BANYAN CAPITAL MANAGEMENT, INC. Long-Term Concentrated

CIK: 0000846600 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 15, 2025

Total Value ($000): $194,471 (100.0% shares, 0.0% debt)

Holdings (19)

MKL MARKEL 11.1%

Value ($000) $21,556 Shares 10,792 Est. Cost $1115.49 Unrealized +68.1%

BRK/B BERKSHIRE HATHAWAY B 10.8%

Value ($000) $21,038 Shares 43,309 Est. Cost $210.04 Unrealized +141.8%

CI CIGNA 9.4%

Value ($000) $18,349 Shares 55,505 Est. Cost $171.22 Unrealized +85.7%

VNT VONTIER 8.0%

Value ($000) $15,499 Shares 420,025 Est. Cost $29.28 Unrealized +16.3%

PH PARKER HANNIFIN 7.6%

Value ($000) $14,699 Shares 21,044 Est. Cost $149.93 Unrealized +319.0%

CHTR CHARTER COMMUNICATIONS 7.2%

Value ($000) $13,956 Shares 34,137 Est. Cost $364.22 Unrealized +5.1%

DG DOLLAR GENERAL 6.4%

Value ($000) $12,363 Shares 108,089 Est. Cost $76.76 Unrealized +27.8%

PHIN PHINIA 5.8%

Value ($000) $11,250 Shares 252,856 Est. Cost $27.03 Unrealized +53.9%

LH LABCORP HOLDINGS 5.3%

Value ($000) $10,275 Shares 39,143 Est. Cost $200.50 Unrealized +20.6%

HKHHF HEINEKEN HOLDINGS 4.9%

Value ($000) $9,466 Shares 126,948 Est. Cost $71.74 Unrealized +4.4%

KMX CARMAX 4.9%

Value ($000) $9,465 Shares 140,827 Est. Cost $68.89 Unrealized -2.4%

HSIC HENRY SCHEIN 4.8%

Value ($000) $9,344 Shares 127,912 Est. Cost $72.97 Unrealized -5.7%

AAPL APPLE 4.4%

Value ($000) $8,583 Shares 41,835 Est. Cost $90.51 Unrealized +122.5%

ABNB AIRBNB A 2.5%

Value ($000) $4,808 Shares 36,311 Est. Cost $126.67 Unrealized 0.0%

DHR DANAHER 2.3%

Value ($000) $4,536 Shares 22,960 Est. Cost $87.89 Unrealized +119.6%

BF/B BROWN-FORMAN B 2.3%

Value ($000) $4,440 Shares 165,003 Est. Cost $31.40 Unrealized 0.0%

AXP AMERICAN EXPRESS 2.2%

Value ($000) $4,284 Shares 13,430 Est. Cost $96.99 Unrealized +188.0%

VLTO VERALTO 0.1%

Value ($000) $284 Shares 2,812 Est. Cost $73.75 Unrealized +30.4%

WMT WALMART 0.1%

Value ($000) $277 Shares 2,835 Est. Cost $94.76 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MKL	MARKEL	10,792	$21,556	11.1%	$1115.49	+68.1%	STOCK	570535104
BRK/B	BERKSHIRE HATHAWAY B	43,309	$21,038	10.8%	$210.04	+141.8%	STOCK	084670702
CI	CIGNA	55,505	$18,349	9.4%	$171.22	+85.7%	STOCK	125523100
VNT	VONTIER	420,025	$15,499	8.0%	$29.28	+16.3%	STOCK	928881101
PH	PARKER HANNIFIN	21,044	$14,699	7.6%	$149.93	+319.0%	STOCK	701094104
CHTR	CHARTER COMMUNICATIONS	34,137	$13,956	7.2%	$364.22	+5.1%	STOCK	16119P108
DG	DOLLAR GENERAL	108,089	$12,363	6.4%	$76.76	+27.8%	STOCK	256677105
PHIN	PHINIA	252,856	$11,250	5.8%	$27.03	+53.9%	STOCK	71880K101
LH	LABCORP HOLDINGS	39,143	$10,275	5.3%	$200.50	+20.6%	STOCK	504922105
HKHHF	HEINEKEN HOLDINGS	126,948	$9,466	4.9%	$71.74	+4.4%	STOCK	N39338194
KMX	CARMAX	140,827	$9,465	4.9%	$68.89	-2.4%	STOCK	143130102
HSIC	HENRY SCHEIN	127,912	$9,344	4.8%	$72.97	-5.7%	STOCK	806407102
AAPL	APPLE	41,835	$8,583	4.4%	$90.51	+122.5%	STOCK	037833100
ABNB	AIRBNB A	36,311	$4,808	2.5%	$126.67	0.0%	STOCK	009066101
DHR	DANAHER	22,960	$4,536	2.3%	$87.89	+119.6%	STOCK	235851102
BF/B	BROWN-FORMAN B	165,003	$4,440	2.3%	$31.40	0.0%	STOCK	115637209
AXP	AMERICAN EXPRESS	13,430	$4,284	2.2%	$96.99	+188.0%	STOCK	025816109
VLTO	VERALTO	2,812	$284	0.1%	$73.75	+30.4%	STOCK	92338C103
WMT	WALMART	2,835	$277	0.1%	$94.76	0.0%	STOCK	931142103