Banyan Capital Management, Inc. Top Holdings and 13F Report (2025) About Banyan Capital Management, Inc.Investment ActivityBanyan Capital Management, Inc. has $232.64 million in total holdings as of June 30, 2025.Banyan Capital Management, Inc. owns shares of 48 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 5.25% of the portfolio was purchased this quarter.About 3.63% of the portfolio was sold this quarter.This quarter, Banyan Capital Management, Inc. has purchased 55 new stocks and bought additional shares in 14 stocks.Banyan Capital Management, Inc. sold shares of 26 stocks and completely divested from 9 stocks this quarter.Largest Holdings Berkshire Hathaway $21,008,012Markel Group $19,532,937Cigna Group $17,640,063Dollar General $14,513,305Vontier $14,509,105 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $738,885 Holding30609A109 - ONEOK INC $298,445 Holding Largest Purchases this Quarter Cigna Group 4,745 shares (about $1.29M)Markel Group 705 shares (about $1.21M)Wolters Kluwer 14,625 shares (about $1.12M)Vontier 30,212 shares (about $948.66K)Heineken 11,698 shares (about $866.25K) Largest Sales this Quarter Parker-Hannifin 1,464 shares (about $1.40M)International Business Machines 1,105 shares (about $243.02K)WALMART 2,164 shares (about $224.88K)Airbnb 1,319 shares (about $211.90K)Johnson & Johnson 740 shares (about $195.91K) 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 PortfolioSectorBRK.BBerkshire Hathaway$21,008,012$665,261 ▲3.3%42,1899.0%FinanceMKLMarkel Group$19,532,937$1,207,323 ▲6.6%11,4068.4%FinanceCICigna Group$17,640,063$1,289,848 ▲7.9%64,8937.6%HealthcareDGDollar General$14,513,305$861,813 ▲6.3%121,3696.2%Consumer StaplesVNTVontier$14,509,105$948,658 ▲7.0%462,0736.2%TechnologyAAPLApple$13,465,996$49,287 ▼-0.4%40,4365.8%TechnologyPHParker-Hannifin$12,152,942$1,398,735 ▼-10.3%12,7205.2%IndustrialsLABCORP HOLDINGS$11,754,704$117,698 ▼-1.0%38,1515.1%STOCKPHINPHINIA$11,079,534$186,432 ▼-1.7%186,4304.8%Consumer DiscretionaryFDSFactSet Research Systems$10,026,419$771,803 ▲8.3%37,1414.3%FinanceKMXCarMax$9,920,791$595,408 ▲6.4%180,0184.3%Consumer DiscretionaryWTKWYWolters Kluwer$8,921,462$1,122,271 ▲14.4%116,2613.8%IndustrialsHKHHFHeineken$8,445,664$866,249 ▲11.4%114,0523.6%Consumer StaplesHSICHenry Schein$8,022,997$359,979 ▲4.7%95,5463.4%HealthcareROPER TECHNOLOGIES$7,599,318$652,348 ▲9.4%21,7493.3%STOCKABNBAirbnb$5,703,075$211,897 ▼-3.6%35,5002.5%Consumer DiscretionaryFISERV$5,502,883$476,875 ▲9.5%121,7992.4%STOCKBF.BBrown-Forman$5,423,164$533,694 ▲10.9%206,9912.3%Consumer StaplesCHTRCharter Communications$4,850,329$824,654 ▲20.5%43,7362.1%Communication ServicesDHRDanaher$3,777,4270.0%17,0501.6%HealthcareAXPAmerican Express$3,156,2530.0%10,3791.4%FinanceAKRE FOCUS ETF$2,102,112$263 ▼0.0%39,9110.9%STOCKLLYEli Lilly and Company$867,8100.0%7500.4%HealthcareMRKMerck & Co., Inc.$767,527$81,228 ▼-9.6%5,2820.3%HealthcareEXXONMOBIL HOLDINGS CORP$738,885$738,885 ▲New Holding4,5400.3%STOCKABBVAbbVie$737,422$26,159 ▼-3.4%2,8190.3%HealthcareCATCaterpillar$725,6570.0%8950.3%IndustrialsJNJJohnson & Johnson$703,149$195,907 ▼-21.8%2,6560.3%HealthcareIBMInternational Business Machines$661,329$243,022 ▼-26.9%3,0070.3%TechnologyCVXChevron$630,600$97,612 ▼-13.4%3,0880.3%EnergyPSXPhillips 66$598,701$38,296 ▼-6.0%2,3450.3%EnergyTXNTexas Instruments$593,790$70,022 ▼-10.5%2,1200.3%TechnologyWALMART$583,302$224,883 ▼-27.8%5,6130.3%STOCKJPMJPMorgan Chase & Co.$562,411$36,391 ▼-6.1%1,7000.2%FinanceGWWW.W. Grainger$560,592$175,652 ▼-23.9%4500.2%IndustrialsKOCoca-Cola$554,010$120,512 ▼-17.9%6,4360.2%Consumer StaplesPGProcter & Gamble$523,153$7,264 ▼-1.4%3,6010.2%Consumer StaplesEMREmerson Electric$481,585$147,345 ▼-23.4%3,1050.2%IndustrialsMCDMcDonald's$475,505$90,067 ▼-15.9%2,0590.2%Consumer DiscretionaryALLAllstate$400,235$144,209 ▼-26.5%1,8040.2%FinanceRTXRTX$390,7930.0%2,1050.2%IndustrialsCSCOCisco Systems$381,225$17,113 ▼-4.3%3,5420.2%TechnologyDFACDimensional U.S. Core Equity 2 ETF$299,108$118,728 ▼-28.4%6,7290.1%ETFONEOK INC$298,445$298,445 ▲New Holding3,5000.1%STOCKSHELShell$289,902$194,852 ▼-40.2%3,0500.1%EnergyVERALTO$252,1170.0%2,6730.1%STOCKSOSouthern$237,977$72,529 ▼-23.4%2,8710.1%UtilitiesKMIKinder Morgan$218,798$36,180 ▼-14.2%7,2570.1%EnergyNEMNewmont$0$658,470 ▼-100.0%00.0%MaterialsBARRICK MINING CORP$0$635,429 ▼-100.0%00.0%STOCKXOMExxonMobil$0$625,904 ▼-100.0%00.0%EnergyLBRDKLiberty Broadband$0$529,199 ▼-100.0%00.0%Communication ServicesWPMWheaton Precious Metals$0$485,784 ▼-100.0%00.0%MaterialsGLDSPDR Gold Shares$0$460,475 ▼-100.0%00.0%ETFBACBank of America$0$320,512 ▼-100.0%00.0%FinanceDUKDuke Energy$0$315,563 ▼-100.0%00.0%UtilitiesOKEONEOK$0$304,290 ▼-100.0%00.0%EnergyShowing largest 100 holdings. 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