BANYAN CAPITAL MANAGEMENT, INC.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| FACTSET RESH SYS INC(FDS) | 0 | 34,827 | +34,827 | 0 | 7,557,111 | 3.26% | +7,557,111 |
| ROPER TECHNOLOGIES(ROP) | 0 | 18,197 | +18,197 | 0 | 6,439,190 | 2.77% | +6,439,190 |
| WOLTERS KLUWER NV(WOLTF) | 0 | 77,925 | +77,925 | 0 | 5,818,036 | 2.51% | +5,818,036 |
| CARMAX(KMX) | 146,248 | 172,211 | +25,963 | 5,651,023 | 7,160,533 | 3.09% | +1,509,510 |
| PHINIA(PHIN) | 259,902 | 255,523 | -4,379 | 16,293,256 | 17,487,994 | 7.54% | +1,194,738 |
| CHARTER COMMUNICATIONS(CHTR) | 22,772 | 24,781 | +2,009 | 4,753,655 | 5,349,722 | 2.31% | +596,067 |
| LABCORP HOLDINGS(LH) | 40,097 | 39,088 | -1,009 | 10,059,535 | 10,429,069 | 4.49% | +369,534 |
| BROWN-FORMAN B(BF-A) | 192,014 | 196,284 | +4,270 | 5,003,885 | 5,189,749 | 2.24% | +185,864 |
| CHEVRON(CVX) | 3,798 | 3,618 | -180 | 578,853 | 748,564 | 0.32% | +169,711 |
| EXXON MOBIL | 5,224 | 4,634 | -590 | 628,656 | 786,204 | 0.34% | +157,548 |
| CIGNA(CI) | 60,074 | 62,556 | +2,482 | 16,534,167 | 16,686,813 | 7.19% | +152,646 |
| LIBERTY BROADBAND C(LBRDA) | 69,261 | 69,874 | +613 | 3,366,085 | 3,514,662 | 1.51% | +148,577 |
| PHILLIPS 66(PSX) | 2,495 | 2,495 | 0 | 321,955 | 454,539 | 0.20% | +132,584 |
| CATERPILLAR(CAT) | 895 | 895 | 0 | 512,719 | 634,072 | 0.27% | +121,353 |
| MERCK(MRK) | 5,963 | 6,149 | +186 | 627,665 | 739,663 | 0.32% | +111,998 |
| JOHNSON & JOHNSON(JNJ) | 3,628 | 3,500 | -128 | 750,815 | 855,540 | 0.37% | +104,725 |
| SHELL PLC(SHEL) | 5,100 | 5,100 | 0 | 374,748 | 474,300 | 0.20% | +99,552 |
| COCA COLA(KO) | 7,780 | 7,981 | +201 | 543,900 | 606,955 | 0.26% | +63,055 |
| NEWMONT CORPORATION(NEM) | 7,050 | 7,050 | 0 | 703,943 | 763,163 | 0.33% | +59,220 |
| ONEOK INC(OKE) | 3,500 | 3,500 | 0 | 257,250 | 316,365 | 0.14% | +59,115 |
| WHEATON PRECIOUS METALS(WPM) | 4,325 | 4,325 | 0 | 508,274 | 566,618 | 0.24% | +58,344 |
| TEXAS INSTRUMENTS(TXN) | 2,520 | 2,520 | 0 | 437,195 | 489,233 | 0.21% | +52,038 |
| KINDER MORGAN(KMI) | 8,497 | 8,457 | -40 | 233,583 | 283,563 | 0.12% | +49,980 |
| SPDR GOLD SHARES ETF(GLD) | 1,250 | 1,250 | 0 | 495,388 | 537,863 | 0.23% | +42,475 |
| DUKE ENERGY(DUK) | 2,493 | 2,493 | 0 | 292,204 | 326,433 | 0.14% | +34,229 |
| RTX CORP(RTX) | 2,165 | 2,165 | 0 | 397,061 | 417,629 | 0.18% | +20,568 |
| MCDONALD'S(MCD) | 2,549 | 2,549 | 0 | 779,051 | 792,204 | 0.34% | +13,153 |
| SOUTHERN COMPANY(SO) | 4,125 | 3,746 | -379 | 359,700 | 361,564 | 0.16% | +1,864 |
| GRAINGER W W INC(GWW) | 686 | 634 | -52 | 692,208 | 691,574 | 0.30% | -634 |
