BANYAN CAPITAL MANAGEMENT, INC.
CIK: 0000846600SEC EDGAR →
Portfolio Value
$230.1M
Holdings
55
As of
Q4 2025
New Positions
55
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MARKEL | 11,290 | $24.3M | 10.55% |
| 2 | BERKSHIRE HATHAWAY B | 42,980 | $21.6M | 9.39% |
| 3 | CIGNA | 60,074 | $16.5M | 7.19% |
| 4 | PARKER HANNIFIN | 18,674 | $16.4M | 7.13% |
| 5 | PHINIA | 259,902 | $16.3M | 7.08% |
| 6 | VONTIER | 429,346 | $16.0M | 6.94% |
| 7 | DOLLAR GENERAL | 118,003 | $15.7M | 6.81% |
| 8 | APPLE | 43,698 | $11.9M | 5.16% |
| 9 | HENRY SCHEIN | 135,757 | $10.3M | 4.46% |
| 10 | HEINEKEN HOLDING NV ORD | 137,553 | $10.1M | 4.38% |
Quarterly Changes
New Positions (55)
$24.3M · 11K shares
$21.6M · 43K shares
$16.5M · 60K shares
$16.4M · 19K shares
$16.3M · 260K shares
$16.0M · 429K shares
$15.7M · 118K shares
$11.9M · 44K shares
$10.3M · 136K shares
$10.1M · 138K shares
$10.1M · 40K shares
$6.0M · 90K shares
$5.7M · 146K shares
$5.3M · 39K shares
$5.2M · 23K shares
$5.0M · 192K shares
$4.8M · 23K shares
$4.5M · 12K shares
$3.4M · 69K shares
$2.7M · 41K shares
$1.2M · 4K shares
$1.1M · 9K shares
$806K · 750 shares
$779K · 3K shares
$753K · 17K shares
$750K · 4K shares
$712K · 3K shares
$703K · 7K shares
$692K · 686 shares
$628K · 5K shares
$627K · 6K shares
$618K · 2K shares
$578K · 4K shares
$543K · 8K shares
$538K · 4K shares
$537K · 4K shares
$512K · 895 shares
$510K · 2K shares
$508K · 4K shares
$495K · 1K shares
$437K · 3K shares
$401K · 10K shares
$397K · 2K shares
$374K · 5K shares
$367K · 2K shares
$366K · 5K shares
$359K · 4K shares
$321K · 2K shares
$309K · 6K shares
$302K · 625 shares
$292K · 2K shares
$291K · 4K shares
$275K · 3K shares
$257K · 4K shares
$233K · 8K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 8 | $44.9M | 19.5% |
| Unknown | 5 | $37.7M | 16.4% |
| Technology | 7 | $36.2M | 15.7% |
| Financial Services | 7 | $33.2M | 14.4% |
| Consumer Cyclical | 4 | $28.0M | 12.2% |
| Industrials | 7 | $19.2M | 8.3% |
| Consumer Defensive | 4 | $17.8M | 7.7% |
| Communication Services | 2 | $8.1M | 3.5% |
| Energy | 6 | $2.4M | 1.0% |
| Basic Materials | 3 | $2.0M | 0.9% |
| Utilities | 2 | $651K | 0.3% |