BANYAN CAPITAL MANAGEMENT, INC. Long-Term Concentrated

Name: BANYAN CAPITAL MANAGEMENT, INC. Q2 2026 13F Filing | 13F Explorer
Creator: BANYAN CAPITAL MANAGEMENT, INC.
Published: 2026-08-03

Location: Atlanta, GA

CIK: 0000846600 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 3, 2026

Total Value: $230M (100.0% shares, 0.0% debt)

Holdings (55)

Increased Positions (4)

WTKWY WOLTERS KLUWER NV 2.8%

Value $6.553M (+12.6%) Shares 101,636 (+30.4%) Est. Cost $72.29 Unrealized —

ROP ROPER TECHNOLOGIES 2.9%

Value $6.728M (+4.5%) Shares 19,882 (+9.3%) Est. Cost $374.73 Unrealized —

FISV FISERV 2.4%

Value $5.457M (+4.7%) Shares 111,244 (+19.2%) Est. Cost $77.68 Unrealized —

CHTR CHARTER COMMUNICATIONS 2.2%

Value $5.162M (-3.5%) Shares 36,300 (+46.5%) Est. Cost $280.87 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
WTKWY	WOLTERS KLUWER NV	101,636 (+30.4%)	$6.553M (+12.6%)	2.8%	$72.29	—	STOCK	977874205
ROP	ROPER TECHNOLOGIES	19,882 (+9.3%)	$6.728M (+4.5%)	2.9%	$374.73	—	STOCK	776696106
FISV	FISERV	111,244 (+19.2%)	$5.457M (+4.7%)	2.4%	$77.68	—	STOCK	337738108
CHTR	CHARTER COMMUNICATIONS	36,300 (+46.5%)	$5.162M (-3.5%)	2.2%	$280.87	—	STOCK	16119P108

Decreased Positions (29)

