Holders — by stockHoldings — by fund
BANYAN CAPITAL MANAGEMENT, INC.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000846600
$230.1M
disclosed book value
55
positions
9.1%
largest position share
Positions, as of 2026-06-30
top 55 of 55 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | MKLMARKEL | 10,701 | $20.9M | 9.1% |
| 2 | BRK/BBERKSHIRE HATHAWAY B | 40,853 | $20.4M | 8.9% |
| 3 | CICIGNA | 60,148 | $16.6M | 7.2% |
| 4 | PHINPHINIA | 189,567 | $15.6M | 6.8% |
| 5 | PHPARKER HANNIFIN | 14,184 | $13.9M | 6% |
| 6 | DGDOLLAR GENERAL | 114,162 | $13.1M | 5.7% |
| 7 | VNTVONTIER | 431,861 | $12.5M | 5.4% |
| 8 | AAPLAPPLE | 40,584 | $11.7M | 5.1% |
| 9 | LHLABCORP HOLDINGS | 38,533 | $10.8M | 4.7% |
| 10 | KMXCARMAX | 169,214 | $8.9M | 3.9% |
| 11 | FDSFACTSET RESH SYS INC | 34,282 | $7.9M | 3.4% |
| 12 | HKHHFHEINEKEN HOLDING NV ORD | 102,354 | $7.8M | 3.4% |
| 13 | HSICHENRY SCHEIN | 91,259 | $7.6M | 3.3% |
| 14 | ROPROPER TECHNOLOGIES | 19,882 | $6.7M | 2.9% |
| 15 | WTKWYWOLTERS KLUWER NV | 101,636 | $6.6M | 2.8% |
| 16 | FISVFISERV | 111,244 | $5.5M | 2.4% |
| 17 | ABNBAIRBNB A | 36,819 | $5.3M | 2.3% |
| 18 | CHTRCHARTER COMMUNICATIONS | 36,300 | $5.2M | 2.2% |
| 19 | BF/BBROWN-FORMAN B | 186,621 | $5.0M | 2.2% |
| 20 | AXPAMERICAN EXPRESS | 10,379 | $3.5M | 1.5% |
| 21 | DHRDANAHER | 17,050 | $3.2M | 1.4% |
| 22 | AKREAKRE FOCUS ETF | 39,916 | $2.1M | 0.9% |
| 23 | IBMIBM | 4,112 | $1.2M | 0.5% |
| 24 | CATCATERPILLAR | 895 | $953,085 | 0.4% |
| 25 | LLYELI LILLY & COMPANY | 750 | $899,572 | 0.4% |
| 26 | WMTWALMART | 7,777 | $880,823 | 0.4% |
| 27 | JNJJOHNSON & JOHNSON | 3,396 | $862,482 | 0.4% |
| 28 | GWWGRAINGER W W INC | 591 | $803,996 | 0.3% |
| 29 | MRKMERCK | 5,841 | $750,568 | 0.3% |
| 30 | ABBVABBVIE | 2,919 | $734,537 | 0.3% |
| 31 | TXNTEXAS INSTRUMENTS | 2,370 | $706,425 | 0.3% |
| 32 | MCDMCDONALD'S | 2,449 | $661,989 | 0.3% |
| 33 | NEMNEWMONT CORPORATION | 7,050 | $658,470 | 0.3% |
| 34 | KOCOCA COLA | 7,836 | $636,831 | 0.3% |
| 35 | BBARRICK MINING CORP | 17,300 | $635,429 | 0.3% |
| 36 | XOMEXXON MOBIL | 4,578 | $625,904 | 0.3% |
| 37 | JPMJPMORGAN CHASE | 1,810 | $592,467 | 0.3% |
| 38 | CVXCHEVRON | 3,566 | $591,100 | 0.3% |
| 39 | ALLALLSTATE CORP | 2,454 | $583,904 | 0.3% |
| 40 | EMREMERSON ELECTRIC | 4,055 | $580,473 | 0.3% |
| 41 | PGPROCTER & GAMBLE | 3,651 | $535,382 | 0.2% |
| 42 | LBRDKLIBERTY BROADBAND C | 15,911 | $529,199 | 0.2% |
| 43 | WPMWHEATON PRECIOUS METALS | 4,325 | $485,784 | 0.2% |
| 44 | GLDSPDR GOLD SHARES ETF | 1,250 | $460,475 | 0.2% |
| 45 | CSCOCISCO | 3,701 | $434,719 | 0.2% |
| 46 | PSXPHILLIPS 66 | 2,495 | $421,779 | 0.2% |
| 47 | DFACDIMENSIONAL US CORE EQUITY ETF | 9,400 | $416,991 | 0.2% |
| 48 | RTXRTX CORP | 2,105 | $399,381 | 0.2% |
| 49 | SHELSHELL PLC | 5,100 | $395,454 | 0.2% |
| 50 | SOSOUTHERN COMPANY | 3,746 | $358,529 | 0.2% |
| 51 | BACBANK OF AMERICA | 5,625 | $320,512 | 0.1% |
| 52 | DUKDUKE ENERGY | 2,493 | $315,563 | 0.1% |
| 53 | OKEONEOK INC | 3,500 | $304,290 | 0.1% |
| 54 | KMIKINDER MORGAN | 8,457 | $270,370 | 0.1% |
| 55 | VLTOVERALTO | 2,673 | $237,041 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.