Banyan Capital Management, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 3, 2025), Banyan Capital Management, Inc. reported 16 stock positions worth $166.7 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 11.9% of the portfolio, followed by Markel (MKL, 11.1%) and Cigna (CI, 8.9%). Compared with Q3 2024, it opened 1 new position, sold out of 1, added to 3 and reduced 9. The biggest buy was a new position in Dollar General (DG) and the biggest sale an exit from Sirius XM (SIRI).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0000846600
- Portfolio Value
- $166.7M (Q4 2024)
- SEC Filing
- 0001085146-25-000700 ↗ filed Feb 3, 2025
Holdings Value
Holdings 16 stocks · $166.7M
| BRK.B Berkshire Hathaway Inc. Class B | 11.88% | 43,687 | $19.8M | Reduce -2.3% |
| MKL Markel Group Inc. | 11.07% | 10,692 | $18.5M | Reduce -0.3% |
| CI The Cigna Group | 8.89% | 53,690 | $14.8M | Add +0.9% |
| VNT Vontier Corp. | 8.82% | 403,190 | $14.7M | No change |
| PH Parker Hannifin Corp. | 8.43% | 22,102 | $14.1M | Reduce -6.6% |
| PHIN Phinia Inc. | 6.89% | 238,351 | $11.5M | Reduce -1.4% |
| CHTR Charter Communications Inc. Class A | 6.63% | 32,242 | $11.1M | No change |
| AAPL Apple Inc. | 6.58% | 43,833 | $11.0M | Reduce -2.4% |
| KMX Carmax Inc. | 6.41% | 130,639 | $10.7M | Add +0.0% |
| AXP American Express Co. | 5.91% | 33,170 | $9.8M | Reduce -5.1% |
| LH Labcorp Holdings Inc. | 5.24% | 38,094 | $8.7M | Reduce -0.0% |
| HSIC Henry Schein Inc. | 4.26% | 102,722 | $7.1M | Reduce -19.4% |
| DHR Danaher Corp. | 3.20% | 23,263 | $5.3M | Reduce -1.1% |
| DG Dollar General Corp. | 3.10% | 68,105 | $5.2M | New |
| HKHHF Heineken Holding NV | 2.48% | 69,006 | $4.1M | Add +5.4% |
| VLTO Veralto Corp. | 0.20% | 3,341 | $340K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| SIRI Sirius XM Holdings Inc. | Sold out | 0.00% | −4.01 |
| HSIC Henry Schein Inc. | Reduce -19.4% | 4.26% | −1.12 |
| DHR Danaher Corp. | Reduce -1.1% | 3.20% | −0.59 |
| PH Parker Hannifin Corp. | Reduce -6.6% | 8.43% | −0.23 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.3% | 11.88% | −0.04 |
| LH Labcorp Holdings Inc. | Reduce -0.0% | 5.24% | +0.31 |
| AXP American Express Co. | Reduce -5.1% | 5.91% | +0.41 |
| PHIN Phinia Inc. | Reduce -1.4% | 6.89% | +0.44 |
| AAPL Apple Inc. | Reduce -2.4% | 6.58% | +0.53 |
| MKL Markel Group Inc. | Reduce -0.3% | 11.07% | +1.33 |
Portfolio Buys Q3 2024 → Q4 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 |