# BANYAN CAPITAL MANAGEMENT, INC.: Form 13F holdings

An institutional investment manager in ATLANTA, GA. SEC CIK 846600.

- Quarter ended: 2026-06-30
- Filed: 2026-08-03
- Reported value: $230.1m
- Positions: 55 (55 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/846600/000084660026000003/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [MARKEL (MKL)](/companies/mkl.md) | STOCK | $20.9m | 9.1% | 10,701 |  | Reduced −352 |
| [BERKSHIRE HATHAWAY B (BRK-B)](/companies/brk-b.md) | STOCK | $20.4m | 8.9% | 40,853 |  | Added +392 |
| [CIGNA (CI)](/companies/ci.md) | STOCK | $16.6m | 7.2% | 60,148 |  | Reduced −2,408 |
| [PHINIA (PHIN)](/companies/phin.md) | STOCK | $15.6m | 6.8% | 189,567 |  | Reduced −65,956 |
| [PARKER HANNIFIN (PH)](/companies/ph.md) | STOCK | $13.9m | 6.0% | 14,184 |  | Reduced −1,395 |
| [DOLLAR GENERAL (DG)](/companies/dg.md) | STOCK | $13.1m | 5.7% | 114,162 |  | Reduced −2,306 |
| [VONTIER (VNT)](/companies/vnt.md) | STOCK | $12.5m | 5.4% | 431,861 |  | Reduced −1,730 |
| [APPLE (AAPL)](/companies/aapl.md) | STOCK | $11.7m | 5.1% | 40,584 |  | Reduced −1,047 |
| [LABCORP HOLDINGS (LH)](/companies/lh.md) | STOCK | $10.8m | 4.7% | 38,533 |  | Reduced −555 |
| [CARMAX (KMX)](/companies/kmx.md) | STOCK | $8.9m | 3.9% | 169,214 |  | Reduced −2,997 |
| [FACTSET RESH SYS INC (FDS)](/companies/fds.md) | STOCK | $7.9m | 3.4% | 34,282 |  | Reduced −545 |
| HEINEKEN HOLDING NV ORD | STOCK | $7.8m | 3.4% | 102,354 |  | Reduced −2,830 |
| [HENRY SCHEIN (HSIC)](/companies/hsic.md) | STOCK | $7.6m | 3.3% | 91,259 |  | Reduced −7,623 |
| [ROPER TECHNOLOGIES (ROP)](/companies/rop.md) | STOCK | $6.7m | 2.9% | 19,882 |  | Added +1,685 |
| [WOLTERS KLUWER NV (WTKWY)](/companies/wtkwy.md) | STOCK | $6.6m | 2.8% | 101,636 |  | Added +23,711 |
| [FISERV (FISV)](/companies/fisv.md) | STOCK | $5.5m | 2.4% | 111,244 |  | Added +17,886 |
| [AIRBNB A (ABNB)](/companies/abnb.md) | STOCK | $5.3m | 2.3% | 36,819 |  | Reduced −2,782 |
| [CHARTER COMMUNICATIONS (CHTR)](/companies/chtr.md) | STOCK | $5.2m | 2.2% | 36,300 |  | Added +11,519 |
| [BROWN-FORMAN B (BF-B)](/companies/bf-b.md) | STOCK | $5.0m | 2.2% | 186,621 |  | Reduced −9,663 |
| [AMERICAN EXPRESS (AXP)](/companies/axp.md) | STOCK | $3.5m | 1.5% | 10,379 |  | Reduced −321 |
| [DANAHER (DHR)](/companies/dhr.md) | STOCK | $3.2m | 1.4% | 17,050 |  | Reduced −1,842 |
| AKRE FOCUS ETF | STOCK | $2.1m | 0.9% | 39,916 |  | Reduced −140 |
| [IBM (IBM)](/companies/ibm.md) | STOCK | $1.2m | 0.5% | 4,112 |  | Reduced −75 |
| [CATERPILLAR (CAT)](/companies/cat.md) | STOCK | $953.1k | 0.4% | 895 |  | Unchanged |
| [ELI LILLY & COMPANY (LLY)](/companies/lly.md) | STOCK | $899.6k | 0.4% | 750 |  | Unchanged |
