Banyan Capital Management, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 15, 2025), Banyan Capital Management, Inc. reported 19 stock positions worth $194.5 million. Its top holding was Markel (MKL) at 11.1% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 10.8%) and Cigna (CI, 9.4%). Compared with Q1 2025, it opened 3 new positions, added to 11 and reduced 5. The biggest buy was a new position in Airbnb Class A (ABNB) and the biggest sale American Express (AXP, shares −55%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0000846600
- Portfolio Value
- $194.5M (Q2 2025)
- SEC Filing
- 0001085146-25-003803 ↗ filed Jul 15, 2025
Holdings Value
Holdings 19 stocks · $194.5M
| MKL Markel Group Inc. | 11.08% | 10,792 | $21.6M | Add +1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 10.82% | 43,309 | $21.0M | Add +0.7% |
| CI The Cigna Group | 9.44% | 55,505 | $18.3M | Add +2.0% |
| VNT Vontier Corp. | 7.97% | 420,025 | $15.5M | Add +3.6% |
| PH Parker Hannifin Corp. | 7.56% | 21,044 | $14.7M | Reduce -1.4% |
| CHTR Charter Communications Inc. Class A | 7.18% | 34,137 | $14.0M | Add +4.5% |
| DG Dollar General Corp. | 6.36% | 108,089 | $12.4M | Add +3.8% |
| PHIN Phinia Inc. | 5.78% | 252,856 | $11.2M | Add +4.3% |
| LH Labcorp Holdings Inc. | 5.28% | 39,143 | $10.3M | Add +2.4% |
| HKHHF Heineken Holding NV | 4.87% | 126,948 | $9.5M | Add +6.4% |
| KMX Carmax Inc. | 4.87% | 140,827 | $9.5M | Add +6.4% |
| HSIC Henry Schein Inc. | 4.80% | 127,912 | $9.3M | Add +7.5% |
| AAPL Apple Inc. | 4.41% | 41,835 | $8.6M | Reduce -1.9% |
| ABNB Airbnb Inc. Class A | 2.47% | 36,311 | $4.8M | New |
| DHR Danaher Corp. | 2.33% | 22,960 | $4.5M | Reduce -0.8% |
| BF.B Brown-Forman Corp. Class B | 2.28% | 165,003 | $4.4M | New |
| AXP American Express Co. | 2.20% | 13,430 | $4.3M | Reduce -55.5% |
| VLTO Veralto Corp. | 0.15% | 2,812 | $284K | Reduce -11.9% |
| WMT Walmart Inc. | 0.14% | 2,835 | $277K | New |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| ABNB Airbnb Inc. Class A | New | 2.47% | +2.47 |
| BF.B Brown-Forman Corp. Class B | New | 2.28% | +2.28 |
| DG Dollar General Corp. | Add +3.8% | 6.36% | +1.19 |
| VNT Vontier Corp. | Add +3.6% | 7.97% | +0.45 |
| CHTR Charter Communications Inc. Class A | Add +4.5% | 7.18% | +0.38 |
| LH Labcorp Holdings Inc. | Add +2.4% | 5.28% | +0.26 |
| HSIC Henry Schein Inc. | Add +7.5% | 4.80% | +0.20 |
| WMT Walmart Inc. | New | 0.14% | +0.14 |
| HKHHF Heineken Holding NV | Add +6.4% | 4.87% | −0.01 |
| PHIN Phinia Inc. | Add +4.3% | 5.78% | −0.03 |
| MKL Markel Group Inc. | Add +1.7% | 11.08% | −0.12 |
| CI The Cigna Group | Add +2.0% | 9.44% | −0.68 |
| KMX Carmax Inc. | Add +6.4% | 4.87% | −0.96 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.7% | 10.82% | −2.12 |
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 |