BANYAN CAPITAL MANAGEMENT, INC. Long-Term Concentrated

CIK: 0000846600 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 3, 2025

Total Value ($000): $220,184 (100.0% shares, 0.0% debt)

Holdings (56)

BRK/B BERKSHIRE HATHAWAY B 10.0%
Value ($000) $22,019 Shares 43,798 Est. Cost $213.10 Unrealized +127.3%
MKL MARKEL 9.9%
Value ($000) $21,707 Shares 11,357 Est. Cost $1157.53 Unrealized +69.4%
VNT VONTIER 8.2%
Value ($000) $18,091 Shares 431,055 Est. Cost $29.59 Unrealized +39.1%
CI CIGNA 7.9%
Value ($000) $17,328 Shares 60,144 Est. Cost $180.63 Unrealized +62.3%
PH PARKER HANNIFIN 7.1%
Value ($000) $15,631 Shares 20,617 Est. Cost $149.93 Unrealized +390.3%
PHIN PHINIA 6.8%
Value ($000) $15,003 Shares 261,018 Est. Cost $27.86 Unrealized +92.3%
DG DOLLAR GENERAL 5.6%
Value ($000) $12,246 Shares 118,491 Est. Cost $79.59 Unrealized +36.9%
LH LABCORP HOLDINGS 5.3%
Value ($000) $11,593 Shares 40,384 Est. Cost $202.54 Unrealized +31.7%
AAPL APPLE 5.2%
Value ($000) $11,343 Shares 44,547 Est. Cost $98.74 Unrealized +128.5%
CHTR CHARTER COMMUNICATIONS 4.8%
Value ($000) $10,642 Shares 38,685 Est. Cost $356.93 Unrealized -15.3%
HKHHF HEINEKEN HOLDING NV ORD 4.3%
Value ($000) $9,454 Shares 138,072 Est. Cost $71.68 Unrealized -1.1%
HSIC HENRY SCHEIN 4.2%
Value ($000) $9,235 Shares 139,141 Est. Cost $72.67 Unrealized -4.7%
KMX CARMAX 3.6%
Value ($000) $7,981 Shares 177,870 Est. Cost $66.98 Unrealized -10.9%
BF/B BROWN-FORMAN B 2.4%
Value ($000) $5,186 Shares 191,505 Est. Cost $31.01 Unrealized -7.8%
ABNB AIRBNB A 2.1%
Value ($000) $4,722 Shares 38,890 Est. Cost $126.85 Unrealized +2.0%
DHR DANAHER 2.1%
Value ($000) $4,543 Shares 22,912 Est. Cost $87.89 Unrealized +125.7%
AXP AMERICAN EXPRESS 1.9%
Value ($000) $4,096 Shares 12,331 Est. Cost $96.99 Unrealized +226.4%
IBM IBM 0.5%
Value ($000) $1,207 Shares 4,276 Est. Cost $259.55 Unrealized 0.0%
WMT WALMART 0.5%
Value ($000) $1,045 Shares 10,135 Est. Cost $97.98 Unrealized +1.3%
MCD MCDONALD'S 0.4%
Value ($000) $775 Shares 2,549 Est. Cost $301.40 Unrealized 0.0%
ABBV ABBVIE 0.3%
Value ($000) $722 Shares 3,119 Est. Cost $201.95 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $714 Shares 3,853 Est. Cost $169.51 Unrealized 0.0%
NVDA NVIDIA 0.3%
Value ($000) $700 Shares 3,754 Est. Cost $174.29 Unrealized 0.0%
CVX CHEVRON 0.3%
Value ($000) $667 Shares 4,298 Est. Cost $152.28 Unrealized 0.0%
GWW GRAINGER W W INC 0.3%
Value ($000) $662 Shares 695 Est. Cost $1000.75 Unrealized 0.0%
JPM JPMORGAN CHASE 0.3%
Value ($000) $606 Shares 1,920 Est. Cost $295.93 Unrealized 0.0%
NEM NEWMONT CORPORATION 0.3%
