Banyan Capital Management, Inc. Top Holdings and 13F Report (2025) About Banyan Capital Management, Inc.Investment ActivityBanyan Capital Management, Inc. has $232.06 million in total holdings as of June 30, 2025.Banyan Capital Management, Inc. owns shares of 55 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 9.73% of the portfolio was purchased this quarter.About 5.78% of the portfolio was sold this quarter.This quarter, Banyan Capital Management, Inc. has purchased 55 new stocks and bought additional shares in 10 stocks.Banyan Capital Management, Inc. sold shares of 24 stocks and completely divested from 3 stocks this quarter.Largest Holdings Markel Group $21,156,216Berkshire Hathaway $19,388,911PHINIA $17,487,994Cigna Group $16,686,813Vontier $15,379,488 Largest New Holdings this Quarter 303075105 - FactSet Research Systems $7,557,111 Holding776696106 - ROPER TECHNOLOGIES $6,439,190 Holding977874205 - Wolters Kluwer $5,818,036 Holding Largest Purchases this Quarter FactSet Research Systems 34,827 shares (about $7.56M)ROPER TECHNOLOGIES 18,197 shares (about $6.44M)Wolters Kluwer 77,925 shares (about $5.82M)CarMax 25,963 shares (about $1.08M)Cigna Group 2,482 shares (about $662.07K) Largest Sales this Quarter Parker-Hannifin 3,095 shares (about $2.77M)Henry Schein 36,875 shares (about $2.72M)Heineken 32,369 shares (about $2.29M)Berkshire Hathaway 2,519 shares (about $1.21M)Danaher 3,666 shares (about $695.07K) 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$21,156,216$453,635 ▼-2.1%11,0539.1%Multi-Sector ConglomeratesBRK.BBerkshire Hathaway$19,388,911$1,207,105 ▼-5.9%40,4618.4%FinancePHINPHINIA$17,487,994$299,699 ▼-1.7%255,5237.5%Auto/Tires/TrucksCICigna Group$16,686,813$662,074 ▲4.1%62,5567.2%MedicalVNTVontier$15,379,488$150,570 ▲1.0%433,5916.6%Business ServicesPHParker-Hannifin$13,946,944$2,770,768 ▼-16.6%15,5796.0%IndustrialsDGDollar General$13,828,246$182,251 ▼-1.3%116,4686.0%Retail/WholesaleAAPLApple$10,565,531$524,584 ▼-4.7%41,6314.6%Computer and TechnologyLABCORP HOLDINGS$10,429,069$269,211 ▼-2.5%39,0884.5%STOCKFDSFactSet Research Systems$7,557,111$7,557,111 ▲New Holding34,8273.3%Business ServicesHKHHFHeineken$7,455,852$2,294,441 ▼-23.5%105,1843.2%Consumer DefensiveHSICHenry Schein$7,287,603$2,717,687 ▼-27.2%98,8823.1%MedicalKMXCarMax$7,160,533$1,079,541 ▲17.8%172,2113.1%Retail/WholesaleROPER TECHNOLOGIES$6,439,190$6,439,190 ▲New Holding18,1972.8%STOCKWTKWYWolters Kluwer$5,818,036$5,818,036 ▲New Holding77,9252.5%Business ServicesCHTRCharter Communications$5,349,722$433,703 ▲8.8%24,7812.3%Consumer DiscretionaryFISERV$5,209,376$182,689 ▲3.6%93,3582.2%STOCKBF.BBrown-Forman$5,189,749$112,899 ▲2.2%196,2842.2%Consumer StaplesABNBAirbnb$5,000,814$86,123 ▲1.8%39,6012.2%Consumer DiscretionaryDHRDanaher$3,581,923$695,074 ▼-16.3%18,8921.5%MedicalLBRDKLiberty Broadband$3,514,662$30,834 ▲0.9%69,8741.5%Consumer DiscretionaryAXPAmerican Express$3,236,536$469,146 ▼-12.7%10,7001.4%FinanceAKRE FOCUS ETF$2,116,960$40,007 ▼-1.9%40,0560.9%STOCKWALMART$1,034,880$136,708 ▼-11.7%8,3270.4%STOCKIBMInternational Business Machines$1,014,887$7,029 ▼-0.7%4,1870.4%Computer and TechnologyJNJJohnson & Johnson$855,540$31,288 ▼-3.5%3,5000.4%MedicalMCDMcDonald's$792,2040.0%2,5490.3%Retail/WholesaleXOMExxonMobil$786,204$100,099 ▼-11.3%4,6340.3%EnergyNEMNewmont$763,1630.0%7,0500.3%Basic MaterialsCVXChevron$748,564$37,242 ▼-4.7%3,6180.3%EnergyMRKMerck & Co., Inc.$739,663$22,374 ▲3.1%6,1490.3%MedicalBARRICK MINING CORP$705,6670.0%17,3000.3%STOCKGWWW.W. Grainger$691,574$56,722 ▼-7.6%6340.3%IndustrialsLLYEli Lilly and Company$689,8280.0%7500.3%MedicalABBVAbbVie$678,3510.0%3,1190.3%MedicalCATCaterpillar$634,0720.0%8950.3%IndustrialsKOCocaCola$606,955$15,286 ▲2.6%7,9810.3%Consumer StaplesWPMWheaton Precious Metals$566,6180.0%4,3250.2%Basic MaterialsJPMJPMorgan Chase & Co.$564,7870.0%1,9200.2%FinanceGLDSPDR Gold Shares$537,8630.0%1,2500.2%FinanceEMREmerson Electric$531,2860.0%4,0550.2%IndustrialsPGProcter & Gamble$530,817$10,977 ▼-2.0%3,6750.2%Consumer StaplesALLAllstate$508,8120.0%2,4540.2%FinanceTXNTexas Instruments$489,2330.0%2,5200.2%Computer and TechnologySHELShell$474,3000.0%5,1000.2%EnergyPSXPhillips 66$454,5390.0%2,4950.2%EnergyRTXRTX$417,6290.0%2,1650.2%AerospaceDFACDimensional U.S. Core Equity 2 ETF$365,118$28,522 ▼-7.2%9,3960.2%ETFSOSouthern$361,564$36,581 ▼-9.2%3,7460.2%UtilitiesDUKDuke Energy$326,4330.0%2,4930.1%UtilitiesOKEONEOK$316,3650.0%3,5000.1%EnergyCSCOCisco Systems$287,161$6,130 ▼-2.1%3,7010.1%Computer and TechnologyKMIKinder Morgan$283,563$1,341 ▼-0.5%8,4570.1%EnergyBACBank of America$274,2190.0%5,6250.1%FinanceVERALTO$236,347$7,516 ▼-3.1%2,6730.1%STOCKMMM3M$0$367,750 ▼-100.0%00.0%Multi-Sector ConglomeratesMETMetLife$0$366,676 ▼-100.0%00.0%FinanceMSFTMicrosoft$0$302,293 ▼-100.0%00.0%Computer and TechnologyShowing 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. 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