Banyan Capital Management, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 7, 2024), Banyan Capital Management, Inc. reported 16 stock positions worth $172.6 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 11.9% of the portfolio, followed by Cigna (CI, 10.7%) and Markel (MKL, 9.7%). Compared with Q2 2024, it opened 1 new position, sold out of 2, added to 5 and reduced 10. The biggest buy was a new position in Sirius XM (SIRI) and the biggest sale an exit from Liberty Media Corp.-Liber-New (LSXMK).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0000846600
- Portfolio Value
- $172.6M (Q3 2024)
- SEC Filing
- 0001085146-24-005428 ↗ filed Nov 7, 2024
Holdings Value
Holdings 16 stocks · $172.6M
| BRK.B Berkshire Hathaway Inc. Class B | 11.92% | 44,703 | $20.6M | Reduce -0.9% |
| CI The Cigna Group | 10.68% | 53,225 | $18.4M | Add +0.2% |
| MKL Markel Group Inc. | 9.74% | 10,721 | $16.8M | Reduce -0.6% |
| PH Parker Hannifin Corp. | 8.66% | 23,668 | $15.0M | Reduce -1.9% |
| VNT Vontier Corp. | 7.88% | 403,190 | $13.6M | Add +2.4% |
| PHIN Phinia Inc. | 6.45% | 241,796 | $11.1M | Reduce -0.9% |
| AAPL Apple Inc. | 6.06% | 44,886 | $10.5M | Reduce -28.8% |
| CHTR Charter Communications Inc. Class A | 6.05% | 32,242 | $10.4M | Add +0.9% |
| KMX Carmax Inc. | 5.85% | 130,591 | $10.1M | Reduce -0.8% |
| AXP American Express Co. | 5.49% | 34,958 | $9.5M | Reduce -2.3% |
| HSIC Henry Schein Inc. | 5.38% | 127,434 | $9.3M | Add +1.9% |
| LH Labcorp Holdings Inc. | 4.93% | 38,099 | $8.5M | Add +0.8% |
| SIRI Sirius XM Holdings Inc. | 4.01% | 292,768 | $6.9M | New |
| DHR Danaher Corp. | 3.79% | 23,532 | $6.5M | Reduce -0.2% |
| HKHHF Heineken Holding NV | 2.86% | 65,475 | $4.9M | Reduce -1.8% |
| VLTO Veralto Corp. | 0.22% | 3,341 | $374K | Reduce -3.0% |
Portfolio Sells Q2 2024 → Q3 2024
| LSXMK Liberty Media Corp.-Liber-New | Sold out | 0.00% | −4.61 |
| AAPL Apple Inc. | Reduce -28.8% | 6.06% | −1.97 |
| MKL Markel Group Inc. | Reduce -0.6% | 9.74% | −0.53 |
| HKHHF Heineken Holding NV | Reduce -1.8% | 2.86% | −0.32 |
| FTRE Fortrea Holdings Inc. | Sold out | 0.00% | −0.10 |
| VLTO Veralto Corp. | Reduce -3.0% | 0.22% | +0.02 |
| KMX Carmax Inc. | Reduce -0.8% | 5.85% | +0.02 |
| DHR Danaher Corp. | Reduce -0.2% | 3.79% | +0.23 |
| AXP American Express Co. | Reduce -2.3% | 5.49% | +0.49 |
| PHIN Phinia Inc. | Reduce -0.9% | 6.45% | +0.65 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 11.92% | +0.84 |
| PH Parker Hannifin Corp. | Reduce -1.9% | 8.66% | +1.29 |
Portfolio Buys Q2 2024 → Q3 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 |