13F HOLDINGS REPORT
BANYAN CAPITAL MANAGEMENT, INC.
Quarter ended Q2 2025 · Filed July 15, 2025 · Accession 0001085146-25-003803
Total Value
$194.5M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MARKEL | MKL | 10,792 | $21.6M | 11.08% |
| 2 | BERKSHIRE HATHAWAY B | BRK-A | 43,309 | $21.0M | 10.82% |
| 3 | CIGNA | 125523100 | 55,505 | $18.3M | 9.44% |
| 4 | VONTIER | VNT | 420,025 | $15.5M | 7.97% |
| 5 | PARKER HANNIFIN | PH | 21,044 | $14.7M | 7.56% |
| 6 | CHARTER COMMUNICATIONS | 16119P108 | 34,137 | $14.0M | 7.18% |
| 7 | DOLLAR GENERAL | 256677105 | 108,089 | $12.4M | 6.36% |
| 8 | PHINIA | PHIN | 252,856 | $11.2M | 5.78% |
| 9 | LABCORP HOLDINGS | LH | 39,143 | $10.3M | 5.28% |
| 10 | HEINEKEN HOLDINGS | N39338194 | 126,948 | $9.5M | 4.87% |
| 11 | CARMAX | KMX | 140,827 | $9.5M | 4.87% |
| 12 | HENRY SCHEIN | HSIC | 127,912 | $9.3M | 4.80% |
| 13 | APPLE | AAPL | 41,835 | $8.6M | 4.41% |
| 14 | AIRBNB A | ABNB | 36,311 | $4.8M | 2.47% |
| 15 | DANAHER | 235851102 | 22,960 | $4.5M | 2.33% |
| 16 | BROWN-FORMAN B | BF-B | 165,003 | $4.4M | 2.28% |
| 17 | AMERICAN EXPRESS | AXP | 13,430 | $4.3M | 2.20% |
| 18 | VERALTO | VLTO | 2,812 | $283,871 | 0.15% |
| 19 | WALMART | WMT | 2,835 | $277,206 | 0.14% |