Banyan Capital Management, Inc. Top Holdings and 13F Report (2025) About Banyan Capital Management, Inc.Investment ActivityBanyan Capital Management, Inc. has $230.10 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 2.09% of the portfolio was purchased this quarter.About 5.82% of the portfolio was sold this quarter.This quarter, Banyan Capital Management, Inc. has purchased 55 new stocks and bought additional shares in 6 stocks.Banyan Capital Management, Inc. sold shares of 32 stocks and completely divested from 0 stocks this quarter.Largest Holdings Markel Group $20,899,160Berkshire Hathaway $20,442,432Cigna Group $16,581,600PHINIA $15,614,633Parker-Hannifin $13,873,654 Largest Purchases this Quarter Charter Communications 11,519 shares (about $1.64M)Wolters Kluwer 23,711 shares (about $1.53M)FISERV 17,886 shares (about $877.31K)ROPER TECHNOLOGIES 1,685 shares (about $570.19K)Berkshire Hathaway 392 shares (about $196.15K) Largest Sales this Quarter PHINIA 65,956 shares (about $5.43M)Liberty Broadband 53,963 shares (about $1.79M)Parker-Hannifin 1,395 shares (about $1.36M)Markel Group 352 shares (about $687.46K)Cigna Group 2,408 shares (about $663.84K) 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$20,899,160$687,460 â–¼-3.2%10,7019.1%FinanceBRK.BBerkshire Hathaway$20,442,432$196,153 â–²1.0%40,8538.9%FinanceCICigna Group$16,581,600$663,837 â–¼-3.8%60,1487.2%HealthcarePHINPHINIA$15,614,633$5,432,795 â–¼-25.8%189,5676.8%Consumer DiscretionaryPHParker-Hannifin$13,873,654$1,364,477 â–¼-9.0%14,1846.0%IndustrialsDGDollar General$13,141,187$265,444 â–¼-2.0%114,1625.7%Consumer StaplesVNTVontier$12,523,981$50,170 â–¼-0.4%431,8615.4%TechnologyAAPLApple$11,743,386$302,960 â–¼-2.5%40,5845.1%TechnologyLABCORP HOLDINGS$10,789,240$155,400 â–¼-1.4%38,5334.7%STOCKKMXCarMax$8,949,728$158,511 â–¼-1.7%169,2143.9%Consumer DiscretionaryFDSFactSet Research Systems$7,887,602$125,394 â–¼-1.6%34,2823.4%FinanceHKHHFHeineken$7,804,584$215,790 â–¼-2.7%102,3543.4%Consumer StaplesHSICHenry Schein$7,621,951$636,673 â–¼-7.7%91,2593.3%HealthcareROPER TECHNOLOGIES$6,727,869$570,187 â–²9.3%19,8822.9%STOCKWTKWYWolters Kluwer$6,552,818$1,528,729 â–²30.4%101,6362.8%IndustrialsFISERV$5,456,518$877,308 â–²19.2%111,2442.4%STOCKABNBAirbnb$5,268,798$398,104 â–¼-7.0%36,8192.3%Consumer DiscretionaryCHTRCharter Communications$5,162,223$1,638,117 â–²46.5%36,3002.2%Communication ServicesBF.BBrown-Forman$4,973,449$257,519 â–¼-4.9%186,6212.2%Consumer StaplesAXPAmerican Express$3,510,696$108,578 â–¼-3.0%10,3791.5%FinanceDHRDanaher$3,247,684$350,864 â–¼-9.8%17,0501.4%HealthcareAKRE FOCUS ETF$2,123,132$7,447 â–¼-0.3%39,9160.9%STOCKIBMInternational Business Machines$1,156,335$21,091 â–¼-1.8%4,1120.5%TechnologyCATCaterpillar$953,0850.0%8950.4%IndustrialsLLYEli Lilly and Company$899,5720.0%7500.4%HealthcareWALMART$880,823$62,293 â–¼-6.6%7,7770.4%STOCKJNJJohnson & Johnson$862,482$26,413 â–¼-3.0%3,3960.4%HealthcareGWWW.W. Grainger$803,996$58,497 â–¼-6.8%5910.3%IndustrialsMRKMerck & Co., Inc.$750,568$39,578 â–¼-5.0%5,8410.3%HealthcareABBVAbbVie$734,537$50,328 â–¼-6.4%2,9190.3%HealthcareTXNTexas Instruments$706,425$44,710 â–¼-6.0%2,3700.3%TechnologyMCDMcDonald's$661,989$27,031 â–¼-3.9%2,4490.3%Consumer DiscretionaryNEMNewmont$658,4700.0%7,0500.3%MaterialsKOCocaCola$636,831$11,784 â–¼-1.8%7,8360.3%Consumer StaplesBARRICK MINING CORP$635,4290.0%17,3000.3%STOCKXOMExxonMobil$625,904$7,656 â–¼-1.2%4,5780.3%EnergyJPMJPMorgan Chase & Co.$592,467$36,006 â–¼-5.7%1,8100.3%FinanceCVXChevron$591,100$8,620 â–¼-1.4%3,5660.3%EnergyALLAllstate$583,9040.0%2,4540.3%FinanceEMREmerson Electric$580,4730.0%4,0550.3%IndustrialsPGProcter & Gamble$535,382$3,519 â–¼-0.7%3,6510.2%Consumer StaplesLBRDKLiberty Broadband$529,199$1,794,806 â–¼-77.2%15,9110.2%Communication ServicesWPMWheaton Precious Metals$485,7840.0%4,3250.2%MaterialsGLDSPDR Gold Shares$460,4750.0%1,2500.2%ETFCSCOCisco Systems$434,7190.0%3,7010.2%TechnologyPSXPhillips 66$421,7790.0%2,4950.2%EnergyDFACDimensional U.S. Core Equity 2 ETF$416,991$177 â–²0.0%9,4000.2%ETFRTXRTX$399,381$11,384 â–¼-2.8%2,1050.2%IndustrialsSHELShell$395,4540.0%5,1000.2%EnergySOSouthern$358,5290.0%3,7460.2%UtilitiesBACBank of America$320,5120.0%5,6250.1%FinanceDUKDuke Energy$315,5630.0%2,4930.1%UtilitiesOKEONEOK$304,2900.0%3,5000.1%EnergyKMIKinder Morgan$270,3700.0%8,4570.1%EnergyVERALTO$237,0410.0%2,6730.1%STOCKShowing largest 100 holdings. 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