Banyan Capital Management as of March 31, 2025
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 | |
| Markel Stock (MKL) | 11.2 | $20M | 11k | 1869.61 | |
| Cigna Stock (CI) | 10.1 | $18M | 54k | 329.00 | |
| Vontier Stock (VNT) | 7.5 | $13M | 406k | 32.85 | |
| Parker Hannifin Stock (PH) | 7.3 | $13M | 21k | 607.85 | |
| Charter Communications Stock (CHTR) | 6.8 | $12M | 33k | 368.53 | |
| Carmax Stock (KMX) | 5.8 | $10M | 132k | 77.92 | |
| Phinia Stock (PHIN) | 5.8 | $10M | 243k | 42.43 | |
| Apple Stock (AAPL) | 5.4 | $9.5M | 43k | 222.13 | |
| Dollar General Stock (DG) | 5.2 | $9.2M | 104k | 87.93 | |
| Labcorp Holdings Stock (LH) | 5.0 | $8.9M | 38k | 232.74 | |
| Heineken Holdings Stock (HKHHF) | 4.9 | $8.6M | 119k | 72.36 | |
| Henry Schein Stock (HSIC) | 4.6 | $8.2M | 119k | 68.49 | |
| American Express Stock (AXP) | 4.6 | $8.1M | 30k | 269.05 | |
| Danaher Stock (DHR) | 2.7 | $4.7M | 23k | 205.00 | |
| Veralto Stock (VLTO) | 0.2 | $311k | 3.2k | 97.45 |
