BC

BANYAN CAPITAL MANAGEMENT, INC.

13F
BANYAN CAPITAL MANAGEMENT, INC.
Last update 2025-07-15 19 Stocks (3 new)
Value $194.00 Mil Turnover 7 %
Countries:
Top Holdings: MKL(11.08%)BRK.B(10.82%)CI(9.44%)VNT(7.97%)PH(7.56%)
Summary Stock Picks Current Portfolio
BANYAN CAPITAL MANAGEMENT, INC... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MKL
Markel Group Inc
10,792
21,555.5
+1.71%
11.080
+0.19%
0.090
+13.31%
+17.18%
25,657.8
Insurance
BRK.B
Berkshire Hathaway Inc
43,309
21,038.2
+0.70%
10.820
+0.08%
0.000
-8.19%
+5.48%
1,030,137.3
Insurance
CI
The Cigna Group
55,505
18,348.8
+2.01%
9.440
+0.19%
0.020
-10.55%
+9.72%
80,156.1
Healthcare Plans
VNT
Vontier Corp
420,025
15,498.9
+3.59%
7.970
+0.28%
0.280
+30.16%
+6.65%
5,744.4
Hardware
PH
Parker Hannifin Corp
21,044
14,698.6
-1.37%
7.560
-0.10%
0.020
+27.62%
+13.97%
92,143.3
Industrial Products
CHTR
Charter Communications Inc
34,137
13,955.5
+4.53%
7.180
+0.31%
0.020
+19.47%
+15.49%
54,084.2
Telecommunication Services
DG
Dollar General Corp
108,089
12,363.2
+3.82%
6.360
+0.23%
0.050
+14.05%
+47.68%
24,170.4
Retail - Defensive
PHIN
Phinia Inc
252,856
11,249.6
+4.28%
5.780
+0.24%
0.640
+14.64%
+0.34%
1,901.5
Vehicles & Parts
LH
Labcorp Holdings Inc
39,143
10,275.4
+2.41%
5.280
+0.12%
0.050
+14.78%
+10.56%
21,098.3
Medical Diagnostics & Research
HKHHF
Heineken Holding NV
126,948
9,466.5
+6.38%
4.870
+0.29%
0.050
+2.95%
+31.65%
21,934.8
Beverages - Alcoholic

BANYAN CAPITAL MANAGEMENT, INC.'s Historical Top Holdings Breakdowns

BANYAN CAPITAL MANAGEMENT, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AXP
American Express Co
2025-06-30
Reduce
Reduce
-2.54%
●
231.39 ($281.25) 318.98
$304.14
8.14%
Reduce -55.45%
13,430
-16,714
ABNB
Airbnb Inc
2025-06-30
New Buy
New Buy
+2.47%
●
105.69 ($126.56) 140.64
$139.43
10.17%
New holding
36,311
36,311
BF.B
Brown-Forman Corp
2025-06-30
New Buy
New Buy
+2.28%
●
25.65 ($32.13) 36.09
$30.19
-6.04%
New holding
165,003
165,003
HSIC
Henry Schein Inc
2025-06-30
Add
Add
+0.33%
●
62.7 ($68.83) 73.66
$72.20
4.90%
Add 7.45%
127,912
8,872
CHTR
Charter Communications Inc
2025-06-30
Add
Add
+0.31%
●
321.68 ($382.55) 427.25
$395.85
3.48%
Add 4.53%
34,137
1,479
KMX
CarMax Inc
2025-06-30
Add
Add
+0.29%
●
62.27 ($67.42) 82.77
$63.53
-5.77%
Add 6.41%
140,827
8,478
HKHHF
Heineken Holding NV
2025-06-30
Add
Add
+0.29%
●
67.79 ($76.02) 80.85
$76.72
0.92%
Add 6.38%
126,948
7,610
VNT
Vontier Corp
2025-06-30
Add
Add
+0.28%
●
28.04 ($34.04) 37.3
$38.84
14.10%
Add 3.59%
420,025
14,567
PHIN
Phinia Inc
2025-06-30
Add
Add
+0.24%
●
37.64 ($42.2) 44.8
$47.77
13.20%
Add 4.28%
252,856
10,382
DG
Dollar General Corp
2025-06-30
Add
Add
+0.23%
●
86.02 ($99.08) 114.95
$109.83
10.85%
Add 3.82%
108,089
3,982

BANYAN CAPITAL MANAGEMENT, INC. Total Holding History ($B)

To

BANYAN CAPITAL MANAGEMENT, INC.'s Asset Allocation

To

BANYAN CAPITAL MANAGEMENT, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BANYAN CAPITAL MANAGEMENT, INC.'s Hypothetical Growth since 2025-06-30

BANYAN CAPITAL MANAGEMENT, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

BANYAN CAPITAL MANAGEMENT, INC.'s Holdings Heat Map

Size field:

BANYAN CAPITAL MANAGEMENT, INC.'s Holdings Bubble Chart

BANYAN CAPITAL MANAGEMENT, INC. News

  • 1

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