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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 $230.1M. In the most recent quarter, they have increased their positions in CHTR (+11.5K shares, valued at $1.6M), N/A (+23.7K shares, valued at $1.5M), FI (+17.9K shares, valued at $877.3K); decreased their positions in PHIN (-66.0K shares, valued at $5.4M), LBRDK (-54.0K shares, valued at $1.8M), PH (-1.4K shares, valued at $1.4M).

1M P&L

-3.8M-1.87%

3M P&L

+10.7M+5.62%

HY P&L

+12.7M+6.74%

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 & Casualty21.5M

10.6%

2Insurance - Diversified20.4M

10.1%

3Healthcare Plans16.6M

8.2%

Top Industries by Stock Count

1N/A5 stocks

10.9%

2Gold3 stocks

6.5%

3Drug Manufacturers - General3 stocks

6.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MKL MARKEL10.7K shares-3.18%2026-06-302026-08-03

BRK.B BERKSHIRE HATHAWAY B40.9K shares0.97%2026-06-302026-08-03

CI CIGNA60.1K shares-3.85%2026-06-302026-08-03

PHIN PHINIA189.6K shares-25.81%2026-06-302026-08-03

PH PARKER HANNIFIN14.2K shares-8.95%2026-06-302026-08-03

DG DOLLAR GENERAL114.2K shares-1.98%2026-06-302026-08-03

VNT VONTIER431.9K shares-0.40%2026-06-302026-08-03

AAPL APPLE40.6K shares-2.51%2026-06-302026-08-03

Sponsored

LABCORP HOLDINGS LABCORP HOLDINGS38.5K shares-1.42%2026-06-302026-08-03

KMX CARMAX169.2K shares-1.74%2026-06-302026-08-03

FDS FACTSET RESH SYS INC34.3K shares-1.56%2026-06-302026-08-03

HEINEKEN HOLDING NV ORD HEINEKEN HOLDING NV ORD102.4K shares-2.69%2026-06-302026-08-03

HSIC HENRY SCHEIN91.3K shares-7.71%2026-06-302026-08-03

ROP ROPER TECHNOLOGIES19.9K shares9.26%2026-06-302026-08-03

WOLTERS KLUWER NV WOLTERS KLUWER NV101.6K shares30.43%2026-06-302026-08-03

FI FISERV111.2K shares19.16%2026-06-302026-08-03

Sponsored

ABNB AIRBNB A36.8K shares-7.03%2026-06-302026-08-03

CHTR CHARTER COMMUNICATIONS36.3K shares46.48%2026-06-302026-08-03

BF.B BROWN-FORMAN B186.6K shares-4.92%2026-06-302026-08-03

AXP AMERICAN EXPRESS10.4K shares-3.00%2026-06-302026-08-03

DHR DANAHER17.1K shares-9.75%2026-06-302026-08-03

AKRE AKRE FOCUS ETF39.9K shares-0.35%2026-06-302026-08-03

IBM IBM4.1K shares-1.79%2026-06-302026-08-03

CAT CATERPILLAR895 shares0.00%2026-06-302026-08-03

Sponsored

LLY ELI LILLY & COMPANY750 shares0.00%2026-06-302026-08-03

WMT WALMART7.8K shares-6.61%2026-06-302026-08-03

JNJ JOHNSON & JOHNSON3.4K shares-2.97%2026-06-302026-08-03

GWW GRAINGER W W INC591 shares-6.78%2026-06-302026-08-03

MRK MERCK5.8K shares-5.01%2026-06-302026-08-03

ABBVIE ABBVIE2.9K shares-6.41%2026-06-302026-08-03

TXN TEXAS INSTRUMENTS2.4K shares-5.95%2026-06-302026-08-03

MCD MCDONALD'S2.4K shares-3.92%2026-06-302026-08-03

Sponsored

NEM NEWMONT CORPORATION7.0K shares0.00%2026-06-302026-08-03

KO COCA COLA7.8K shares-1.82%2026-06-302026-08-03

B BARRICK MINING CORP17.3K shares0.00%2026-06-302026-08-03

EXXON MOBIL EXXON MOBIL4.6K shares-1.21%2026-06-302026-08-03

JPMORGAN CHASE JPMORGAN CHASE1.8K shares-5.73%2026-06-302026-08-03

CVX CHEVRON3.6K shares-1.44%2026-06-302026-08-03

ALL ALLSTATE CORP2.5K shares0.00%2026-06-302026-08-03

EMR EMERSON ELECTRIC4.1K shares0.00%2026-06-302026-08-03

Sponsored

PG PROCTER & GAMBLE3.7K shares-0.65%2026-06-302026-08-03

LBRDK LIBERTY BROADBAND C15.9K shares-77.23%2026-06-302026-08-03

WPM WHEATON PRECIOUS METALS4.3K shares0.00%2026-06-302026-08-03

GLD SPDR GOLD SHARES ETF1.3K shares0.00%2026-06-302026-08-03

CISCO CISCO3.7K shares0.00%2026-06-302026-08-03

PSX PHILLIPS 662.5K shares0.00%2026-06-302026-08-03

DFAC DIMENSIONAL US CORE EQUITY ETF9.4K shares0.04%2026-06-302026-08-03

RTX CORP RTX CORP2.1K shares-2.77%2026-06-302026-08-03

Sponsored

SHEL SHELL PLC5.1K shares0.00%2026-06-302026-08-03

SOUTHERN COMPANY SOUTHERN COMPANY3.7K shares0.00%2026-06-302026-08-03

BAC BANK OF AMERICA5.6K shares0.00%2026-06-302026-08-03

DUK DUKE ENERGY2.5K shares0.00%2026-06-302026-08-03

OKE ONEOK INC3.5K shares0.00%2026-06-302026-08-03

KMI KINDER MORGAN8.5K shares0.00%2026-06-302026-08-03

VLTO VERALTO2.7K shares0.00%2026-06-302026-08-03

