Banyan Captial Management
Latest statistics and disclosures from Banyan Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, MKL, CI, VNT, PH, and represent 49.10% of Banyan Capital Management's stock portfolio.
- Added to shares of these 9 stocks: HKHHF, DG, HSIC, CI, PHIN, CHTR, KMX, VNT, LH.
- Reduced shares in these 7 stocks: AXP, PH, BRK.B, AAPL, MKL, DHR, VLTO.
- Banyan Capital Management was a net buyer of stock by $6.6M.
- Banyan Capital Management has $177M in assets under management (AUM), dropping by 6.21%.
- Central Index Key (CIK): 0000846600
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Portfolio Holdings for Banyan Capital Management
Banyan Capital Management holds 16 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway B Stock (BRK.B) | 12.9 | $23M | 43k | 532.58 |
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| Markel Stock (MKL) | 11.2 | $20M | 11k | 1869.61 |
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| Cigna Stock (CI) | 10.1 | $18M | 54k | 329.00 |
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| Vontier Stock (VNT) | 7.5 | $13M | 406k | 32.85 |
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| Parker Hannifin Stock (PH) | 7.3 | $13M | -3% | 21k | 607.85 |
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| Charter Communications Stock (CHTR) | 6.8 | $12M | 33k | 368.53 |
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| Carmax Stock (KMX) | 5.8 | $10M | 132k | 77.92 |
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| Phinia Stock (PHIN) | 5.8 | $10M | 243k | 42.43 |
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| Apple Stock (AAPL) | 5.4 | $9.5M | -2% | 43k | 222.13 |
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| Dollar General Stock (DG) | 5.2 | $9.2M | +52% | 104k | 87.93 |
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| Labcorp Holdings Stock (LH) | 5.0 | $8.9M | 38k | 232.74 |
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| Heineken Holdings Stock (HKHHF) | 4.9 | $8.6M | +72% | 119k | 72.36 |
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| Henry Schein Stock (HSIC) | 4.6 | $8.2M | +15% | 119k | 68.49 |
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| American Express Stock (AXP) | 4.6 | $8.1M | -9% | 30k | 269.05 |
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| Danaher Stock (DHR) | 2.7 | $4.7M | 23k | 205.00 |
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| Veralto Stock (VLTO) | 0.2 | $311k | -4% | 3.2k | 97.45 |
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Past Filings by Banyan Capital Management
SEC 13F filings are viewable for Banyan Capital Management going back to 2018
- Banyan Capital Management 2025 Q1 filed May 2, 2025
- Banyan Capital Management 2024 Q4 filed Feb. 3, 2025
- Banyan Capital Management 2024 Q3 filed Nov. 7, 2024
- Banyan Capital Management 2024 Q2 filed Aug. 12, 2024
- Banyan Capital Management 2024 Q1 filed May 3, 2024
- Banyan Capital Management 2023 Q4 filed Jan. 9, 2024
- Banyan Capital Management 2023 Q3 filed Nov. 9, 2023
- Banyan Capital Management 2023 Q2 filed Aug. 3, 2023
- Banyan Capital Management 2023 Q1 filed May 11, 2023
- Banyan Capital Management 2022 Q4 filed Jan. 19, 2023
- Banyan Capital Management 2022 Q3 filed Nov. 14, 2022
- Banyan Capital Management 2022 Q2 filed Aug. 11, 2022
- Banyan Capital Management 2022 Q1 filed May 13, 2022
- Banyan Capital Management 2021 Q4 filed Feb. 14, 2022
- Banyan Capital Management 2021 Q3 filed Nov. 1, 2021
- Banyan Capital Management 2021 Q2 filed Aug. 3, 2021