Banyan Capital Management, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Banyan Capital Management, Inc. reported 16 stock positions worth $177.1 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 12.9% of the portfolio, followed by Markel (MKL, 11.2%) and Cigna (CI, 10.1%). Compared with Q4 2024, it added to 9 and reduced 7. The biggest buy was Heineken (HKHHF, shares +73%) and the biggest sale American Express (AXP, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0000846600
- Portfolio Value
- $177.1M (Q1 2025)
- SEC Filing
- 0001085146-25-002541 ↗ filed May 2, 2025
Holdings Value
Holdings 16 stocks · $177.1M
| BRK.B Berkshire Hathaway Inc. Class B | 12.94% | 43,007 | $22.9M | Reduce -1.6% |
| MKL Markel Group Inc. | 11.20% | 10,611 | $19.8M | Reduce -0.8% |
| CI The Cigna Group | 10.11% | 54,409 | $17.9M | Add +1.3% |
| VNT Vontier Corp. | 7.52% | 405,458 | $13.3M | Add +0.6% |
| PH Parker Hannifin Corp. | 7.33% | 21,337 | $13.0M | Reduce -3.5% |
| CHTR Charter Communications Inc. Class A | 6.80% | 32,658 | $12.0M | Add +1.3% |
| KMX Carmax Inc. | 5.82% | 132,349 | $10.3M | Add +1.3% |
| PHIN Phinia Inc. | 5.81% | 242,474 | $10.3M | Add +1.7% |
| AAPL Apple Inc. | 5.35% | 42,665 | $9.5M | Reduce -2.7% |
| DG Dollar General Corp. | 5.17% | 104,107 | $9.2M | Add +52.9% |
| LH Labcorp Holdings Inc. | 5.02% | 38,220 | $8.9M | Add +0.3% |
| HKHHF Heineken Holding NV | 4.88% | 119,338 | $8.6M | Add +72.9% |
| HSIC Henry Schein Inc. | 4.60% | 119,040 | $8.2M | Add +15.9% |
| AXP American Express Co. | 4.58% | 30,144 | $8.1M | Reduce -9.1% |
| DHR Danaher Corp. | 2.68% | 23,149 | $4.7M | Reduce -0.5% |
| VLTO Veralto Corp. | 0.18% | 3,193 | $311K | Reduce -4.4% |
Portfolio Sells Q4 2024 → Q1 2025
| AXP American Express Co. | Reduce -9.1% | 4.58% | −1.32 |
| AAPL Apple Inc. | Reduce -2.7% | 5.35% | −1.23 |
| PH Parker Hannifin Corp. | Reduce -3.5% | 7.33% | −1.11 |
| DHR Danaher Corp. | Reduce -0.5% | 2.68% | −0.52 |
| VLTO Veralto Corp. | Reduce -4.4% | 0.18% | −0.03 |
| MKL Markel Group Inc. | Reduce -0.8% | 11.20% | +0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.6% | 12.94% | +1.06 |
Portfolio Buys Q4 2024 → Q1 2025
| HKHHF Heineken Holding NV | Add +72.9% | 4.88% | +2.40 |
| DG Dollar General Corp. | Add +52.9% | 5.17% | +2.07 |
| CI The Cigna Group | Add +1.3% | 10.11% | +1.22 |
| HSIC Henry Schein Inc. | Add +15.9% | 4.60% | +0.34 |
| CHTR Charter Communications Inc. Class A | Add +1.3% | 6.80% | +0.17 |
| LH Labcorp Holdings Inc. | Add +0.3% | 5.02% | −0.22 |
| KMX Carmax Inc. | Add +1.3% | 5.82% | −0.58 |
| PHIN Phinia Inc. | Add +1.7% | 5.81% | −1.08 |
| VNT Vontier Corp. | Add +0.6% | 7.52% | −1.30 |
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 |