Institutional Manager · CIK 0000846600
BANYAN CAPITAL MANAGEMENT, INC.
ATLANTA, GA · File #028-02419
Latest AUM
$230.1M
Positions
55
Top-10 Concentration
69.5%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | FISERV | FISV | +90,084 | +$6.1M | $0 |
| NEW | LIBERTY BROADBAND C | LBRDP | +69,261 | +$3.4M | $0 |
| REDUCE | CHARTER COMMUNICATIONS | 16119P108 | -15,913 | -$3.3M | -$2.6M |
| NEW | AKRE FOCUS ETF | 74316P579 | +40,813 | +$2.7M | $0 |
| REDUCE | PARKER HANNIFIN | PH | -1,943 | -$1.7M | +$2.5M |
| REDUCE | CARMAX | KMX | -31,622 | -$1.2M | -$1.1M |
| EXITED | NVIDIA | 67066G104 | -3,754 | -$700,421 | $0 |
| REDUCE | BERKSHIRE HATHAWAY B | BRK-A | -818 | -$411,168 | -$3,942 |
| EXITED | DUPONT DE NEMOURS | 26614N102 | -4,183 | -$325,856 | $0 |
| REDUCE | HENRY SCHEIN | HSIC | -3,384 | -$255,763 | +$1.3M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202555 pos · $230.1M
- 13F HOLDINGS REPORTQ/E Sep 202556 pos · $220.2M
- 13F HOLDINGS REPORTQ/E Jun 202519 pos · $194.5M
- 13F HOLDINGS REPORTQ/E Mar 202516 pos · $177.1M
- 13F HOLDINGS REPORTQ/E Dec 202416 pos · $166.7M
- 13F HOLDINGS REPORTQ/E Sep 202416 pos · $172.6M
- 13F HOLDINGS REPORTQ/E Jun 202418 pos · $165.5M
- 13F HOLDINGS REPORTQ/E Mar 202420 pos · $176,393
- 13F HOLDINGS REPORTQ/E Dec 202319 pos · $153,863
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | MARKEL | MKL | 11,290 | $24.3M | 10.61% |
| 2 | BERKSHIRE HATHAWAY B | BRK-A | 42,980 | $21.6M | 9.44% |
| 3 | CIGNA | 125523100 | 60,074 | $16.5M | 7.23% |
| 4 | PARKER HANNIFIN | PH | 18,674 | $16.4M | 7.18% |
| 5 | PHINIA | PHIN | 259,902 | $16.3M | 7.12% |
| 6 | VONTIER | VNT | 429,346 | $16.0M | 6.98% |
| 7 | DOLLAR GENERAL | 256677105 | 118,003 | $15.7M | 6.85% |
| 8 | APPLE | AAPL | 43,698 | $11.9M | 5.19% |
| 9 | HENRY SCHEIN | HSIC | 135,757 | $10.3M | 4.49% |
| 10 | HEINEKEN HOLDING NV ORD | N39338194 | 137,553 | $10.1M | 4.41% |
| 11 | LABCORP HOLDINGS | LH | 40,097 | $10.1M | 4.40% |
| 12 | FISERV | FISV | 90,084 | $6.1M | 2.65% |
| 13 | CARMAX | KMX | 146,248 | $5.7M | 2.47% |
| 14 | AIRBNB A | ABNB | 38,919 | $5.3M | 2.31% |
| 15 | DANAHER | 235851102 | 22,558 | $5.2M | 2.26% |
| 16 | BROWN-FORMAN B | BF-B | 192,014 | $5.0M | 2.19% |
| 17 | CHARTER COMMUNICATIONS | 16119P108 | 22,772 | $4.8M | 2.08% |
| 18 | AMERICAN EXPRESS | AXP | 12,251 | $4.5M | 1.98% |
| 19 | LIBERTY BROADBAND C | LBRDP | 69,261 | $3.4M | 1.47% |
| 20 | AKRE FOCUS ETF | 74316P579 | 40,813 | $2.7M | 1.17% |