Holdings of BANYAN CAPITAL MANAGEMENT, INC.
51 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 66.2 % of the equity sleeve
Sector breakdown
- Financials 13.2 %
- Health care 10.6 %
- Industrials 10.2 %
- Consumer discretionary 8.9 %
- Technology 5.6 %
- Communication 2.4 %
- Energy 1.0 %
- Consumer staples 1.0 %
- Materials 0.3 %
- Utilities 0.3 %
- Unattributed 46.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 97.2 %
- NL 2.6 %
- GB 0.2 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 49 | 214.9M $ | 97.16 % |
| 2 | NL | 1 | 5.8M $ | 2.63 % |
| 3 | GB | 1 | 474.3K $ | 0.21 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Markel Group Inc | 11,053 | 21.2M $ | |
| 2 | Berkshire Hathaway Inc | 40,461 | 19.4M $ | |
| 3 | Phinia Inc | 255,523 | 17.5M $ | |
| 4 | Cigna Group/The | 62,556 | 16.7M $ | |
| 5 | Vontier Corp | 433,591 | 15.4M $ | |
| 6 | Parker-Hannifin Corp | 15,579 | 13.9M $ | |
| 7 | Dollar General Corp | 116,468 | 13.8M $ | |
| 8 | Apple Inc | 41,631 | 10.6M $ | |
| 9 | Labcorp Holdings Inc | 39,088 | 10.4M $ | |
| 10 | FactSet Research Systems Inc | 34,827 | 7.6M $ | |
| 11 | Henry Schein Inc | 98,882 | 7.3M $ | |
| 12 | CarMax Inc | 172,211 | 7.2M $ | |
| 13 | Roper Technologies Inc | 18,197 | 6.4M $ | |
| 14 | Wolters Kluwer NV | 77,925 | 5.8M $ | |
| 15 | Charter Communications, Inc. | 24,781 | 5.3M $ | |
| 16 | Fiserv Inc | 93,358 | 5.2M $ | |
| 17 | Brown-Forman Corp | 196,284 | 5.2M $ | |
| 18 | Airbnb Inc | 39,601 | 5M $ | |
| 19 | Danaher Corp | 18,892 | 3.6M $ | |
| 20 | Liberty Broadband Corp | 69,874 | 3.5M $ | |
| 21 | American Express Co | 10,700 | 3.2M $ | |
| 22 | Walmart Inc | 8,327 | 1M $ | |
| 23 | International Business Machines Corp. | 4,187 | 1M $ | |
| 24 | Johnson & Johnson | 3,500 | 855.5K $ | |
| 25 | McDonald's Corp. | 2,549 | 792.2K $ | |
| 26 | Exxon Mobil Corp | 4,634 | 786.2K $ | |
| 27 | Newmont Corp | 7,050 | 763.2K $ | |
| 28 | Chevron Corp | 3,618 | 748.6K $ | |
| 29 | Merck & Co Inc | 6,149 | 739.7K $ | |
| 30 | WW Grainger Inc | 634 | 691.6K $ | |
| 31 | Eli Lilly & Co | 750 | 689.8K $ | |
| 32 | AbbVie Inc | 3,119 | 678.4K $ | |
| 33 | Caterpillar Inc | 895 | 634.1K $ | |
| 34 | Coca-Cola Co/The | 7,981 | 607K $ | |
| 35 | JPMorgan Chase & Co | 1,920 | 564.8K $ | |
| 36 | SPDR Gold Shares | 1,250 | 537.9K $ | |
| 37 | Emerson Electric Co. | 4,055 | 531.3K $ | |
| 38 | Procter & Gamble Co/The | 3,675 | 530.8K $ | |
| 39 | Allstate Corp/The | 2,454 | 508.8K $ | |
| 40 | Texas Instruments Inc | 2,520 | 489.2K $ | |
| 41 | Shell PLC | 5,100 | 474.3K $ | |
| 42 | Phillips 66 | 2,495 | 454.5K $ | |
| 43 | RTX Corp | 2,165 | 417.6K $ | |
| 44 | Dimensional ETF Trust | 9,396 | 365.1K $ | |
| 45 | Southern Co/The | 3,746 | 361.6K $ | |
| 46 | Duke Energy Corp | 2,493 | 326.4K $ | |
| 47 | ONEOK Inc | 3,500 | 316.4K $ | |
| 48 | Cisco Systems, Inc. | 3,701 | 287.2K $ | |
| 49 | Kinder Morgan, Inc. | 8,457 | 283.6K $ | |
| 50 | Bank of America Corp | 5,625 | 274.2K $ | |
| 51 | Veralto Corp | 2,673 | 236.3K $ | |