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BANYAN CAPITAL MANAGEMENT, INC.

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13F filer, CIK 846600, ATLANTA, GA

BANYAN CAPITAL MANAGEMENT, INC. reported $194,471,353 across 19 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-15. Its ten largest share positions make up 76.34% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-003803

Period
2025-06-30
Reported value
$194M
Holdings
19
Top 10 weight
76.34%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ABNBnew+36,311$4.81M
BF-Bnew+165,003$4.44M
HSICadded+8,872$648K
CHTRadded+1,479$605K
KMXadded+8,478$570K

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-16,714-$5.33M
PHreduced-293-$205K
AAPLreduced-830-$170K
VLTOreduced-381-$38.5K
DHRreduced-189-$37.3K

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, Q2 2025

Share positions as resolved from 13F-HR 0001085146-25-003803, largest first. % of portfolio is the value over $194,471,353, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,721 shares; 2024Q4: 10,692 shares; 2025Q1: 10,611 shares; 2025Q2: 10,792 shares 10,792$21.6M11.08%+181Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,703 shares; 2024Q4: 43,687 shares; 2025Q1: 43,007 shares; 2025Q2: 43,309 shares 43,309$21M10.82%+302Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,225 shares; 2024Q4: 53,690 shares; 2025Q1: 54,409 shares; 2025Q2: 55,505 shares 55,505$18.3M9.44%+1,096Timeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,190 shares; 2024Q4: 403,190 shares; 2025Q1: 405,458 shares; 2025Q2: 420,025 shares 420,025$15.5M7.97%+14,567Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,668 shares; 2024Q4: 22,102 shares; 2025Q1: 21,337 shares; 2025Q2: 21,044 shares 21,044$14.7M7.56%-293Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,242 shares; 2024Q4: 32,242 shares; 2025Q1: 32,658 shares; 2025Q2: 34,137 shares 34,137$14M7.18%+1,479Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,105 shares; 2025Q1: 104,107 shares; 2025Q2: 108,089 shares 108,089$12.4M6.36%+3,982Timeline
PHINPHINIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,796 shares; 2024Q4: 238,351 shares; 2025Q1: 242,474 shares; 2025Q2: 252,856 shares 252,856$11.2M5.78%+10,382Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,099 shares; 2024Q4: 38,094 shares; 2025Q1: 38,220 shares; 2025Q2: 39,143 shares 39,143$10.3M5.28%+923Timeline
HKHHFHEINEKEN HOLDING NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,475 shares; 2024Q4: 69,006 shares; 2025Q1: 119,338 shares; 2025Q2: 126,948 shares 126,948$9.47M4.87%+7,610Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,591 shares; 2024Q4: 130,639 shares; 2025Q1: 132,349 shares; 2025Q2: 140,827 shares 140,827$9.46M4.87%+8,478Timeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,434 shares; 2024Q4: 102,722 shares; 2025Q1: 119,040 shares; 2025Q2: 127,912 shares 127,912$9.34M4.8%+8,872Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,886 shares; 2024Q4: 43,833 shares; 2025Q1: 42,665 shares; 2025Q2: 41,835 shares 41,835$8.58M4.41%-830Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,311 shares 36,311$4.81M2.47%newTimeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,532 shares; 2024Q4: 23,263 shares; 2025Q1: 23,149 shares; 2025Q2: 22,960 shares 22,960$4.54M2.33%-189Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 165,003 shares 165,003$4.44M2.28%newTimeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,958 shares; 2024Q4: 33,170 shares; 2025Q1: 30,144 shares; 2025Q2: 13,430 shares 13,430$4.28M2.2%-16,714Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,341 shares; 2024Q4: 3,341 shares; 2025Q1: 3,193 shares; 2025Q2: 2,812 shares 2,812$284K0.15%-381Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,835 shares 2,835$277K0.14%newTimeline

How Q2 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 0001085146-25-003803 base2025-07-15acceptance time not in the bulk data set