Banyan Capital Management, Inc. Top Holdings and 13F Report (2025) About Banyan Capital Management, Inc.Investment ActivityBanyan Capital Management, Inc. has $194.47 million in total holdings as of June 30, 2025.Banyan Capital Management, Inc. owns shares of 19 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 7.45% of the portfolio was purchased this quarter.About 2.97% of the portfolio was sold this quarter.This quarter, Banyan Capital Management, Inc. has purchased 16 new stocks and bought additional shares in 11 stocks.Banyan Capital Management, Inc. sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings Markel Group $21,555,509Berkshire Hathaway $21,038,213Cigna Group $18,348,843Vontier $15,498,938Parker-Hannifin $14,698,603 Largest New Holdings this Quarter 009066101 - Airbnb $4,808,045 Holding115637209 - Brown-Forman $4,440,231 Holding931142103 - Walmart $277,206 Holding Largest Purchases this Quarter Airbnb 36,311 shares (about $4.81M)Brown-Forman 165,003 shares (about $4.44M)Henry Schein 8,872 shares (about $648.10K)Charter Communications 1,479 shares (about $604.63K)CarMax 8,478 shares (about $569.81K) Largest Sales this Quarter American Express 16,714 shares (about $5.33M)Parker-Hannifin 293 shares (about $204.65K)Apple 830 shares (about $170.29K)VERALTO 381 shares (about $38.46K)Danaher 189 shares (about $37.34K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBanyan Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMKLMarkel Group$21,555,509$361,522 ▲1.7%10,79211.1%Multi-Sector ConglomeratesBRK.BBerkshire Hathaway$21,038,213$146,703 ▲0.7%43,30910.8%FinanceCICigna Group$18,348,843$362,316 ▲2.0%55,5059.4%MedicalVNTVontier$15,498,938$537,523 ▲3.6%420,0258.0%Business ServicesPHParker-Hannifin$14,698,603$204,652 ▼-1.4%21,0447.6%IndustrialsCHTRCharter Communications$13,955,547$604,630 ▲4.5%34,1377.2%Consumer DiscretionaryDGDollar General$12,363,220$455,461 ▲3.8%108,0896.4%Retail/WholesalePHINPHINIA$11,249,563$461,895 ▲4.3%252,8565.8%Auto/Tires/TrucksLABCORP HOLDINGS$10,275,429$242,297 ▲2.4%39,1435.3%STOCKHKHHFHeineken$9,466,474$567,475 ▲6.4%126,9484.9%Consumer DefensiveKMXCarMax$9,464,983$569,806 ▲6.4%140,8274.9%Retail/WholesaleHSICHenry Schein$9,343,972$648,100 ▲7.5%127,9124.8%MedicalAAPLApple$8,583,287$170,291 ▼-1.9%41,8354.4%Computer and TechnologyABNBAirbnb$4,808,045$4,808,045 ▲New Holding36,3112.5%Consumer DiscretionaryDHRDanaher$4,535,518$37,335 ▼-0.8%22,9602.3%MedicalBF.BBrown-Forman$4,440,231$4,440,231 ▲New Holding165,0032.3%Consumer StaplesAXPAmerican Express$4,283,901$5,331,431 ▼-55.4%13,4302.2%FinanceVERALTO$283,871$38,462 ▼-11.9%2,8120.1%STOCKWMTWalmart$277,206$277,206 ▲New Holding2,8350.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