Value ($000) $594 Shares 7,050 Est. Cost $69.39 Unrealized 0.0%
XOM EXXON MOBIL 0.3%
Value ($000) $589 Shares 5,224 Est. Cost $109.70 Unrealized 0.0%
PG PROCTER & GAMBLE 0.3%
Value ($000) $576 Shares 3,751 Est. Cost $154.90 Unrealized 0.0%
LLY ELI LILLY & COMPANY 0.3%
Value ($000) $572 Shares 750 Est. Cost $742.24 Unrealized 0.0%
B BARRICK MINING CORP 0.3%
Value ($000) $567 Shares 17,300 Est. Cost $25.15 Unrealized 0.0%
EMR EMERSON ELECTRIC 0.2%
Value ($000) $545 Shares 4,155 Est. Cost $135.48 Unrealized 0.0%
MRK MERCK 0.2%
Value ($000) $536 Shares 6,389 Est. Cost $81.01 Unrealized 0.0%
ALL ALLSTATE CORP 0.2%
Value ($000) $527 Shares 2,454 Est. Cost $200.20 Unrealized 0.0%
KO COCA COLA 0.2%
Value ($000) $518 Shares 7,810 Est. Cost $67.92 Unrealized 0.0%
WPM WHEATON PRECIOUS METALS 0.2%
Value ($000) $484 Shares 4,325 Est. Cost $97.71 Unrealized 0.0%
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $463 Shares 2,520 Est. Cost $193.30 Unrealized 0.0%
GLD SPDR GOLD SHARES ETF 0.2%
Value ($000) $444 Shares 1,250 Est. Cost $355.47 Unrealized —
CAT CATERPILLAR 0.2%
Value ($000) $427 Shares 895 Est. Cost $425.39 Unrealized 0.0%
SO SOUTHERN COMPANY 0.2%
Value ($000) $410 Shares 4,325 Est. Cost $92.22 Unrealized 0.0%
DFAC DIMENSIONAL US CORE EQUITY ETF 0.2%
Value ($000) $391 Shares 10,125 Est. Cost $38.57 Unrealized —
MET METLIFE 0.2%
Value ($000) $389 Shares 4,725 Est. Cost $77.91 Unrealized 0.0%
MSFT MICROSOFT 0.2%
Value ($000) $381 Shares 735 Est. Cost $508.71 Unrealized 0.0%
SHEL SHELL PLC 0.2%
Value ($000) $365 Shares 5,100 Est. Cost $71.53 Unrealized —
RTX RTX CORP 0.2%
Value ($000) $362 Shares 2,165 Est. Cost $154.28 Unrealized 0.0%
MMM 3M COMPANY 0.2%
Value ($000) $356 Shares 2,297 Est. Cost $153.11 Unrealized 0.0%
PSX PHILLIPS 66 0.2%
Value ($000) $353 Shares 2,595 Est. Cost $126.39 Unrealized 0.0%
DD DUPONT DE NEMOURS 0.1%
Value ($000) $326 Shares 4,183 Est. Cost $31.14 Unrealized 0.0%
DUK DUKE ENERGY 0.1%
Value ($000) $324 Shares 2,618 Est. Cost $119.80 Unrealized 0.0%
VLTO VERALTO 0.1%
Value ($000) $300 Shares 2,812 Est. Cost $73.75 Unrealized +42.7%
BAC BANK OF AMERICA 0.1%
Value ($000) $290 Shares 5,625 Est. Cost $48.34 Unrealized 0.0%
CSCO CISCO 0.1%
Value ($000) $259 Shares 3,780 Est. Cost $67.38 Unrealized 0.0%
OKE ONEOK INC 0.1%
Value ($000) $255 Shares 3,500 Est. Cost $75.06 Unrealized 0.0%
KMI KINDER MORGAN 0.1%
Value ($000) $241 Shares 8,497 Est. Cost $26.97 Unrealized 0.0%
LEU CENTRUS ENERGY CORP A 0.1%
Value ($000) $217 Shares 700 Est. Cost $221.21 Unrealized 0.0%
ITOT ISHARES CORE S&P TOTAL US STOCK 0.1%
Value ($000) $205 Shares 1,405 Est. Cost $145.65 Unrealized —