Sponsored

The Analysis of BANYAN CAPITAL MANAGEMENT, INC.'s Holdings & P&L

Currently, BANYAN CAPITAL MANAGEMENT, INC. holds 55 types of securities in its portfolio with a total value $232.1M. In the most recent quarter, they have increased their positions in FDS (+34.8K shares, valued at $7.6M), ROP (+18.2K shares, valued at $6.4M), N/A (+77.9K shares, valued at $5.8M); decreased their positions in PH (-3.1K shares, valued at $2.8M), HSIC (-36.9K shares, valued at $2.7M), N/A (-32.4K shares, valued at $2.3M); initiated new positions in FDS (+34.8K shares, valued at $7.6M), ROP (+18.2K shares, valued at $6.4M), N/A (+77.9K shares, valued at $5.8M).

1M P&L

-10.9M-6.06%

3M P&L

-19.4M-10.30%

HY P&L

-1.2M-0.69%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Insurance - Property & Casualty21.7M

12.1%

2Auto Parts17.5M

9.8%

3Scientific & Technical Instruments15.4M

8.6%

Top Industries by Stock Count

1N/A4 stocks

8.5%

2Drug Manufacturers - General3 stocks

6.4%

3Oil & Gas Integrated3 stocks

6.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MKL MARKEL11.1K shares-2.10%2026-03-312026-05-01

BERKSHIRE HATHAWAY B BERKSHIRE HATHAWAY B40.5K shares-5.86%2026-03-312026-05-01

PHIN PHINIA255.5K shares-1.68%2026-03-312026-05-01

CIGNA CIGNA62.6K shares4.13%2026-03-312026-05-01

VNT VONTIER433.6K shares0.99%2026-03-312026-05-01

PH PARKER HANNIFIN15.6K shares-16.57%2026-03-312026-05-01

DG DOLLAR GENERAL116.5K shares-1.30%2026-03-312026-05-01

AAPL APPLE41.6K shares-4.73%2026-03-312026-05-01

Sponsored

LH LABCORP HOLDINGS39.1K shares-2.52%2026-03-312026-05-01

FDS FACTSET RESH SYS INC34.8K sharesnew addition2026-03-312026-05-01

HEINEKEN HOLDING NV ORD HEINEKEN HOLDING NV ORD105.2K shares-23.53%2026-03-312026-05-01

HSIC HENRY SCHEIN98.9K shares-27.16%2026-03-312026-05-01

KMX CARMAX172.2K shares17.75%2026-03-312026-05-01

ROP ROPER TECHNOLOGIES18.2K sharesnew addition2026-03-312026-05-01

WOLTERS KLUWER NV WOLTERS KLUWER NV77.9K sharesnew addition2026-03-312026-05-01

CHTR CHARTER COMMUNICATIONS24.8K shares8.82%2026-03-312026-05-01

Sponsored

FI FISERV93.4K shares3.63%2026-03-312026-05-01

BF.B BROWN-FORMAN B196.3K shares2.22%2026-03-312026-05-01

ABNB AIRBNB A39.6K shares1.75%2026-03-312026-05-01

DHR DANAHER18.9K shares-16.25%2026-03-312026-05-01

LBRDK LIBERTY BROADBAND C69.9K shares0.89%2026-03-312026-05-01

AXP AMERICAN EXPRESS10.7K shares-12.66%2026-03-312026-05-01

AKRE FOCUS ETF AKRE FOCUS ETF40.1K shares-1.85%2026-03-312026-05-01

WMT WALMART8.3K shares-11.67%2026-03-312026-05-01

Sponsored

IBM IBM4.2K shares-0.69%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON3.5K shares-3.53%2026-03-312026-05-01