LBRDK LIBERTY BROADBAND C 0.2%

Value $529K (-84.9%) Shares 15,911 (-77.2%) Est. Cost $52.01 Unrealized —

PHIN PHINIA 6.8%

Value $15.61M (-10.7%) Shares 189,567 (-25.8%) Est. Cost $27.86 Unrealized —

KMX CARMAX 3.9%

Value $8.95M (+25.0%) Shares 169,214 (-1.7%) Est. Cost $63.65 Unrealized —

AAPL APPLE 5.1%

Value $11.74M (+11.1%) Shares 40,584 (-2.5%) Est. Cost $98.74 Unrealized —

DG DOLLAR GENERAL 5.7%

Value $13.14M (-5.0%) Shares 114,162 (-2.0%) Est. Cost $79.59 Unrealized —

LH LABCORP HOLDINGS 4.7%

Value $10.79M (+3.5%) Shares 38,533 (-1.4%) Est. Cost $202.54 Unrealized —

HKHHF HEINEKEN HOLDING NV ORD 3.4%

Value $7.805M (+4.7%) Shares 102,354 (-2.7%) Est. Cost $71.68 Unrealized —

HSIC HENRY SCHEIN 3.3%

Value $7.622M (+4.6%) Shares 91,259 (-7.7%) Est. Cost $72.67 Unrealized —

DHR DANAHER 1.4%

Value $3.248M (-9.3%) Shares 17,050 (-9.8%) Est. Cost $87.89 Unrealized —

FDS FACTSET RESH SYS INC 3.4%

Value $7.888M (+4.4%) Shares 34,282 (-1.6%) Est. Cost $247.11 Unrealized —

AXP AMERICAN EXPRESS 1.5%

Value $3.511M (+8.5%) Shares 10,379 (-3.0%) Est. Cost $96.99 Unrealized —

ABNB AIRBNB A 2.3%

Value $5.269M (+5.4%) Shares 36,819 (-7.0%) Est. Cost $126.89 Unrealized —

MKL MARKEL 9.1%

Value $20.9M (-1.2%) Shares 10,701 (-3.2%) Est. Cost $1157.53 Unrealized —

TXN TEXAS INSTRUMENTS 0.3%

Value $706K (+44.4%) Shares 2,370 (-6.0%) Est. Cost $193.30 Unrealized —

BF/B BROWN-FORMAN B 2.2%

Value $4.973M (-4.2%) Shares 186,621 (-4.9%) Est. Cost $30.94 Unrealized —

XOM EXXON MOBIL 0.3%

Value $626K (-20.4%) Shares 4,578 (-1.2%) Est. Cost $109.70 Unrealized —

CVX CHEVRON 0.3%

Value $591K (-21.0%) Shares 3,566 (-1.4%) Est. Cost $152.28 Unrealized —

WMT WALMART 0.4%

Value $881K (-14.9%) Shares 7,777 (-6.6%) Est. Cost $97.98 Unrealized —

IBM IBM 0.5%

Value $1.156M (+13.9%) Shares 4,112 (-1.8%) Est. Cost $259.55 Unrealized —

MCD MCDONALD'S 0.3%

Value $662K (-16.4%) Shares 2,449 (-3.9%) Est. Cost $301.40 Unrealized —

GWW GRAINGER W W INC 0.3%

Value $804K (+16.3%) Shares 591 (-6.8%) Est. Cost $1000.75 Unrealized —

CI CIGNA 7.2%

Value $16.58M (-0.6%) Shares 60,148 (-3.8%) Est. Cost $184.60 Unrealized —

PH PARKER HANNIFIN 6.0%

Value $13.87M (-0.5%) Shares 14,184 (-9.0%) Est. Cost $149.93 Unrealized —

ABBV ABBVIE 0.3%

Value $735K (+8.3%) Shares 2,919 (-6.4%) Est. Cost $201.95 Unrealized —

KO COCA COLA 0.3%

Value $637K (+4.9%) Shares 7,836 (-1.8%) Est. Cost $68.09 Unrealized —

JPM JPMORGAN CHASE 0.3%

Value $592K (+4.9%) Shares 1,810 (-5.7%) Est. Cost $295.93 Unrealized —

RTX RTX CORP 0.2%

