BANYAN CAPITAL MANAGEMENT, INC.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PHINIA(PHIN) | 252,856 | 261,018 | +8,162 | 11,249,563 | 15,003,315 | 6.81% | +3,753,752 |
| APPLE(AAPL) | 41,835 | 44,547 | +2,712 | 8,583,287 | 11,343,003 | 5.15% | +2,759,716 |
| VONTIER(VNT) | 420,025 | 431,055 | +11,030 | 15,498,938 | 18,091,396 | 8.22% | +2,592,458 |
| LABCORP HOLDINGS(LH) | 39,143 | 40,384 | +1,241 | 10,275,429 | 11,592,631 | 5.26% | +1,317,202 |
| IBM(IBM) | 0 | 4,276 | +4,276 | 0 | 1,206,516 | 0.55% | +1,206,516 |
| BERKSHIRE HATHAWAY B | 43,309 | 43,798 | +489 | 21,038,213 | 22,019,007 | 10.00% | +980,794 |
| PARKER HANNIFIN(PH) | 21,044 | 20,617 | -427 | 14,698,603 | 15,630,779 | 7.10% | +932,176 |
| MCDONALD'S(MCD) | 0 | 2,549 | +2,549 | 0 | 774,616 | 0.35% | +774,616 |
| WALMART(WMT) | 2,835 | 10,135 | +7,300 | 277,206 | 1,044,513 | 0.47% | +767,307 |
| BROWN-FORMAN B(BF-A) | 165,003 | 191,505 | +26,502 | 4,440,231 | 5,185,955 | 2.36% | +745,724 |
| ABBVIE(ABBV) | 0 | 3,119 | +3,119 | 0 | 722,173 | 0.33% | +722,173 |
| JOHNSON & JOHNSON(JNJ) | 0 | 3,853 | +3,853 | 0 | 714,423 | 0.32% | +714,423 |
| NVIDIA(NVDA) | 0 | 3,754 | +3,754 | 0 | 700,421 | 0.32% | +700,421 |
| CHEVRON(CVX) | 0 | 4,298 | +4,298 | 0 | 667,436 | 0.30% | +667,436 |
| GRAINGER W W INC(GWW) | 0 | 695 | +695 | 0 | 662,307 | 0.30% | +662,307 |
| JPMORGAN CHASE(JPM) | 0 | 1,920 | +1,920 | 0 | 605,626 | 0.28% | +605,626 |
| NEWMONT CORPORATION(NEM) | 0 | 7,050 | +7,050 | 0 | 594,386 | 0.27% | +594,386 |
| EXXON MOBIL | 0 | 5,224 | +5,224 | 0 | 589,006 | 0.27% | +589,006 |
| PROCTER & GAMBLE(PG) | 0 | 3,751 | +3,751 | 0 | 576,341 | 0.26% | +576,341 |
| ELI LILLY & COMPANY(LLY) | 0 | 750 | +750 | 0 | 572,250 | 0.26% | +572,250 |
| BARRICK MINING CORP(B) | 0 | 17,300 | +17,300 | 0 | 566,921 | 0.26% | +566,921 |
| EMERSON ELECTRIC(EMR) | 0 | 4,155 | +4,155 | 0 | 545,053 | 0.25% | +545,053 |
| MERCK(MRK) | 0 | 6,389 | +6,389 | 0 | 536,229 | 0.24% | +536,229 |
| ALLSTATE CORP(ALL) | 0 | 2,454 | +2,454 | 0 | 526,751 | 0.24% | +526,751 |
| COCA COLA(KO) | 0 | 7,810 | +7,810 | 0 | 517,959 | 0.24% | +517,959 |
| WHEATON PRECIOUS METALS(WPM) | 0 | 4,325 | +4,325 | 0 | 483,708 | 0.22% | +483,708 |
| TEXAS INSTRUMENTS(TXN) | 0 | 2,520 | +2,520 | 0 | 463,000 | 0.21% | +463,000 |
| SPDR GOLD SHARES ETF(GLD) | 0 | 1,250 | +1,250 | 0 | 444,338 | 0.20% | +444,338 |
