Banyan Capital Management as of June 30, 2025
Portfolio Holdings for Banyan Capital Management
Banyan Capital Management holds 19 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Markel Stock (MKL) | 11.1 | $22M | 11k | 1997.36 | |
| Berkshire Hathaway B Stock (BRK.B) | 10.8 | $21M | 43k | 485.77 | |
| Cigna Stock (CI) | 9.4 | $18M | 56k | 330.58 | |
| Vontier Stock (VNT) | 8.0 | $16M | 420k | 36.90 | |
| Parker Hannifin Stock (PH) | 7.6 | $15M | 21k | 698.47 | |
| Charter Communications Stock (CHTR) | 7.2 | $14M | 34k | 408.81 | |
| Dollar General Stock (DG) | 6.4 | $12M | 108k | 114.38 | |
| Phinia Stock (PHIN) | 5.8 | $11M | 253k | 44.49 | |
| Labcorp Holdings Stock (LH) | 5.3 | $10M | 39k | 262.51 | |
| Heineken Holdings Stock (HKHHF) | 4.9 | $9.5M | 127k | 74.57 | |
| Carmax Stock (KMX) | 4.9 | $9.5M | 141k | 67.21 | |
| Henry Schein Stock (HSIC) | 4.8 | $9.3M | 128k | 73.05 | |
| Apple Stock (AAPL) | 4.4 | $8.6M | 42k | 205.17 | |
| Airbnb A Stock (ABNB) | 2.5 | $4.8M | 36k | 132.41 | |
| Danaher Stock (DHR) | 2.3 | $4.5M | 23k | 197.54 | |
| Brown-forman B Stock (BF.B) | 2.3 | $4.4M | 165k | 26.91 | |
| American Express Stock (AXP) | 2.2 | $4.3M | 13k | 318.98 | |
| Veralto Stock (VLTO) | 0.1 | $284k | 2.8k | 100.95 | |
| Walmart Stock (WMT) | 0.1 | $277k | 2.8k | 97.78 |