Value $399K (-4.4%) Shares 2,105 (-2.8%) Est. Cost $154.28 Unrealized —

MRK MERCK 0.3%

Value $751K (+1.5%) Shares 5,841 (-5.0%) Est. Cost $82.02 Unrealized —

JNJ JOHNSON & JOHNSON 0.4%

Value $862K (+0.8%) Shares 3,396 (-3.0%) Est. Cost $169.51 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LBRDK	LIBERTY BROADBAND C	15,911 (-77.2%)	$529K (-84.9%)	0.2%	$52.01	—	STOCK	530307305
PHIN	PHINIA	189,567 (-25.8%)	$15.61M (-10.7%)	6.8%	$27.86	—	STOCK	71880K101
KMX	CARMAX	169,214 (-1.7%)	$8.95M (+25.0%)	3.9%	$63.65	—	STOCK	143130102
AAPL	APPLE	40,584 (-2.5%)	$11.74M (+11.1%)	5.1%	$98.74	—	STOCK	037833100
DG	DOLLAR GENERAL	114,162 (-2.0%)	$13.14M (-5.0%)	5.7%	$79.59	—	STOCK	256677105
LH	LABCORP HOLDINGS	38,533 (-1.4%)	$10.79M (+3.5%)	4.7%	$202.54	—	STOCK	504922105
HKHHF	HEINEKEN HOLDING NV ORD	102,354 (-2.7%)	$7.805M (+4.7%)	3.4%	$71.68	—	STOCK	N39338194
HSIC	HENRY SCHEIN	91,259 (-7.7%)	$7.622M (+4.6%)	3.3%	$72.67	—	STOCK	806407102
DHR	DANAHER	17,050 (-9.8%)	$3.248M (-9.3%)	1.4%	$87.89	—	STOCK	235851102
FDS	FACTSET RESH SYS INC	34,282 (-1.6%)	$7.888M (+4.4%)	3.4%	$247.11	—	STOCK	303075105
AXP	AMERICAN EXPRESS	10,379 (-3.0%)	$3.511M (+8.5%)	1.5%	$96.99	—	STOCK	025816109
ABNB	AIRBNB A	36,819 (-7.0%)	$5.269M (+5.4%)	2.3%	$126.89	—	STOCK	009066101
MKL	MARKEL	10,701 (-3.2%)	$20.9M (-1.2%)	9.1%	$1157.53	—	STOCK	570535104
TXN	TEXAS INSTRUMENTS	2,370 (-6.0%)	$706K (+44.4%)	0.3%	$193.30	—	STOCK	882508104
BF/B	BROWN-FORMAN B	186,621 (-4.9%)	$4.973M (-4.2%)	2.2%	$30.94	—	STOCK	115637209
XOM	EXXON MOBIL	4,578 (-1.2%)	$626K (-20.4%)	0.3%	$109.70	—	STOCK	30231G102
CVX	CHEVRON	3,566 (-1.4%)	$591K (-21.0%)	0.3%	$152.28	—	STOCK	166764100
WMT	WALMART	7,777 (-6.6%)	$881K (-14.9%)	0.4%	$97.98	—	STOCK	931142103
IBM	IBM	4,112 (-1.8%)	$1.156M (+13.9%)	0.5%	$259.55	—	STOCK	459200101
MCD	MCDONALD'S	2,449 (-3.9%)	$662K (-16.4%)	0.3%	$301.40	—	STOCK	580135101
GWW	GRAINGER W W INC	591 (-6.8%)	$804K (+16.3%)	0.3%	$1000.75	—	STOCK	384802104
CI	CIGNA	60,148 (-3.8%)	$16.58M (-0.6%)	7.2%	$184.60	—	STOCK	125523100
PH	PARKER HANNIFIN	14,184 (-9.0%)	$13.87M (-0.5%)	6.0%	$149.93	—	STOCK	701094104
ABBV	ABBVIE	2,919 (-6.4%)	$735K (+8.3%)	0.3%	$201.95	—	STOCK	00287Y109
KO	COCA COLA	7,836 (-1.8%)	$637K (+4.9%)	0.3%	$68.09	—	STOCK	191216100
JPM	JPMORGAN CHASE	1,810 (-5.7%)	$592K (+4.9%)	0.3%	$295.93	—	STOCK	46625H100
RTX	RTX CORP	2,105 (-2.8%)	$399K (-4.4%)	0.2%	$154.28	—	STOCK	75513E101
MRK	MERCK	5,841 (-5.0%)	$751K (+1.5%)	0.3%	$82.02	—	STOCK	58933Y105
JNJ	JOHNSON & JOHNSON	3,396 (-3.0%)	$862K (+0.8%)	0.4%	$169.51	—	STOCK	478160104

Unchanged Positions (22)

