Banyan Capital Management, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Banyan Capital Management, Inc. reported 17 stock positions worth $165.5 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 11.1% of the portfolio, followed by Cigna (CI, 10.6%) and Markel (MKL, 10.3%). Compared with Q1 2024, it sold out of 2, added to 6 and reduced 10. The biggest buy was Henry Schein (HSIC, shares +61%) and the biggest sale Vontier (VNT, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0000846600
- Portfolio Value
- $165.5M (Q2 2024)
- SEC Filing
- 0001085146-24-003716 ↗ filed Aug 12, 2024
Holdings Value
Holdings 17 stocks · $165.5M
| BRK.B Berkshire Hathaway Inc. Class B | 11.08% | 45,094 | $18.3M | Reduce -0.9% |
| CI The Cigna Group | 10.61% | 53,132 | $17.6M | Reduce -1.8% |
| MKL Markel Group Inc. | 10.27% | 10,788 | $17.0M | Reduce -0.8% |
| VNT Vontier Corp. | 9.09% | 393,855 | $15.0M | Reduce -1.6% |
| AAPL Apple Inc. | 8.03% | 63,078 | $13.3M | Reduce -3.7% |
| PH Parker Hannifin Corp. | 7.38% | 24,136 | $12.2M | Reduce -9.6% |
| KMX Carmax Inc. | 5.83% | 131,691 | $9.7M | Add +1.3% |
| PHIN Phinia Inc. | 5.80% | 244,050 | $9.6M | Add +0.2% |
| CHTR Charter Communications Inc. Class A | 5.77% | 31,943 | $9.5M | Add +16.4% |
| AXP American Express Co. | 5.01% | 35,796 | $8.3M | Reduce -24.7% |
| HSIC Henry Schein Inc. | 4.84% | 125,083 | $8.0M | Add +61.0% |
| LH Labcorp Holdings Inc. | 4.65% | 37,781 | $7.7M | Add +8.4% |
| LSXMK Liberty Media Corp.-Liber-New | 4.61% | 344,124 | $7.6M | Add +0.8% |
| DHR Danaher Corp. | 3.56% | 23,574 | $5.9M | Reduce -5.0% |
| HKHHF Heineken Holding NV | 3.18% | 66,680 | $5.3M | Reduce -0.3% |
| VLTO Veralto Corp. | 0.20% | 3,445 | $329K | Reduce -5.8% |
| FTRE Fortrea Holdings Inc. | 0.10% | 6,917 | $161K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| VNT Vontier Corp. | Reduce -1.6% | 9.09% | −1.21 |
| AXP American Express Co. | Reduce -24.7% | 5.01% | −1.13 |
| PH Parker Hannifin Corp. | Reduce -9.6% | 7.38% | −1.03 |
| LBRDK Liberty Broadband-C | Sold out | 0.00% | −0.78 |
| CI The Cigna Group | Reduce -1.8% | 10.61% | −0.53 |
| LBRDA Liberty Broadband-A | Sold out | 0.00% | −0.08 |
| VLTO Veralto Corp. | Reduce -5.8% | 0.20% | +0.01 |
| DHR Danaher Corp. | Reduce -5.0% | 3.56% | +0.04 |
| HKHHF Heineken Holding NV | Reduce -0.3% | 3.18% | +0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 11.08% | +0.23 |
| MKL Markel Group Inc. | Reduce -0.8% | 10.27% | +0.88 |
| AAPL Apple Inc. | Reduce -3.7% | 8.03% | +1.66 |
Portfolio Buys Q1 2024 → Q2 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 55 | $230.1M | MKL, BRK.B, CI, PHIN, PH |
| Q1 2026 | 55 | $232.1M | MKL, BRK.B, PHIN, CI, VNT |
| Q4 2025 | 55 | $230.1M | MKL, BRK.B, CI, PH, PHIN |
| Q3 2025 | 56 | $220.2M | BRK.B, MKL, VNT, CI, PH |
| Q2 2025 | 19 | $194.5M | MKL, BRK.B, CI, VNT, PH |
| Q1 2025 | 16 | $177.1M | BRK.B, MKL, CI, VNT, PH |
| Q4 2024 | 16 | $166.7M | BRK.B, MKL, CI, VNT, PH |
| Q3 2024 | 16 | $172.6M | BRK.B, CI, MKL, PH, VNT |
| Q2 2024 | 17 | $165.5M | BRK.B, CI, MKL, VNT, AAPL |
| Q1 2024 | 19 | $176.4M | CI, BRK.B, VNT, MKL, PH |