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BANYAN CAPITAL MANAGEMENT, INC.

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13F filer, CIK 846600, ATLANTA, GA

BANYAN CAPITAL MANAGEMENT, INC. reported $230,088,728 across 55 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-02. Its ten largest share positions make up 69.09% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000846600-26-000001

Period
2025-12-31
Reported value
$230M
Holdings
55
Top 10 weight
69.09%
New
3
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FISVnew+90,084$6.05M
LBRDKnew+69,261$3.37M
AKREnew+40,813$2.67M
BF-Badded+509$13.3K
ABNBadded+29$3.94K

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
CHTRreduced-15,913-$3.32M
PHreduced-1,943-$1.71M
KMXreduced-31,622-$1.22M
NVDAexited-3,754-$700K
BRK-Breduced-818-$411K

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, Q4 2025

Share positions as resolved from 13F-HR 0000846600-26-000001, largest first. % of portfolio is the value over $230,088,727, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,721 shares; 2024Q4: 10,692 shares; 2025Q1: 10,611 shares; 2025Q2: 10,792 shares; 2025Q3: 11,357 shares; 2025Q4: 11,290 shares 11,290$24.3M10.55%-67Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,703 shares; 2024Q4: 43,687 shares; 2025Q1: 43,007 shares; 2025Q2: 43,309 shares; 2025Q3: 43,798 shares; 2025Q4: 42,980 shares 42,980$21.6M9.39%-818Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,225 shares; 2024Q4: 53,690 shares; 2025Q1: 54,409 shares; 2025Q2: 55,505 shares; 2025Q3: 60,144 shares; 2025Q4: 60,074 shares 60,074$16.5M7.19%-70Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,668 shares; 2024Q4: 22,102 shares; 2025Q1: 21,337 shares; 2025Q2: 21,044 shares; 2025Q3: 20,617 shares; 2025Q4: 18,674 shares 18,674$16.4M7.13%-1,943Timeline
PHINPHINIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,796 shares; 2024Q4: 238,351 shares; 2025Q1: 242,474 shares; 2025Q2: 252,856 shares; 2025Q3: 261,018 shares; 2025Q4: 259,902 shares 259,902$16.3M7.08%-1,116Timeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,190 shares; 2024Q4: 403,190 shares; 2025Q1: 405,458 shares; 2025Q2: 420,025 shares; 2025Q3: 431,055 shares; 2025Q4: 429,346 shares 429,346$16M6.94%-1,709Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,105 shares; 2025Q1: 104,107 shares; 2025Q2: 108,089 shares; 2025Q3: 118,491 shares; 2025Q4: 118,003 shares 118,003$15.7M6.81%-488Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,886 shares; 2024Q4: 43,833 shares; 2025Q1: 42,665 shares; 2025Q2: 41,835 shares; 2025Q3: 44,547 shares; 2025Q4: 43,698 shares 43,698$11.9M5.16%-849Timeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,434 shares; 2024Q4: 102,722 shares; 2025Q1: 119,040 shares; 2025Q2: 127,912 shares; 2025Q3: 139,141 shares; 2025Q4: 135,757 shares 135,757$10.3M4.46%-3,384Timeline
HKHHFHEINEKEN HOLDING NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,475 shares; 2024Q4: 69,006 shares; 2025Q1: 119,338 shares; 2025Q2: 126,948 shares; 2025Q3: 138,072 shares; 2025Q4: 137,553 shares 137,553$10.1M4.38%-519Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,099 shares; 2024Q4: 38,094 shares; 2025Q1: 38,220 shares; 2025Q2: 39,143 shares; 2025Q3: 40,384 shares; 2025Q4: 40,097 shares 40,097$10.1M4.37%-287Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,084 shares 90,084$6.05M2.63%newTimeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,591 shares; 2024Q4: 130,639 shares; 2025Q1: 132,349 shares; 2025Q2: 140,827 shares; 2025Q3: 177,870 shares; 2025Q4: 146,248 shares 146,248$5.65M2.46%-31,622Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,311 shares; 2025Q3: 38,890 shares; 2025Q4: 38,919 shares 38,919$5.28M2.3%+29Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,532 shares; 2024Q4: 23,263 shares; 2025Q1: 23,149 shares; 2025Q2: 22,960 shares; 2025Q3: 22,912 shares; 2025Q4: 22,558 shares 22,558$5.16M2.24%-354Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 165,003 shares; 2025Q3: 191,505 shares; 2025Q4: 192,014 shares 192,014$5M2.17%+509Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,242 shares; 2024Q4: 32,242 shares; 2025Q1: 32,658 shares; 2025Q2: 34,137 shares; 2025Q3: 38,685 shares; 2025Q4: 22,772 shares 22,772$4.75M2.07%-15,913Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,958 shares; 2024Q4: 33,170 shares; 2025Q1: 30,144 shares; 2025Q2: 13,430 shares; 2025Q3: 12,331 shares; 2025Q4: 12,251 shares 12,251$4.53M1.97%-80Timeline
