Banyan Capital Management, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 16Value: $177.1MLatest: 2025Q1

BANYAN CAPITAL MANAGEMENT, INC. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 16 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AXP",
  "KMX",
  "DG",
  "AAPL",
  null,
  "CI",
  "PHIN",
  "VNT",
  "HSIC",
  "VLTO",
  "LH",
  "MKL",
  "BRK-B",
  "CHTR",
  "DHR",
  "PH"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 16
Total Value: 177051251
Accession Number: 0001085146-25-002541
Form Type: 13F-HR
CIK: banyan-capital-management
Manager Name: Banyan-Capital-Management

Data Enrichment

94% identified

15 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

16 positions • $177.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:43.0K

Value:$22.9M

% of Portfolio:12.9% ($22.9M/$177.1M)

MARKEL GROUP INC.

MKL|570535104

Shares:10.6K

Value:$19.8M

% of Portfolio:11.2% ($19.8M/$177.1M)

Cigna Group

CI|125523100

Shares:54.4K

Value:$17.9M

% of Portfolio:10.1% ($17.9M/$177.1M)

Vontier Corp

VNT|928881101

Shares:405.5K

Value:$13.3M

% of Portfolio:7.5% ($13.3M/$177.1M)

Parker-Hannifin Corp

PH|701094104

Shares:21.3K

Value:$13.0M

% of Portfolio:7.3% ($13.0M/$177.1M)

CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

Shares:32.7K

Value:$12.0M

% of Portfolio:6.8% ($12.0M/$177.1M)

CARMAX INC

KMX|143130102

Shares:132.3K

Value:$10.3M

% of Portfolio:5.8% ($10.3M/$177.1M)

PHINIA INC.

PHIN|71880K101

Shares:242.5K

Value:$10.3M

% of Portfolio:5.8% ($10.3M/$177.1M)

Apple Inc.

AAPL|037833100

Shares:42.7K

Value:$9.5M

% of Portfolio:5.4% ($9.5M/$177.1M)

DOLLAR GENERAL CORP

DG|256677105

Shares:104.1K

Value:$9.2M

% of Portfolio:5.2% ($9.2M/$177.1M)

LABCORP HOLDINGS INC.

LH|504922105

Shares:38.2K

Value:$8.9M

% of Portfolio:5.0% ($8.9M/$177.1M)

N39338194

Shares:119.3K

Value:$8.6M

% of Portfolio:4.9% ($8.6M/$177.1M)

HENRY SCHEIN INC

HSIC|806407102

Shares:119.0K

Value:$8.2M

% of Portfolio:4.6% ($8.2M/$177.1M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:30.1K

Value:$8.1M

% of Portfolio:4.6% ($8.1M/$177.1M)

DANAHER CORP /DE/

DHR|235851102

Shares:23.1K

Value:$4.7M

% of Portfolio:2.7% ($4.7M/$177.1M)