VNT VONTIER 5.4%

Value $12.52M Shares 431,861 Est. Cost $29.59 Unrealized —

BRK/B BERKSHIRE HATHAWAY B 8.9%

Value $20.44M Shares 40,853 Est. Cost $213.10 Unrealized —

CAT CATERPILLAR 0.4%

Value $953K Shares 895 Est. Cost $425.39 Unrealized —

LLY ELI LILLY & COMPANY 0.4%

Value $900K Shares 750 Est. Cost $742.24 Unrealized —

CSCO CISCO 0.2%

Value $435K Shares 3,701 Est. Cost $67.38 Unrealized —

NEM NEWMONT CORPORATION 0.3%

Value $658K Shares 7,050 Est. Cost $69.39 Unrealized —

WPM WHEATON PRECIOUS METALS 0.2%

Value $486K Shares 4,325 Est. Cost $97.71 Unrealized —

SHEL SHELL PLC 0.2%

Value $395K Shares 5,100 Est. Cost $71.53 Unrealized —

GLD SPDR GOLD SHARES ETF 0.2%

Value $460K Shares 1,250 Est. Cost $355.47 Unrealized —

ALL ALLSTATE CORP 0.3%

Value $584K Shares 2,454 Est. Cost $200.20 Unrealized —

B BARRICK MINING CORP 0.3%

Value $635K Shares 17,300 Est. Cost $25.15 Unrealized —

DFAC DIMENSIONAL US CORE EQUITY ETF 0.2%

Value $417K Shares 9,400 Est. Cost $38.57 Unrealized —

EMR EMERSON ELECTRIC 0.3%

Value $580K Shares 4,055 Est. Cost $135.48 Unrealized —

BAC BANK OF AMERICA 0.1%

Value $321K Shares 5,625 Est. Cost $48.34 Unrealized —

PSX PHILLIPS 66 0.2%

Value $422K Shares 2,495 Est. Cost $126.39 Unrealized —

KMI KINDER MORGAN 0.1%

Value $270K Shares 8,457 Est. Cost $26.97 Unrealized —

OKE ONEOK INC 0.1%

Value $304K Shares 3,500 Est. Cost $75.06 Unrealized —

DUK DUKE ENERGY 0.1%

Value $316K Shares 2,493 Est. Cost $119.80 Unrealized —

AKRE AKRE FOCUS ETF 0.9%

Value $2.123M Shares 39,916 Est. Cost $65.51 Unrealized —

PG PROCTER & GAMBLE 0.2%

Value $535K Shares 3,651 Est. Cost $154.90 Unrealized —

SO SOUTHERN COMPANY 0.2%

Value $359K Shares 3,746 Est. Cost $92.22 Unrealized —

VLTO VERALTO 0.1%

Value $237K Shares 2,673 Est. Cost $73.75 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VNT	VONTIER	431,861	$12.52M	5.4%	$29.59	—	STOCK	928881101
BRK/B	BERKSHIRE HATHAWAY B	40,853	$20.44M	8.9%	$213.10	—	STOCK	084670702
CAT	CATERPILLAR	895	$953K	0.4%	$425.39	—	STOCK	149123101
LLY	ELI LILLY & COMPANY	750	$900K	0.4%	$742.24	—	STOCK	532457108
CSCO	CISCO	3,701	$435K	0.2%	$67.38	—	STOCK	17275R102
NEM	NEWMONT CORPORATION	7,050	$658K	0.3%	$69.39	—	STOCK	651639106
WPM	WHEATON PRECIOUS METALS	4,325	$486K	0.2%	$97.71	—	STOCK	962879102
SHEL	SHELL PLC	5,100	$395K	0.2%	$71.53	—	STOCK	780259305
GLD	SPDR GOLD SHARES ETF	1,250	$460K	0.2%	$355.47	—	STOCK	78463V107
ALL	ALLSTATE CORP	2,454	$584K	0.3%	$200.20	—	STOCK	020002101
B	BARRICK MINING CORP	17,300	$635K	0.3%	$25.15	—	STOCK	06849F108
DFAC	DIMENSIONAL US CORE EQUITY ETF	9,400	$417K	0.2%	$38.57	—	STOCK	25434V708
EMR	EMERSON ELECTRIC	4,055	$580K	0.3%	$135.48	—	STOCK	291011104
BAC	BANK OF AMERICA	5,625	$321K	0.1%	$48.34	—	STOCK	060505104
PSX	PHILLIPS 66	2,495	$422K	0.2%	$126.39	—	STOCK	718546104
KMI	KINDER MORGAN	8,457	$270K	0.1%	$26.97	—	STOCK	49456B101
OKE	ONEOK INC	3,500	$304K	0.1%	$75.06	—	STOCK	682680103
DUK	DUKE ENERGY	2,493	$316K	0.1%	$119.80	—	STOCK	26441C204
AKRE	AKRE FOCUS ETF	39,916	$2.123M	0.9%	$65.51	—	STOCK	74316P579
PG	PROCTER & GAMBLE	3,651	$535K	0.2%	$154.90	—	STOCK	742718109
SO	SOUTHERN COMPANY	3,746	$359K	0.2%	$92.22	—	STOCK	842587107
VLTO	VERALTO	2,673	$237K	0.1%	$73.75	—	STOCK	92338C103