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BANYAN CAPITAL MANAGEMENT, INC.

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13F filer, CIK 846600, ATLANTA, GA

BANYAN CAPITAL MANAGEMENT, INC. reported $177,051,251 across 16 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-02. Its ten largest share positions make up 78.06% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-002541

Period
2025-03-31
Reported value
$177M
Holdings
16
Top 10 weight
78.06%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HKHHFadded+50,332$3.64M
DGadded+36,002$3.17M
HSICadded+16,318$1.12M
CIadded+719$237K
PHINadded+4,123$175K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AXPreduced-3,026-$814K
PHreduced-765-$465K
BRK-Breduced-680-$362K
AAPLreduced-1,168-$259K
MKLreduced-81-$151K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001085146-25-002541, largest first. % of portfolio is the value over $177,051,251, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,703 shares; 2024Q4: 43,687 shares; 2025Q1: 43,007 shares 43,007$22.9M12.94%-680Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,721 shares; 2024Q4: 10,692 shares; 2025Q1: 10,611 shares 10,611$19.8M11.2%-81Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,225 shares; 2024Q4: 53,690 shares; 2025Q1: 54,409 shares 54,409$17.9M10.11%+719Timeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,190 shares; 2024Q4: 403,190 shares; 2025Q1: 405,458 shares 405,458$13.3M7.52%+2,268Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,668 shares; 2024Q4: 22,102 shares; 2025Q1: 21,337 shares 21,337$13M7.33%-765Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,242 shares; 2024Q4: 32,242 shares; 2025Q1: 32,658 shares 32,658$12M6.8%+416Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,591 shares; 2024Q4: 130,639 shares; 2025Q1: 132,349 shares 132,349$10.3M5.82%+1,710Timeline
PHINPHINIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,796 shares; 2024Q4: 238,351 shares; 2025Q1: 242,474 shares 242,474$10.3M5.81%+4,123Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,886 shares; 2024Q4: 43,833 shares; 2025Q1: 42,665 shares 42,665$9.48M5.35%-1,168Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,105 shares; 2025Q1: 104,107 shares 104,107$9.15M5.17%+36,002Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,099 shares; 2024Q4: 38,094 shares; 2025Q1: 38,220 shares 38,220$8.9M5.02%+126Timeline
HKHHFHEINEKEN HOLDING NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,475 shares; 2024Q4: 69,006 shares; 2025Q1: 119,338 shares 119,338$8.64M4.88%+50,332Timeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,434 shares; 2024Q4: 102,722 shares; 2025Q1: 119,040 shares 119,040$8.15M4.6%+16,318Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,958 shares; 2024Q4: 33,170 shares; 2025Q1: 30,144 shares 30,144$8.11M4.58%-3,026Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,532 shares; 2024Q4: 23,263 shares; 2025Q1: 23,149 shares 23,149$4.75M2.68%-114Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,341 shares; 2024Q4: 3,341 shares; 2025Q1: 3,193 shares 3,193$311K0.18%-148Timeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-002541 base2025-05-02acceptance time not in the bulk data set