The Analysis of BANYAN CAPITAL MANAGEMENT, INC.'s Holdings
Currently, BANYAN CAPITAL MANAGEMENT, INC. holds 55 types of securities in its portfolio with a total value $230.1M. In the most recent quarter, they have increased their positions in FI (+90.1K shares, valued at $6.1M), LBRDK (+69.3K shares, valued at $3.4M), N/A (+40.8K shares, valued at $2.7M); decreased their positions in CHTR (-15.9K shares, valued at $3.3M), PH (-1.9K shares, valued at $1.7M), KMX (-31.6K shares, valued at $1.2M); initiated new positions in FI (+90.1K shares, valued at $6.1M), LBRDK (+69.3K shares, valued at $3.4M), N/A (+40.8K shares, valued at $2.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MKL MARKEL11.3K shares-0.59%2025-12-312026-02-02
CIGNA CIGNA60.1K shares-0.12%2025-12-312026-02-02 PH PARKER HANNIFIN18.7K shares-9.42%2025-12-312026-02-02 PHIN PHINIA259.9K shares-0.43%2025-12-312026-02-02 VNT VONTIER429.3K shares-0.40%2025-12-312026-02-02 DG DOLLAR GENERAL118.0K shares-0.41%2025-12-312026-02-02 AAPL APPLE43.7K shares-1.91%2025-12-312026-02-02 HSIC HENRY SCHEIN135.8K shares-2.43%2025-12-312026-02-02 LH LABCORP HOLDINGS40.1K shares-0.71%2025-12-312026-02-02 FI FISERV90.1K sharesnew addition2025-12-312026-02-02 KMX CARMAX146.2K shares-17.78%2025-12-312026-02-02 ABNB AIRBNB A38.9K shares0.07%2025-12-312026-02-02 DHR DANAHER22.6K shares-1.55%2025-12-312026-02-02 BF.B BROWN-FORMAN B192.0K shares0.27%2025-12-312026-02-02 CHTR CHARTER COMMUNICATIONS22.8K shares-41.13%2025-12-312026-02-02 AXP AMERICAN EXPRESS12.3K shares-0.65%2025-12-312026-02-02 LBRDK LIBERTY BROADBAND C69.3K sharesnew addition2025-12-312026-02-02 AKRE FOCUS ETF AKRE FOCUS ETF40.8K sharesnew addition2025-12-312026-02-02 IBM IBM4.2K shares-1.40%2025-12-312026-02-02 WMT WALMART9.4K shares-6.99%2025-12-312026-02-02 LLY ELI LILLY & COMPANY750 shares0.00%2025-12-312026-02-02 MCD MCDONALD'S2.5K shares0.00%2025-12-312026-02-02 JNJ JOHNSON & JOHNSON3.6K shares-5.84%2025-12-312026-02-02 ABBV ABBVIE3.1K shares0.00%2025-12-312026-02-02 NEM NEWMONT CORPORATION7.0K shares0.00%2025-12-312026-02-02 GWW GRAINGER W W INC686 shares-1.29%2025-12-312026-02-02 XOM EXXON MOBIL5.2K shares0.00%2025-12-312026-02-02 MERCK MERCK6.0K shares-6.67%2025-12-312026-02-02 JPM JPMORGAN CHASE1.9K shares0.00%2025-12-312026-02-02 CVX CHEVRON3.8K shares-11.63%2025-12-312026-02-02 KO COCA COLA7.8K shares-0.38%2025-12-312026-02-02 EMR EMERSON ELECTRIC4.1K shares-2.41%2025-12-312026-02-02 PG PROCTER & GAMBLE3.8K shares0.00%2025-12-312026-02-02 CAT CATERPILLAR895 shares0.00%2025-12-312026-02-02 ALL ALLSTATE CORP2.5K shares0.00%2025-12-312026-02-02 WPM WHEATON PRECIOUS METALS4.3K shares0.00%2025-12-312026-02-02 GLD SPDR GOLD SHARES ETF1.3K shares0.00%2025-12-312026-02-02 TXN TEXAS INSTRUMENTS2.5K shares0.00%2025-12-312026-02-02 DFAC DIMENSIONAL US CORE EQUITY ETF10.1K shares0.05%2025-12-312026-02-02 RTX RTX CORP2.2K shares0.00%2025-12-312026-02-02 SHEL SHELL PLC5.1K shares0.00%2025-12-312026-02-02 MMM 3M COMPANY2.3K shares0.00%2025-12-312026-02-02 MET METLIFE4.6K shares-1.69%2025-12-312026-02-02 SO SOUTHERN COMPANY4.1K shares-4.62%2025-12-312026-02-02 PSX PHILLIPS 662.5K shares-3.85%2025-12-312026-02-02 BAC BANK OF AMERICA5.6K shares0.00%2025-12-312026-02-02 MSFT MICROSOFT625 shares-14.97%2025-12-312026-02-02 DUKE ENERGY DUKE ENERGY2.5K shares-4.77%2025-12-312026-02-02 CSCO CISCO3.8K shares0.00%2025-12-312026-02-02 VLTO VERALTO2.8K shares-1.92%2025-12-312026-02-02 OKE ONEOK INC3.5K shares0.00%2025-12-312026-02-02 KMI KINDER MORGAN8.5K shares0.00%2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available