BANYAN CAPITAL MANAGEMENT, INC.

Name: BANYAN CAPITAL MANAGEMENT, INC.: Form 13F holdings for the quarter ended 2026-06-30
Creator: Listed

An institutional investment manager in ATLANTA, GA. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 3, 2026. SEC CIK 846600.

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Reported value$230.1m
Positions55

Holdings: 55 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

BANYAN CAPITAL MANAGEMENT, INC., holdings
Issuer	Class	CUSIP	Reported value$m	Weight	Shares	Change on the quarter before
MarkelMKL	STOCK	570535104	20.9	9.1%	10,701	Reduced−352
Berkshire Hathaway BBRK-B	STOCK	084670702	20.4	8.9%	40,853	Added+392
CignaCI	STOCK	125523100	16.6	7.2%	60,148	Reduced−2,408
PhiniaPHIN	STOCK	71880K101	15.6	6.8%	189,567	Reduced−65,956
Parker HannifinPH	STOCK	701094104	13.9	6.0%	14,184	Reduced−1,395
Dollar GeneralDG	STOCK	256677105	13.1	5.7%	114,162	Reduced−2,306
VontierVNT	STOCK	928881101	12.5	5.4%	431,861	Reduced−1,730
AppleAAPL	STOCK	037833100	11.7	5.1%	40,584	Reduced−1,047
Labcorp HoldingsLH	STOCK	504922105	10.8	4.7%	38,533	Reduced−555
CarmaxKMX	STOCK	143130102	8.9	3.9%	169,214	Reduced−2,997
Factset Resh Sys IncFDS	STOCK	303075105	7.9	3.4%	34,282	Reduced−545
Heineken Holding NV Ord	STOCK	N39338194	7.8	3.4%	102,354	Reduced−2,830
Henry ScheinHSIC	STOCK	806407102	7.6	3.3%	91,259	Reduced−7,623
Roper TechnologiesROP	STOCK	776696106	6.7	2.9%	19,882	Added+1,685
Wolters Kluwer NVWTKWY	STOCK	977874205	6.6	2.8%	101,636	Added+23,711
FiservFISV	STOCK	337738108	5.5	2.4%	111,244	Added+17,886
Airbnb aABNB	STOCK	009066101	5.3	2.3%	36,819	Reduced−2,782
Charter CommunicationsCHTR	STOCK	16119P108	5.2	2.2%	36,300	Added+11,519
Brown-Forman BBF-B	STOCK	115637209	5.0	2.2%	186,621	Reduced−9,663
American ExpressAXP	STOCK	025816109	3.5	1.5%	10,379	Reduced−321
DanaherDHR	STOCK	235851102	3.2	1.4%	17,050	Reduced−1,842
Akre Focus ETF	STOCK	74316P579	2.1	0.9%	39,916	Reduced−140
IBMIBM	STOCK	459200101	1.2	0.5%	4,112	Reduced−75
CaterpillarCAT	STOCK	149123101	1.0	0.4%	895	Unchanged
ELI Lilly & CompanyLLY	STOCK	532457108	0.9	0.4%	750	Unchanged
WalmartWMT	STOCK	931142103	0.9	0.4%	7,777	Reduced−550
Johnson & JohnsonJNJ	STOCK	478160104	0.9	0.4%	3,396	Reduced−104
Grainger W W IncGWW	STOCK	384802104	0.8	0.3%	591	Reduced−43
MerckMRK	STOCK	58933Y105	0.8	0.3%	5,841	Reduced−308
AbbvieABBV	STOCK	00287Y109	0.7	0.3%	2,919	Reduced−200
Texas InstrumentsTXN	STOCK	882508104	0.7	0.3%	2,370	Reduced−150
McDonald'SMCD	STOCK	580135101	0.7	0.3%	2,449	Reduced−100
Newmont CorporationNEM	STOCK	651639106	0.7	0.3%	7,050	Unchanged
Coca ColaKO	STOCK	191216100	0.6	0.3%	7,836	Reduced−145
Barrick Mining CorpB	STOCK	06849F108	0.6	0.3%	17,300	Unchanged
Exxon Mobil	STOCK	30231G102	0.6	0.3%	4,578	Reduced−56
Jpmorgan ChaseJPM	STOCK	46625H100	0.6	0.3%	1,810	Reduced−110
ChevronCVX	STOCK	166764100	0.6	0.3%	3,566	Reduced−52
Allstate CorpALL	STOCK	020002101	0.6	0.3%	2,454	Unchanged
Emerson ElectricEMR	STOCK	291011104	0.6	0.3%	4,055	Unchanged
Procter & GamblePG	STOCK	742718109	0.5	0.2%	3,651	Reduced−24
Liberty Broadband C	STOCK	530307305	0.5	0.2%	15,911	Reduced−53,963
Wheaton Precious MetalsWPM	STOCK	962879102	0.5	0.2%	4,325	Unchanged
SPDR Gold Shares ETFGLD	STOCK	78463V107	0.5	0.2%	1,250	Unchanged
CiscoCSCO	STOCK	17275R102	0.4	0.2%	3,701	Unchanged
Phillips 66PSX	STOCK	718546104	0.4	0.2%	2,495	Unchanged
Dimensional US Core Equity ETF	STOCK	25434V708	0.4	0.2%	9,400	Added+4
RTX CorpRTX	STOCK	75513E101	0.4	0.2%	2,105	Reduced−60
Shell plcSHEL	STOCK	780259305	0.4	0.2%	5,100	Unchanged
Southern CompanySO	STOCK	842587107	0.4	0.2%	3,746	Unchanged
Bank of AmericaBAC	STOCK	060505104	0.3	0.1%	5,625	Unchanged
Duke EnergyDUK	STOCK	26441C204	0.3	0.1%	2,493	Unchanged
Oneok Inc	STOCK	682680103	0.3	0.1%	3,500	Unchanged
Kinder MorganKMI	STOCK	49456B101	0.3	0.1%	8,457	Unchanged
VeraltoVLTO	STOCK	92338C103	0.2	0.1%	2,673	Unchanged

Source: SEC EDGAR, Form 13F-HR, accession 0000846600-26-000003 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.