MCD MCDONALD'S2.5K shares0.00%2026-03-312026-05-01

XOM EXXON MOBIL4.6K shares-11.29%2026-03-312026-05-01

NEM NEWMONT CORPORATION7.0K shares0.00%2026-03-312026-05-01

CVX CHEVRON3.6K shares-4.74%2026-03-312026-05-01

MERCK MERCK6.1K shares3.12%2026-03-312026-05-01

BARRICK MINING CORP BARRICK MINING CORP17.3K shares0.00%2026-03-312026-05-01

Sponsored

GWW GRAINGER W W INC634 shares-7.58%2026-03-312026-05-01

LLY ELI LILLY & COMPANY750 shares0.00%2026-03-312026-05-01

ABBV ABBVIE3.1K shares0.00%2026-03-312026-05-01

CAT CATERPILLAR895 shares0.00%2026-03-312026-05-01

KO COCA COLA8.0K shares2.58%2026-03-312026-05-01

WPM WHEATON PRECIOUS METALS4.3K shares0.00%2026-03-312026-05-01

JPM JPMORGAN CHASE1.9K shares0.00%2026-03-312026-05-01

GLD SPDR GOLD SHARES ETF1.3K shares0.00%2026-03-312026-05-01

Sponsored

EMR EMERSON ELECTRIC4.1K shares0.00%2026-03-312026-05-01

PG PROCTER & GAMBLE3.7K shares-2.03%2026-03-312026-05-01

ALL ALLSTATE CORP2.5K shares0.00%2026-03-312026-05-01

TXN TEXAS INSTRUMENTS2.5K shares0.00%2026-03-312026-05-01

SHEL SHELL PLC5.1K shares0.00%2026-03-312026-05-01

PSX PHILLIPS 662.5K shares0.00%2026-03-312026-05-01

RTX RTX CORP2.2K shares0.00%2026-03-312026-05-01

DFAC DIMENSIONAL US CORE EQUITY ETF9.4K shares-7.25%2026-03-312026-05-01

Sponsored

SO SOUTHERN COMPANY3.7K shares-9.19%2026-03-312026-05-01

DUKE ENERGY DUKE ENERGY2.5K shares0.00%2026-03-312026-05-01

OKE ONEOK INC3.5K shares0.00%2026-03-312026-05-01

CSCO CISCO3.7K shares-2.09%2026-03-312026-05-01

KMI KINDER MORGAN8.5K shares-0.47%2026-03-312026-05-01

BAC BANK OF AMERICA5.6K shares0.00%2026-03-312026-05-01

VLTO VERALTO2.7K shares-3.08%2026-03-312026-05-01

MKL

MARKEL

-2.10%

Shares11.1K

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY B

-5.86%

Shares40.5K

Event2026-03-31

Filed2026-05-01

PHIN

PHINIA

-1.68%

Shares255.5K

Event2026-03-31

Filed2026-05-01

CIGNA

4.13%

Shares62.6K

Event2026-03-31

Filed2026-05-01

VNT

VONTIER

0.99%

Shares433.6K

Event2026-03-31

Filed2026-05-01

PARKER HANNIFIN

-16.57%

Shares15.6K

Event2026-03-31

Filed2026-05-01

DOLLAR GENERAL

-1.30%

Shares116.5K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE

-4.73%

Shares41.6K

Event2026-03-31

Filed2026-05-01

LABCORP HOLDINGS

-2.52%

Shares39.1K

Event2026-03-31

Filed2026-05-01

FDS

FACTSET RESH SYS INC

New

Shares34.8K

Event2026-03-31

Filed2026-05-01

HEINEKEN HOLDING NV ORD

-23.53%

Shares105.2K

Event2026-03-31

Filed2026-05-01

HSIC

HENRY SCHEIN

-27.16%

Shares98.9K

Event2026-03-31

Filed2026-05-01

KMX

CARMAX

17.75%

Shares172.2K

Event2026-03-31

Filed2026-05-01

ROP

ROPER TECHNOLOGIES

New

Shares18.2K

Event2026-03-31

Filed2026-05-01

WOLTERS KLUWER NV

New

Shares77.9K

Event2026-03-31

Filed2026-05-01

CHTR

CHARTER COMMUNICATIONS

8.82%

Shares24.8K

Event2026-03-31

Filed2026-05-01

FISERV

3.63%

Shares93.4K

Event2026-03-31

Filed2026-05-01

BF.B

BROWN-FORMAN B

2.22%

Shares196.3K

Event2026-03-31

Filed2026-05-01

ABNB

AIRBNB A

1.75%

Shares39.6K

Event2026-03-31

Filed2026-05-01

DHR

DANAHER

-16.25%

Shares18.9K

Event2026-03-31

Filed2026-05-01

LBRDK

LIBERTY BROADBAND C

0.89%

Shares69.9K

Event2026-03-31

Filed2026-05-01

AXP

AMERICAN EXPRESS

-12.66%

Shares10.7K

Event2026-03-31

Filed2026-05-01

AKRE FOCUS ETF

-1.85%

Shares40.1K

Event2026-03-31

Filed2026-05-01

WMT

WALMART

-11.67%

Shares8.3K

Event2026-03-31

Filed2026-05-01

IBM

-0.69%

Shares4.2K

Event2026-03-31

Filed2026-05-01

JNJ

JOHNSON & JOHNSON

-3.53%

Shares3.5K

Event2026-03-31

Filed2026-05-01

MCD

MCDONALD'S

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-01

XOM

EXXON MOBIL

-11.29%

Shares4.6K

Event2026-03-31

Filed2026-05-01

NEM

NEWMONT CORPORATION

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-01

CVX

CHEVRON

-4.74%

Shares3.6K

Event2026-03-31

Filed2026-05-01

MERCK

3.12%

Shares6.1K

Event2026-03-31

Filed2026-05-01

BARRICK MINING CORP

0.00%

Shares17.3K

Event2026-03-31

Filed2026-05-01

GWW

GRAINGER W W INC

-7.58%

Shares634

Event2026-03-31

Filed2026-05-01

LLY

ELI LILLY & COMPANY

0.00%

Shares750

Event2026-03-31

Filed2026-05-01

ABBV

ABBVIE

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-01

CAT

CATERPILLAR

0.00%

Shares895

Event2026-03-31

Filed2026-05-01

COCA COLA

2.58%

Shares8.0K

Event2026-03-31

Filed2026-05-01

WPM

WHEATON PRECIOUS METALS

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-01

GLD

SPDR GOLD SHARES ETF

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-01

EMR

EMERSON ELECTRIC

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-01

PROCTER & GAMBLE

-2.03%

Shares3.7K

Event2026-03-31

Filed2026-05-01

ALL

ALLSTATE CORP

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-01

TXN

TEXAS INSTRUMENTS

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-01

SHEL

SHELL PLC

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-01

PSX

PHILLIPS 66

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-01

RTX

RTX CORP

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-01

DFAC

DIMENSIONAL US CORE EQUITY ETF

-7.25%

Shares9.4K

Event2026-03-31

Filed2026-05-01

SOUTHERN COMPANY

-9.19%

Shares3.7K

Event2026-03-31

Filed2026-05-01

DUKE ENERGY

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-01

OKE

ONEOK INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-01

CSCO

CISCO

-2.09%

Shares3.7K

Event2026-03-31

Filed2026-05-01

KMI

KINDER MORGAN

-0.47%

Shares8.5K

Event2026-03-31

Filed2026-05-01

BAC

BANK OF AMERICA

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-01

VLTO

VERALTO

-3.08%

Shares2.7K

Event2026-03-31

Filed2026-05-01

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available