MKL

MARKEL

-3.18%

Shares10.7K

Event2026-06-30

Filed2026-08-03

BRK.B

BERKSHIRE HATHAWAY B

0.97%

Shares40.9K

Event2026-06-30

Filed2026-08-03

CIGNA

-3.85%

Shares60.1K

Event2026-06-30

Filed2026-08-03

PHIN

PHINIA

-25.81%

Shares189.6K

Event2026-06-30

Filed2026-08-03

PARKER HANNIFIN

-8.95%

Shares14.2K

Event2026-06-30

Filed2026-08-03

DOLLAR GENERAL

-1.98%

Shares114.2K

Event2026-06-30

Filed2026-08-03

VNT

VONTIER

-0.40%

Shares431.9K

Event2026-06-30

Filed2026-08-03

AAPL

APPLE

-2.51%

Shares40.6K

Event2026-06-30

Filed2026-08-03

LABCORP HOLDINGS

-1.42%

Shares38.5K

Event2026-06-30

Filed2026-08-03

KMX

CARMAX

-1.74%

Shares169.2K

Event2026-06-30

Filed2026-08-03

FDS

FACTSET RESH SYS INC

-1.56%

Shares34.3K

Event2026-06-30

Filed2026-08-03

HEINEKEN HOLDING NV ORD

-2.69%

Shares102.4K

Event2026-06-30

Filed2026-08-03

HSIC

HENRY SCHEIN

-7.71%

Shares91.3K

Event2026-06-30

Filed2026-08-03

ROP

ROPER TECHNOLOGIES

9.26%

Shares19.9K

Event2026-06-30

Filed2026-08-03

WOLTERS KLUWER NV

30.43%

Shares101.6K

Event2026-06-30

Filed2026-08-03

FISERV

19.16%

Shares111.2K

Event2026-06-30

Filed2026-08-03

ABNB

AIRBNB A

-7.03%

Shares36.8K

Event2026-06-30

Filed2026-08-03

CHTR

CHARTER COMMUNICATIONS

46.48%

Shares36.3K

Event2026-06-30

Filed2026-08-03

BF.B

BROWN-FORMAN B

-4.92%

Shares186.6K

Event2026-06-30

Filed2026-08-03

AXP

AMERICAN EXPRESS

-3.00%

Shares10.4K

Event2026-06-30

Filed2026-08-03

DHR

DANAHER

-9.75%

Shares17.1K

Event2026-06-30

Filed2026-08-03

AKRE

AKRE FOCUS ETF

-0.35%

Shares39.9K

Event2026-06-30

Filed2026-08-03

IBM

-1.79%

Shares4.1K

Event2026-06-30

Filed2026-08-03

CAT

CATERPILLAR

0.00%

Shares895

Event2026-06-30

Filed2026-08-03

LLY

ELI LILLY & COMPANY

0.00%

Shares750

Event2026-06-30

Filed2026-08-03

WMT

WALMART

-6.61%

Shares7.8K

Event2026-06-30

Filed2026-08-03

JNJ

JOHNSON & JOHNSON

-2.97%

Shares3.4K

Event2026-06-30

Filed2026-08-03

GWW

GRAINGER W W INC

-6.78%

Shares591

Event2026-06-30

Filed2026-08-03

MRK

MERCK

-5.01%

Shares5.8K

Event2026-06-30

Filed2026-08-03

ABBVIE

-6.41%

Shares2.9K

Event2026-06-30

Filed2026-08-03

TXN

TEXAS INSTRUMENTS

-5.95%

Shares2.4K

Event2026-06-30

Filed2026-08-03

MCD

MCDONALD'S

-3.92%

Shares2.4K

Event2026-06-30

Filed2026-08-03

NEM

NEWMONT CORPORATION

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-03

COCA COLA

-1.82%

Shares7.8K

Event2026-06-30

Filed2026-08-03

BARRICK MINING CORP

0.00%

Shares17.3K

Event2026-06-30

Filed2026-08-03

EXXON MOBIL

-1.21%

Shares4.6K

Event2026-06-30

Filed2026-08-03

JPMORGAN CHASE

-5.73%

Shares1.8K

Event2026-06-30

Filed2026-08-03

CVX

CHEVRON

-1.44%

Shares3.6K

Event2026-06-30

Filed2026-08-03

ALL

ALLSTATE CORP

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-03

EMR

EMERSON ELECTRIC

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-03

PROCTER & GAMBLE

-0.65%

Shares3.7K

Event2026-06-30

Filed2026-08-03

LBRDK

LIBERTY BROADBAND C

-77.23%

Shares15.9K

Event2026-06-30

Filed2026-08-03

WPM

WHEATON PRECIOUS METALS

0.00%

Shares4.3K

Event2026-06-30

Filed2026-08-03

GLD

SPDR GOLD SHARES ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-03

CISCO

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-03

PSX

PHILLIPS 66

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-03

DFAC

DIMENSIONAL US CORE EQUITY ETF

0.04%

Shares9.4K

Event2026-06-30

Filed2026-08-03

RTX CORP

-2.77%

Shares2.1K

Event2026-06-30

Filed2026-08-03

SHEL

SHELL PLC

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-03

SOUTHERN COMPANY

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-03

BAC

BANK OF AMERICA

0.00%

Shares5.6K

Event2026-06-30

Filed2026-08-03

DUK

DUKE ENERGY

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-03

OKE

ONEOK INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-03

KMI

KINDER MORGAN

0.00%

Shares8.5K

Event2026-06-30

Filed2026-08-03

VLTO

VERALTO

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available