BANYAN CAPITAL MANAGEMENT, INC. Long-Term Concentrated

CIK: 0000846600 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 2, 2025

Total Value ($000): $177,051 (100.0% shares, 0.0% debt)

Holdings (16)

BRK/B BERKSHIRE HATHAWAY B 12.9%

Value ($000) $22,905 Shares 43,007 Est. Cost $210.04 Unrealized +131.5%

MKL MARKEL 11.2%

Value ($000) $19,838 Shares 10,611 Est. Cost $1102.54 Unrealized +66.9%

CI CIGNA 10.1%

Value ($000) $17,901 Shares 54,409 Est. Cost $168.26 Unrealized +75.7%

VNT VONTIER 7.5%

Value ($000) $13,319 Shares 405,458 Est. Cost $29.11 Unrealized +25.1%

PH PARKER HANNIFIN 7.3%

Value ($000) $12,970 Shares 21,337 Est. Cost $149.93 Unrealized +332.6%

CHTR CHARTER COMMUNICATIONS 6.8%

Value ($000) $12,035 Shares 32,658 Est. Cost $363.38 Unrealized -1.6%

KMX CARMAX 5.8%

Value ($000) $10,313 Shares 132,349 Est. Cost $69.00 Unrealized +16.2%

PHIN PHINIA 5.8%

Value ($000) $10,288 Shares 242,474 Est. Cost $26.40 Unrealized +77.9%

AAPL APPLE 5.4%

Value ($000) $9,477 Shares 42,665 Est. Cost $90.51 Unrealized +155.0%

DG DOLLAR GENERAL 5.2%

Value ($000) $9,154 Shares 104,107 Est. Cost $75.95 Unrealized -2.1%

LH LABCORP HOLDINGS 5.0%

Value ($000) $8,895 Shares 38,220 Est. Cost $199.50 Unrealized +20.4%

HKHHF HEINEKEN HOLDINGS 4.9%

Value ($000) $8,636 Shares 119,338 Est. Cost $71.54 Unrealized -9.7%

HSIC HENRY SCHEIN 4.6%

Value ($000) $8,153 Shares 119,040 Est. Cost $73.28 Unrealized +0.8%

AXP AMERICAN EXPRESS 4.6%

Value ($000) $8,110 Shares 30,144 Est. Cost $96.99 Unrealized +201.5%

DHR DANAHER 2.7%

Value ($000) $4,746 Shares 23,149 Est. Cost $87.89 Unrealized +146.9%

VLTO VERALTO 0.2%

Value ($000) $311 Shares 3,193 Est. Cost $73.75 Unrealized +34.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BRK/B	BERKSHIRE HATHAWAY B	43,007	$22,905	12.9%	$210.04	+131.5%	STOCK	084670702
MKL	MARKEL	10,611	$19,838	11.2%	$1102.54	+66.9%	STOCK	570535104
CI	CIGNA	54,409	$17,901	10.1%	$168.26	+75.7%	STOCK	125523100
VNT	VONTIER	405,458	$13,319	7.5%	$29.11	+25.1%	STOCK	928881101
PH	PARKER HANNIFIN	21,337	$12,970	7.3%	$149.93	+332.6%	STOCK	701094104
CHTR	CHARTER COMMUNICATIONS	32,658	$12,035	6.8%	$363.38	-1.6%	STOCK	16119P108
KMX	CARMAX	132,349	$10,313	5.8%	$69.00	+16.2%	STOCK	143130102
PHIN	PHINIA	242,474	$10,288	5.8%	$26.40	+77.9%	STOCK	71880K101
AAPL	APPLE	42,665	$9,477	5.4%	$90.51	+155.0%	STOCK	037833100
DG	DOLLAR GENERAL	104,107	$9,154	5.2%	$75.95	-2.1%	STOCK	256677105
LH	LABCORP HOLDINGS	38,220	$8,895	5.0%	$199.50	+20.4%	STOCK	504922105
HKHHF	HEINEKEN HOLDINGS	119,338	$8,636	4.9%	$71.54	-9.7%	STOCK	N39338194
HSIC	HENRY SCHEIN	119,040	$8,153	4.6%	$73.28	+0.8%	STOCK	806407102
AXP	AMERICAN EXPRESS	30,144	$8,110	4.6%	$96.99	+201.5%	STOCK	025816109
DHR	DANAHER	23,149	$4,746	2.7%	$87.89	+146.9%	STOCK	235851102
VLTO	VERALTO	3,193	$311	0.2%	$73.75	+34.7%	STOCK	92338C103