BANYAN CAPITAL MANAGEMENT, INC.
Holdings as of 2026-06-30, filed 2026-08-03
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 34 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
55
Value reported by manager
$230.1M
Sum of our stored positions
$230.1M
should match the line above
Disclosure lag
34 d
quarter end to filing
Top 5 concentration
38.0%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
55 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| MARKEL | STOCK | $20.9M | 10,701 | — | 570535104 |
| BERKSHIRE HATHAWAY B | STOCK | $20.4M | 40,853 | — | 084670702 |
| CIGNA | STOCK | $16.6M | 60,148 | — | 125523100 |
| PHINIA | STOCK | $15.6M | 189,567 | — | 71880K101 |
| PARKER HANNIFIN | STOCK | $13.9M | 14,184 | — | 701094104 |
| DOLLAR GENERAL | STOCK | $13.1M | 114,162 | — | 256677105 |
| VONTIER | STOCK | $12.5M | 431,861 | — | 928881101 |
| APPLE | STOCK | $11.7M | 40,584 | — | 037833100 |
| LABCORP HOLDINGS | STOCK | $10.8M | 38,533 | — | 504922105 |
| CARMAX | STOCK | $8.9M | 169,214 | — | 143130102 |
| FACTSET RESH SYS INC | STOCK | $7.9M | 34,282 | — | 303075105 |
| HEINEKEN HOLDING NV ORD | STOCK | $7.8M | 102,354 | — | N39338194 |
| HENRY SCHEIN | STOCK | $7.6M | 91,259 | — | 806407102 |
| ROPER TECHNOLOGIES | STOCK | $6.7M | 19,882 | — | 776696106 |
| WOLTERS KLUWER NV | STOCK | $6.6M | 101,636 | — | 977874205 |
| FISERV | STOCK | $5.5M | 111,244 | — | 337738108 |
| AIRBNB A | STOCK | $5.3M | 36,819 | — | 009066101 |
| CHARTER COMMUNICATIONS | STOCK | $5.2M | 36,300 | — | 16119P108 |
| BROWN-FORMAN B | STOCK | $5M | 186,621 | — | 115637209 |
| AMERICAN EXPRESS | STOCK | $3.5M | 10,379 | — | 025816109 |
| DANAHER | STOCK | $3.2M | 17,050 | — | 235851102 |
| AKRE FOCUS ETF | STOCK | $2.1M | 39,916 | — | 74316P579 |
| IBM | STOCK | $1.2M | 4,112 | — | 459200101 |
| CATERPILLAR | STOCK | $953.1K | 895 | — | 149123101 |
| ELI LILLY & COMPANY | STOCK | $899.6K | 750 | — | 532457108 |
| WALMART | STOCK | $880.8K | 7,777 | — | 931142103 |
| JOHNSON & JOHNSON | STOCK | $862.5K | 3,396 | — | 478160104 |
| GRAINGER W W INC | STOCK | $804K | 591 | — | 384802104 |
| MERCK | STOCK | $750.6K | 5,841 | — | 58933Y105 |
| ABBVIE | STOCK | $734.5K | 2,919 | — | 00287Y109 |
| TEXAS INSTRUMENTS | STOCK | $706.4K | 2,370 | — | 882508104 |
| MCDONALD'S | STOCK | $662K | 2,449 | — | 580135101 |
| NEWMONT CORPORATION | STOCK | $658.5K | 7,050 | — | 651639106 |
| COCA COLA | STOCK | $636.8K | 7,836 | — | 191216100 |
| BARRICK MINING CORP | STOCK | $635.4K | 17,300 | — | 06849F108 |
| EXXON MOBIL | STOCK | $625.9K | 4,578 | — | 30231G102 |
| JPMORGAN CHASE | STOCK | $592.5K | 1,810 | — | 46625H100 |
| CHEVRON | STOCK | $591.1K | 3,566 | — | 166764100 |
| ALLSTATE CORP | STOCK | $583.9K | 2,454 | — | 020002101 |
| EMERSON ELECTRIC | STOCK | $580.5K | 4,055 | — | 291011104 |
| PROCTER & GAMBLE | STOCK | $535.4K | 3,651 | — | 742718109 |
| LIBERTY BROADBAND C | STOCK | $529.2K | 15,911 | — | 530307305 |
| WHEATON PRECIOUS METALS | STOCK | $485.8K | 4,325 | — | 962879102 |
| SPDR GOLD SHARES ETF | STOCK | $460.5K | 1,250 | — | 78463V107 |
| CISCO | STOCK | $434.7K | 3,701 | — | 17275R102 |
| PHILLIPS 66 | STOCK | $421.8K | 2,495 | — | 718546104 |
| DIMENSIONAL US CORE EQUITY ETF | STOCK | $417K | 9,400 | — | 25434V708 |
| RTX CORP | STOCK | $399.4K | 2,105 | — | 75513E101 |
| SHELL PLC | STOCK | $395.5K | 5,100 | — | 780259305 |
| SOUTHERN COMPANY | STOCK | $358.5K | 3,746 | — | 842587107 |
| BANK OF AMERICA | STOCK | $320.5K | 5,625 | — | 060505104 |
| DUKE ENERGY | STOCK | $315.6K | 2,493 | — | 26441C204 |
| ONEOK INC | STOCK | $304.3K | 3,500 | — | 682680103 |
| KINDER MORGAN | STOCK | $270.4K | 8,457 | — | 49456B101 |
| VERALTO | STOCK | $237K | 2,673 | — | 92338C103 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-03