BANYAN CAPITAL MANAGEMENT, INC.
CIK: 0000846600SEC EDGAR →
Portfolio Value
$230.1B
Holdings
55
As of
Q4 2025
New Positions
55
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MARKEL | 11,290 | $24.3B | 10.55% |
| 2 | BERKSHIRE HATHAWAY B | 42,980 | $21.6B | 9.39% |
| 3 | CIGNA | 60,074 | $16.5B | 7.19% |
| 4 | PARKER HANNIFIN | 18,674 | $16.4B | 7.13% |
| 5 | PHINIA | 259,902 | $16.3B | 7.08% |
| 6 | VONTIER | 429,346 | $16.0B | 6.94% |
| 7 | DOLLAR GENERAL | 118,003 | $15.7B | 6.81% |
| 8 | APPLE | 43,698 | $11.9B | 5.16% |
| 9 | HENRY SCHEIN | 135,757 | $10.3B | 4.46% |
| 10 | HEINEKEN HOLDING NV ORD | 137,553 | $10.1B | 4.38% |
Quarterly Changes
New Positions (55)
$24.3B · 11K shares
$21.6B · 43K shares
$16.5B · 60K shares
$16.4B · 19K shares
$16.3B · 260K shares
$16.0B · 429K shares
$15.7B · 118K shares
$11.9B · 44K shares
$10.3B · 136K shares
$10.1B · 138K shares
$10.1B · 40K shares
$6.0B · 90K shares
$5.7B · 146K shares
$5.3B · 39K shares
$5.2B · 23K shares
$5.0B · 192K shares
$4.8B · 23K shares
$4.5B · 12K shares
$3.4B · 69K shares
$2.7B · 41K shares
$1.2B · 4K shares
$1.1B · 9K shares
$806.0M · 750 shares
$779.0M · 3K shares
$753.0M · 17K shares
$750.0M · 4K shares
$712.0M · 3K shares
$703.0M · 7K shares
$692.0M · 686 shares
$628.0M · 5K shares
$627.0M · 6K shares
$618.0M · 2K shares
$578.0M · 4K shares
$543.0M · 8K shares
$538.0M · 4K shares
$537.0M · 4K shares
$512.0M · 895 shares
$510.0M · 2K shares
$508.0M · 4K shares
$495.0M · 1K shares
$437.0M · 3K shares
$401.0M · 10K shares
$397.0M · 2K shares
$374.0M · 5K shares
$367.0M · 2K shares
$366.0M · 5K shares
$359.0M · 4K shares
$321.0M · 2K shares
$309.0M · 6K shares
$302.0M · 625 shares
$292.0M · 2K shares
$291.0M · 4K shares
$275.0M · 3K shares
$257.0M · 4K shares
$233.0M · 8K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 8 | $44.9B | 19.5% |
| Unknown | 5 | $37.7B | 16.4% |
| Technology | 7 | $36.2B | 15.7% |
| Financial Services | 7 | $33.2B | 14.4% |
| Consumer Cyclical | 4 | $28.0B | 12.2% |
| Industrials | 7 | $19.2B | 8.3% |
| Consumer Defensive | 4 | $17.8B | 7.7% |
| Communication Services | 2 | $8.1B | 3.5% |
| Energy | 6 | $2.4B | 1.0% |
| Basic Materials | 3 | $2.0B | 0.9% |
| Utilities | 2 | $651.0M | 0.3% |