Veralto Corp

VLTO|92338C103

Shares:3.2K

Value:$311.2K

% of Portfolio:0.2% ($311.2K/$177.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	43.0K	QoQ -1.55% (-680) YoY -5.48% (-2.5K)	All Managers (Combined)	$22.9M	12.9% ($22.9M/$177.1M)	QoQ +15.66% (-$3.1M) YoY +119600.38% (-$22.9M)
MARKEL GROUP INC.(MKLcusip570535104)	10.6K	QoQ -0.75% (-81) YoY -2.48% (-270)	All Managers (Combined)	$19.8M	11.2% ($19.8M/$177.1M)	QoQ +7.48% (-$1.4M) YoY +119733.47% (-$19.8M)
Cigna Group(CIcusip125523100)	54.4K	QoQ +1.33% (+719) YoY +0.52% (+286)	All Managers (Combined)	$17.9M	10.1% ($17.9M/$177.1M)	QoQ +20.73% (+$3.1M) YoY +90964.56% (+$17.9M)
Vontier Corp(VNTcusip928881101)	405.5K	QoQ +0.56% (-2.3K) YoY +1.24% (+5.0K)	All Managers (Combined)	$13.3M	7.5% ($13.3M/$177.1M)	QoQ -9.41% (-$1.4M) YoY +73224.02% (+$13.3M)
Parker-Hannifin Corp(PHcusip701094104)	21.3K	QoQ -3.46% (-765) YoY -20.05% (-5.4K)	All Managers (Combined)	$13.0M	7.3% ($13.0M/$177.1M)	QoQ -7.73% (-$1.1M) YoY +87338.11% (-$13.0M)
CHARTER COMMUNICATIONS, INC. /MO/(CHTRcusip16119P108)	32.7K	QoQ +1.29% (+416) YoY +19.00% (+5.2K)	All Managers (Combined)	$12.0M	6.8% ($12.0M/$177.1M)	QoQ +8.90% (+$983.9K) YoY +150795.85% (+$12.0M)
CARMAX INC(KMXcusip143130102)	132.3K	QoQ +1.30% (-1.7K) YoY +1.82% (+2.4K)	All Managers (Combined)	$10.3M	5.8% ($10.3M/$177.1M)	QoQ -3.44% (-$368.4K) YoY +90976.87% (+$10.3M)
PHINIA INC.(PHINcusip71880K101)	242.5K	QoQ +1.72% (-4.1K) YoY -0.42% (-1.0K)	All Managers (Combined)	$10.3M	5.8% ($10.3M/$177.1M)	QoQ -10.39% (-$1.2M) YoY +109839.85% (-$10.3M)
Apple Inc.(AAPLcusip037833100)	42.7K	QoQ -2.66% (-1.2K) YoY -34.83% (-22.8K)	All Managers (Combined)	$9.5M	5.4% ($9.5M/$177.1M)	QoQ -13.66% (-$1.5M) YoY +84306.62% (-$9.5M)
DOLLAR GENERAL CORP(DGcusip256677105)	104.1K	QoQ +52.86% (+36.0K) YoY NEW(+104.1K)	All Managers (Combined)	$9.2M	5.2% ($9.2M/$177.1M)	QoQ +77.27% (+$4.0M) YoY NEW(+$9.2M)
LABCORP HOLDINGS INC.(LHcusip504922105)	38.2K	QoQ +0.33% (+126) YoY NEW(+38.2K)	All Managers (Combined)	$8.9M	5.0% ($8.9M/$177.1M)	QoQ +1.82% (+$159.6K) YoY NEW(+$8.9M)
(cusipN39338194)✕	119.3K	QoQ +72.93% (+50.3K) YoY +78.36% (+52.4K)	All Managers (Combined)	$8.6M	4.9% ($8.6M/$177.1M)	QoQ +108.92% (+$4.5M) YoY +159820.42% (+$8.6M)
HENRY SCHEIN INC(HSICcusip806407102)	119.0K	QoQ +15.88% (+16.3K) YoY +53.22% (+41.3K)	All Managers (Combined)	$8.2M	4.6% ($8.2M/$177.1M)	QoQ +14.69% (+$1.0M) YoY +138864.54% (+$8.1M)
AMERICAN EXPRESS CO(AXPcusip025816109)	30.1K	QoQ -9.12% (-3.0K) YoY -36.60% (-17.4K)	All Managers (Combined)	$8.1M	4.6% ($8.1M/$177.1M)	QoQ -17.61% (-$1.7M) YoY +74807.57% (-$8.1M)
DANAHER CORP /DE/(DHRcusip235851102)	23.1K	QoQ -0.49% (-114) YoY -6.72% (-1.7K)	All Managers (Combined)	$4.7M	2.7% ($4.7M/$177.1M)	QoQ -11.13% (-$594.5K) YoY +76465.74% (-$4.7M)
Veralto Corp(VLTOcusip92338C103)	3.2K	QoQ -4.42% (-148) YoY -12.68% (-464)	All Managers (Combined)	$311.2K	0.2% ($311.2K/$177.1M)	QoQ -8.55% (-$29.1K) YoY +95936.41% (-$310.8K)