BANYAN CAPITAL MANAGEMENT, INC.

Est. AUM

$232.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MARKEL	STOCK	$21.2M	11053	9.12%	SOLE
2	BERKSHIRE HATHAWAY B	STOCK	$19.4M	40461	8.36%	SOLE
3	PHINIA	STOCK	$17.5M	255523	7.54%	SOLE
4	CIGNA	STOCK	$16.7M	62556	7.19%	SOLE
5	VONTIER	STOCK	$15.4M	433591	6.63%	SOLE
6	PARKER HANNIFIN	STOCK	$13.9M	15579	6.01%	SOLE
7	DOLLAR GENERAL	STOCK	$13.8M	116468	5.96%	SOLE
8	APPLE	STOCK	$10.6M	41631	4.55%	SOLE
9	LABCORP HOLDINGS	STOCK	$10.4M	39088	4.49%	SOLE
10	FACTSET RESH SYS INC	STOCK	$7.6M	34827	3.26%	SOLE
11	HEINEKEN HOLDING NV ORD	STOCK	$7.5M	105184	3.21%	SOLE
12	HENRY SCHEIN	STOCK	$7.3M	98882	3.14%	SOLE
13	CARMAX	STOCK	$7.2M	172211	3.09%	SOLE
14	ROPER TECHNOLOGIES	STOCK	$6.4M	18197	2.77%	SOLE
15	WOLTERS KLUWER NV	STOCK	$5.8M	77925	2.51%	SOLE
16	CHARTER COMMUNICATIONS	STOCK	$5.3M	24781	2.31%	SOLE
17	FISERV	STOCK	$5.2M	93358	2.24%	SOLE
18	BROWN-FORMAN B	STOCK	$5.2M	196284	2.24%	SOLE
19	AIRBNB A	STOCK	$5.0M	39601	2.16%	SOLE
20	DANAHER	STOCK	$3.6M	18892	1.54%	SOLE
21	LIBERTY BROADBAND C	STOCK	$3.5M	69874	1.51%	SOLE
22	AMERICAN EXPRESS	STOCK	$3.2M	10700	1.39%	SOLE
23	AKRE FOCUS ETF	STOCK	$2.1M	40056	0.91%	SOLE
24	WALMART	STOCK	$1.0M	8327	0.45%	SOLE
25	IBM	STOCK	$1.0M	4187	0.44%	SOLE
26	JOHNSON & JOHNSON	STOCK	$856K	3500	0.37%	SOLE
27	MCDONALD'S	STOCK	$792K	2549	0.34%	SOLE
28	EXXON MOBIL	STOCK	$786K	4634	0.34%	SOLE
29	NEWMONT CORPORATION	STOCK	$763K	7050	0.33%	SOLE
30	CHEVRON	STOCK	$749K	3618	0.32%	SOLE
31	MERCK	STOCK	$740K	6149	0.32%	SOLE
32	BARRICK MINING CORP	STOCK	$706K	17300	0.30%	SOLE
33	GRAINGER W W INC	STOCK	$692K	634	0.30%	SOLE
34	ELI LILLY & COMPANY	STOCK	$690K	750	0.30%	SOLE
35	ABBVIE	STOCK	$678K	3119	0.29%	SOLE
36	CATERPILLAR	STOCK	$634K	895	0.27%	SOLE
37	COCA COLA	STOCK	$607K	7981	0.26%	SOLE
38	WHEATON PRECIOUS METALS	STOCK	$567K	4325	0.24%	SOLE
39	JPMORGAN CHASE	STOCK	$565K	1920	0.24%	SOLE
40	SPDR GOLD SHARES ETF	STOCK	$538K	1250	0.23%	SOLE
41	PROCTER & GAMBLE	STOCK	$531K	3675	0.23%	SOLE
42	EMERSON ELECTRIC	STOCK	$531K	4055	0.23%	SOLE
43	ALLSTATE CORP	STOCK	$509K	2454	0.22%	SOLE
44	TEXAS INSTRUMENTS	STOCK	$489K	2520	0.21%	SOLE
45	SHELL PLC	STOCK	$474K	5100	0.20%	SOLE
46	PHILLIPS 66	STOCK	$455K	2495	0.20%	SOLE
47	RTX CORP	STOCK	$418K	2165	0.18%	SOLE
48	DIMENSIONAL US CORE EQUITY ETF	STOCK	$365K	9396	0.16%	SOLE
49	SOUTHERN COMPANY	STOCK	$362K	3746	0.16%	SOLE
50	DUKE ENERGY	STOCK	$326K	2493	0.14%	SOLE

1–50 of 55

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.