| [WALMART (WMT)](/companies/wmt.md) | STOCK | $880.8k | 0.4% | 7,777 |  | Reduced −550 |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | STOCK | $862.5k | 0.4% | 3,396 |  | Reduced −104 |
| [GRAINGER W W INC (GWW)](/companies/gww.md) | STOCK | $804.0k | 0.3% | 591 |  | Reduced −43 |
| [MERCK (MRK)](/companies/mrk.md) | STOCK | $750.6k | 0.3% | 5,841 |  | Reduced −308 |
| [ABBVIE (ABBV)](/companies/abbv.md) | STOCK | $734.5k | 0.3% | 2,919 |  | Reduced −200 |
| [TEXAS INSTRUMENTS (TXN)](/companies/txn.md) | STOCK | $706.4k | 0.3% | 2,370 |  | Reduced −150 |
| [MCDONALD'S (MCD)](/companies/mcd.md) | STOCK | $662.0k | 0.3% | 2,449 |  | Reduced −100 |
| [NEWMONT CORPORATION (NEM)](/companies/nem.md) | STOCK | $658.5k | 0.3% | 7,050 |  | Unchanged |
| [COCA COLA (KO)](/companies/ko.md) | STOCK | $636.8k | 0.3% | 7,836 |  | Reduced −145 |
| [BARRICK MINING CORP (B)](/companies/b.md) | STOCK | $635.4k | 0.3% | 17,300 |  | Unchanged |
| EXXON MOBIL | STOCK | $625.9k | 0.3% | 4,578 |  | Reduced −56 |
| [JPMORGAN CHASE (JPM)](/companies/jpm.md) | STOCK | $592.5k | 0.3% | 1,810 |  | Reduced −110 |
| [CHEVRON (CVX)](/companies/cvx.md) | STOCK | $591.1k | 0.3% | 3,566 |  | Reduced −52 |
| [ALLSTATE CORP (ALL)](/companies/all.md) | STOCK | $583.9k | 0.3% | 2,454 |  | Unchanged |
| [EMERSON ELECTRIC (EMR)](/companies/emr.md) | STOCK | $580.5k | 0.3% | 4,055 |  | Unchanged |
| [PROCTER & GAMBLE (PG)](/companies/pg.md) | STOCK | $535.4k | 0.2% | 3,651 |  | Reduced −24 |
| LIBERTY BROADBAND C | STOCK | $529.2k | 0.2% | 15,911 |  | Reduced −53,963 |
| [WHEATON PRECIOUS METALS (WPM)](/companies/wpm.md) | STOCK | $485.8k | 0.2% | 4,325 |  | Unchanged |
| [SPDR GOLD SHARES ETF (GLD)](/companies/gld.md) | STOCK | $460.5k | 0.2% | 1,250 |  | Unchanged |
| [CISCO (CSCO)](/companies/csco.md) | STOCK | $434.7k | 0.2% | 3,701 |  | Unchanged |
| [PHILLIPS 66 (PSX)](/companies/psx.md) | STOCK | $421.8k | 0.2% | 2,495 |  | Unchanged |
| DIMENSIONAL US CORE EQUITY ETF | STOCK | $417.0k | 0.2% | 9,400 |  | Added +4 |
| [RTX CORP (RTX)](/companies/rtx.md) | STOCK | $399.4k | 0.2% | 2,105 |  | Reduced −60 |
| [SHELL PLC (SHEL)](/companies/shel.md) | STOCK | $395.5k | 0.2% | 5,100 |  | Unchanged |
| [SOUTHERN COMPANY (SO)](/companies/so.md) | STOCK | $358.5k | 0.2% | 3,746 |  | Unchanged |
| [BANK OF AMERICA (BAC)](/companies/bac.md) | STOCK | $320.5k | 0.1% | 5,625 |  | Unchanged |
| [DUKE ENERGY (DUK)](/companies/duk.md) | STOCK | $315.6k | 0.1% | 2,493 |  | Unchanged |
| ONEOK INC | STOCK | $304.3k | 0.1% | 3,500 |  | Unchanged |
| [KINDER MORGAN (KMI)](/companies/kmi.md) | STOCK | $270.4k | 0.1% | 8,457 |  | Unchanged |
| [VERALTO (VLTO)](/companies/vlto.md) | STOCK | $237.0k | 0.1% | 2,673 |  | Unchanged |

Source: SEC EDGAR, Form 13F-HR, accession 0000846600-26-000003. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.