| CATERPILLAR(CAT) | 0 | 895 | +895 | 0 | 427,049 | 0.19% | +427,049 |
| SOUTHERN COMPANY(SO) | 0 | 4,325 | +4,325 | 0 | 409,880 | 0.19% | +409,880 |
| DIMENSIONAL US CORE EQUITY ETF | 0 | 10,125 | +10,125 | 0 | 390,559 | 0.18% | +390,559 |
| METLIFE(MET) | 0 | 4,725 | +4,725 | 0 | 389,198 | 0.18% | +389,198 |
| MICROSOFT(MSFT) | 0 | 735 | +735 | 0 | 380,714 | 0.17% | +380,714 |
| SHELL PLC(SHEL) | 0 | 5,100 | +5,100 | 0 | 364,803 | 0.17% | +364,803 |
| RTX CORP(RTX) | 0 | 2,165 | +2,165 | 0 | 362,269 | 0.16% | +362,269 |
| 3M COMPANY(MMM) | 0 | 2,297 | +2,297 | 0 | 356,448 | 0.16% | +356,448 |
| PHILLIPS 66(PSX) | 0 | 2,595 | +2,595 | 0 | 352,972 | 0.16% | +352,972 |
| DUPONT DE NEMOURS(DD) | 0 | 4,183 | +4,183 | 0 | 325,856 | 0.15% | +325,856 |
| DUKE ENERGY(DUK) | 0 | 2,618 | +2,618 | 0 | 323,977 | 0.15% | +323,977 |
| BANK OF AMERICA | 0 | 5,625 | +5,625 | 0 | 290,194 | 0.13% | +290,194 |
| CISCO(CSCO) | 0 | 3,780 | +3,780 | 0 | 258,628 | 0.12% | +258,628 |
| ONEOK INC(OKE) | 0 | 3,500 | +3,500 | 0 | 255,395 | 0.12% | +255,395 |
| KINDER MORGAN(KMI) | 0 | 8,497 | +8,497 | 0 | 240,550 | 0.11% | +240,550 |
| CENTRUS ENERGY CORP A(LEU) | 0 | 700 | +700 | 0 | 217,049 | 0.10% | +217,049 |
| ISHARES CORE S&P TOTAL US STOCK | 0 | 1,405 | +1,405 | 0 | 204,638 | 0.09% | +204,638 |
| MARKEL(MKL) | 10,792 | 11,357 | +565 | 21,555,509 | 21,707,316 | 9.86% | +151,807 |
| VERALTO(VLTO) | 2,812 | 2,812 | 0 | 283,871 | 299,787 | 0.14% | +15,916 |
| DANAHER(DHR) | 22,960 | 22,912 | -48 | 4,535,518 | 4,542,533 | 2.06% | +7,015 |
| HEINEKEN HOLDING NV ORD | 126,948 | 138,072 | +11,124 | 9,466,474 | 9,453,762 | 4.29% | -12,712 |
| AIRBNB A | 36,311 | 38,890 | +2,579 | 4,808,045 | 4,722,024 | 2.14% | -86,021 |
| HENRY SCHEIN(HSIC) | 127,912 | 139,141 | +11,229 | 9,343,972 | 9,234,788 | 4.19% | -109,184 |
| DOLLAR GENERAL(DG) | 108,089 | 118,491 | +10,402 | 12,363,220 | 12,246,045 | 5.56% | -117,175 |
| AMERICAN EXPRESS(AXP) | 13,430 | 12,331 | -1,099 | 4,283,901 | 4,095,865 | 1.86% | -188,036 |
| CIGNA(CI) | 55,505 | 60,144 | +4,639 | 18,348,843 | 17,327,861 | 7.87% | -1,020,982 |
| CARMAX(KMX) | 140,827 | 177,870 | +37,043 | 9,464,983 | 7,981,027 | 3.62% | -1,483,956 |
| CHARTER COMMUNICATIONS(CHTR) | 34,137 | 38,685 | +4,548 | 13,955,547 | 10,642,437 | 4.83% | -3,313,110 |