BANYAN CAPITAL MANAGEMENT, INC.
data from 30/09/2025
Capitalization
$ 220.184 M
13.22 %
Performance
$ 103.064 M
81.27 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | BRK-B | BERKSHIRE HATHAWAY B | 10.00% | 22.019 M $ | 43798 | 2018/12/31 | 734.953 K $ | 3.49 % |
| 2025/09/30 | MKL | MARKEL | 9.86% | 21.707 M $ | 11357 | 2018/12/31 | -928.112 K $ | -4.31 % |
| 2025/09/30 | VNT | VONTIER | 8.22% | 18.091 M $ | 431055 | 2020/12/31 | 2.130 M $ | 13.74 % |
| 2025/09/30 | CI | CIGNA | 7.87% | 17.328 M $ | 60144 | 2018/12/31 | -2.350 M $ | -12.80 % |
| 2025/09/30 | PH | PARKER HANNIFIN | 7.10% | 15.631 M $ | 20617 | 2018/12/31 | 1.256 M $ | 8.54 % |
| 2025/09/30 | PHIN | PHINIA | 6.81% | 15.003 M $ | 261018 | 2023/09/30 | 3.285 M $ | 29.20 % |
| 2025/09/30 | DG | DOLLAR GENERAL | 5.56% | 12.246 M $ | 118491 | 2024/12/31 | -1.192 M $ | -9.64 % |
| 2025/09/30 | LH | LABCORP HOLDINGS | 5.27% | 11.593 M $ | 40384 | 2024/06/30 | 960.960 K $ | 9.35 % |
| 2025/09/30 | AAPL | APPLE | 5.15% | 11.343 M $ | 44547 | 2018/12/31 | 2.069 M $ | 24.11 % |
| 2025/09/30 | CHTR | CHARTER COMMUNICATIONS | 4.83% | 10.642 M $ | 38685 | 2018/12/31 | -4.564 M $ | -32.70 % |
| 2025/09/30 | HEIO.AS | HEINEKEN HOLDING NV ORD | 4.29% | 9.454 M $ | 138072 | 2023/03/31 | -622.045 K $ | -6.57 % |
| 2025/09/30 | HSIC | HENRY SCHEIN | 4.19% | 9.235 M $ | 139141 | 2024/03/31 | -854.452 K $ | -9.14 % |
| 2025/09/30 | KMX | CARMAX | 3.62% | 7.981 M $ | 177870 | 2018/12/31 | -3.146 M $ | -33.24 % |
| 2025/09/30 | BF-B | BROWN-FORMAN B | 2.36% | 5.186 M $ | 191505 | 2025/06/30 | 28.050 K $ | 0.63 % |
| 2025/09/30 | ABNB | AIRBNB A | 2.14% | 4.722 M $ | 38890 | 2025/06/30 | -396.516 K $ | -8.25 % |
| 2025/09/30 | DHR | DANAHER | 2.06% | 4.543 M $ | 22912 | 2018/12/31 | 16.531 K $ | 0.36 % |
| 2025/09/30 | AXP | AMERICAN EXPRESS | 1.86% | 4.096 M $ | 12331 | 2018/12/31 | 177.007 K $ | 4.13 % |
| 2025/09/30 | IBM | IBM | 0.55% | 1.207 M $ | 4276 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | WMT | WALMART | 0.47% | 1.045 M $ | 10135 | 2025/06/30 | 14.968 K $ | 5.40 % |
| 2025/09/30 | MCD | MCDONALD'S | 0.35% | 774.616 K $ | 2549 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | ABBV | ABBVIE | 0.33% | 722.173 K $ | 3119 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | JNJ | JOHNSON & JOHNSON | 0.32% | 714.423 K $ | 3853 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | NVDA | NVIDIA | 0.32% | 700.421 K $ | 3754 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CVX | CHEVRON | 0.30% | 667.436 K $ | 4298 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | GWW | GRAINGER W W INC | 0.30% | 662.307 K $ | 695 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | JPM | JPMORGAN CHASE | 0.28% | 605.626 K $ | 1920 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | NEM | NEWMONT CORPORATION | 0.27% | 594.386 K $ | 7050 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | XOM | EXXON MOBIL | 0.27% | 589.006 K $ | 5224 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | PG | PROCTER & GAMBLE | 0.26% | 576.341 K $ | 3751 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | LLY | ELI LILLY & COMPANY | 0.26% | 572.250 K $ | 750 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | B | BARRICK MINING CORP | 0.26% | 566.921 K $ | 17300 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | EMR | EMERSON ELECTRIC | 0.25% | 545.053 K $ | 4155 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MRK | MERCK | 0.24% | 536.229 K $ | 6389 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | ALL | ALLSTATE CORP | 0.24% | 526.751 K $ | 2454 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | KO | COCA COLA | 0.24% | 517.959 K $ | 7810 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | WPM | WHEATON PRECIOUS METALS | 0.22% | 483.708 K $ | 4325 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | TXN | TEXAS INSTRUMENTS | 0.21% | 463.000 K $ | 2520 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | GLD | SPDR GOLD SHARES ETF | 0.20% | 444.338 K $ | 1250 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CAT | CATERPILLAR | 0.19% | 427.049 K $ | 895 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SO | SOUTHERN COMPANY | 0.19% | 409.880 K $ | 4325 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | DFAC | DIMENSIONAL US CORE EQUITY ETF | 0.18% | 390.559 K $ | 10125 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MET | METLIFE | 0.18% | 389.198 K $ | 4725 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MSFT | MICROSOFT | 0.17% | 380.714 K $ | 735 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SHEL | SHELL PLC | 0.17% | 364.803 K $ | 5100 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | RTX | RTX CORP | 0.16% | 362.269 K $ | 2165 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MMM | 3M COMPANY | 0.16% | 356.448 K $ | 2297 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | PSX | PHILLIPS 66 | 0.16% | 352.972 K $ | 2595 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | DD | DUPONT DE NEMOURS | 0.15% | 325.856 K $ | 4183 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | DUK | DUKE ENERGY | 0.15% | 323.977 K $ | 2618 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | VLTO | VERALTO | 0.14% | 299.787 K $ | 2812 | 2023/12/31 | 15.915 K $ | 5.61 % |
| 2025/09/30 | BAC | BANK OF AMERICA | 0.13% | 290.194 K $ | 5625 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CSCO | CISCO | 0.12% | 258.628 K $ | 3780 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | OKE | ONEOK INC | 0.12% | 255.395 K $ | 3500 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | KMI | KINDER MORGAN | 0.11% | 240.550 K $ | 8497 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | LEU | CENTRUS ENERGY CORP A | 0.10% | 217.049 K $ | 700 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | ITOT | ISHARES CORE S&P TOTAL US STOCK | 0.09% | 204.638 K $ | 1405 | 2025/09/30 | 0.000 $ | 0.00 % |