| ALLSTATE CORP(ALL) | 2,454 | 2,454 | 0 | 510,800 | 508,812 | 0.22% | -1,988 |
| CISCO(CSCO) | 3,780 | 3,701 | -79 | 291,173 | 287,161 | 0.12% | -4,012 |
| PROCTER & GAMBLE(PG) | 3,751 | 3,675 | -76 | 537,556 | 530,817 | 0.23% | -6,739 |
| EMERSON ELECTRIC(EMR) | 4,055 | 4,055 | 0 | 538,180 | 531,286 | 0.23% | -6,894 |
| WALMART(WMT) | 9,427 | 8,327 | -1,100 | 1,050,262 | 1,034,880 | 0.45% | -15,382 |
| ABBVIE(ABBV) | 3,119 | 3,119 | 0 | 712,660 | 678,351 | 0.29% | -34,309 |
| BANK OF AMERICA | 5,625 | 5,625 | 0 | 309,375 | 274,219 | 0.12% | -35,156 |
| DIMENSIONAL US CORE EQUITY ETF US COR EQU 2 ETF | 10,130 | 9,396 | -734 | 401,052 | 365,118 | 0.16% | -35,934 |
| VERALTO(VLTO) | 2,758 | 2,673 | -85 | 275,193 | 236,347 | 0.10% | -38,846 |
| BARRICK MINING CORP(B) | 17,300 | 17,300 | 0 | 753,415 | 705,667 | 0.30% | -47,748 |
| JPMORGAN CHASE(JPM) | 1,920 | 1,920 | 0 | 618,662 | 564,787 | 0.24% | -53,875 |
| ELI LILLY & COMPANY(LLY) | 750 | 750 | 0 | 806,010 | 689,828 | 0.30% | -116,182 |
| IBM(IBM) | 4,216 | 4,187 | -29 | 1,248,821 | 1,014,887 | 0.44% | -233,934 |
| AIRBNB A | 38,919 | 39,601 | +682 | 5,282,087 | 5,000,814 | 2.16% | -281,273 |
| MICROSOFT(MSFT) | 625 | 0 | -625 | 302,293 | 0 | — | -302,293 |
| METLIFE(MET) | 4,645 | 0 | -4,645 | 366,676 | 0 | — | -366,676 |
| 3M COMPANY(MMM) | 2,297 | 0 | -2,297 | 367,750 | 0 | — | -367,750 |
| AKRE FOCUS ETF AKRE FOCUS ETF | 40,813 | 40,056 | -757 | 2,673,660 | 2,116,960 | 0.91% | -556,700 |
| VONTIER(VNT) | 429,346 | 433,591 | +4,245 | 15,963,100 | 15,379,488 | 6.63% | -583,612 |
| FISERV(FISV) | 90,084 | 93,358 | +3,274 | 6,050,942 | 5,209,376 | 2.24% | -841,566 |
| AMERICAN EXPRESS(AXP) | 12,251 | 10,700 | -1,551 | 4,532,257 | 3,236,536 | 1.39% | -1,295,721 |
| APPLE(AAPL) | 43,698 | 41,631 | -2,067 | 11,879,738 | 10,565,531 | 4.55% | -1,314,207 |
| DANAHER(DHR) | 22,558 | 18,892 | -3,666 | 5,163,977 | 3,581,923 | 1.54% | -1,582,054 |
| DOLLAR GENERAL(DG) | 118,003 | 116,468 | -1,535 | 15,667,258 | 13,828,246 | 5.96% | -1,839,012 |
| BERKSHIRE HATHAWAY B | 42,980 | 40,461 | -2,519 | 21,603,897 | 19,388,911 | 8.36% | -2,214,986 |
| PARKER HANNIFIN(PH) | 18,674 | 15,579 | -3,095 | 16,413,699 | 13,946,944 | 6.01% | -2,466,755 |
| HEINEKEN HOLDING NV ORD | 137,553 | 105,184 | -32,369 | 10,081,397 | 7,455,852 | 3.21% | -2,625,545 |
| HENRY SCHEIN(HSIC) | 135,757 | 98,882 | -36,875 | 10,260,514 | 7,287,603 | 3.14% | -2,972,911 |
| MARKEL(MKL) | 11,290 | 11,053 | -237 | 24,269,549 | 21,156,216 | 9.12% | -3,113,333 |