LBRDKLIBERTY BROADBAND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,261 shares 69,261$3.37M1.46%newTimeline
AKREPROFESIONALLY MANAGED PORTFOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,813 shares 40,813$2.67M1.16%newTimeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,276 shares; 2025Q4: 4,216 shares 4,216$1.25M0.54%-60Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,835 shares; 2025Q3: 10,135 shares; 2025Q4: 9,427 shares 9,427$1.05M0.46%-708Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 750 shares; 2025Q4: 750 shares 750$806K0.35%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,549 shares; 2025Q4: 2,549 shares 2,549$779K0.34%0Timeline
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,300 shares; 2025Q4: 17,300 shares 17,300$753K0.33%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,853 shares; 2025Q4: 3,628 shares 3,628$751K0.33%-225Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,119 shares; 2025Q4: 3,119 shares 3,119$713K0.31%0Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,050 shares; 2025Q4: 7,050 shares 7,050$704K0.31%0Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 695 shares; 2025Q4: 686 shares 686$692K0.3%-9Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,224 shares; 2025Q4: 5,224 shares 5,224$629K0.27%0Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,389 shares; 2025Q4: 5,963 shares 5,963$628K0.27%-426Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares 1,920$619K0.27%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,298 shares; 2025Q4: 3,798 shares 3,798$579K0.25%-500Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,810 shares; 2025Q4: 7,780 shares 7,780$544K0.24%-30Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,155 shares; 2025Q4: 4,055 shares 4,055$538K0.23%-100Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,751 shares; 2025Q4: 3,751 shares 3,751$538K0.23%0Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 895 shares; 2025Q4: 895 shares 895$513K0.22%0Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,454 shares; 2025Q4: 2,454 shares 2,454$511K0.22%0Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,325 shares; 2025Q4: 4,325 shares 4,325$508K0.22%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250$495K0.22%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,520 shares; 2025Q4: 2,520 shares 2,520$437K0.19%0Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,125 shares; 2025Q4: 10,130 shares 10,130$401K0.17%+5Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,165 shares; 2025Q4: 2,165 shares 2,165$397K0.17%0Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares 5,100$375K0.16%0Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,297 shares; 2025Q4: 2,297 shares 2,297$368K0.16%0Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,725 shares; 2025Q4: 4,645 shares 4,645$367K0.16%-80Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,325 shares; 2025Q4: 4,125 shares 4,125$360K0.16%-200Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,595 shares; 2025Q4: 2,495 shares 2,495$322K0.14%-100Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,625 shares; 2025Q4: 5,625 shares 5,625$309K0.13%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 735 shares; 2025Q4: 625 shares 625$302K0.13%-110Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,618 shares; 2025Q4: 2,493 shares 2,493$292K0.13%-125Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,780 shares; 2025Q4: 3,780 shares 3,780$291K0.13%0Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,341 shares; 2024Q4: 3,341 shares; 2025Q1: 3,193 shares; 2025Q2: 2,812 shares; 2025Q3: 2,812 shares; 2025Q4: 2,758 shares 2,758$275K0.12%-54Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500$257K0.11%0Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,497 shares; 2025Q4: 8,497 shares 8,497$234K0.1%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NVDANVIDIA CORPORATION3,754$700Kshares
DDDUPONT DE NEMOURS INC4,183$326Kshares
LEUCENTRUS ENERGY CORP700$217Kshares
ITOTISHARES TR1,405$205Kshares

How Q4 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 0000846600-26-000001 base2026-02-02acceptance time not in the bulk data set