Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BANYAN CAPITAL MANAGEMENT, INC. (CIK 846600) reported $232.1M across 55 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MKL ($21.2M, 9.12%), BRK/B ($19.4M, 8.36%), PHIN ($17.5M, 7.54%), CI ($16.7M, 7.19%), VNT ($15.4M, 6.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MKL | MARKEL | $21.2M | 9.12% | 11,053 | Trimmed |
| 2 | BRK/B | BERKSHIRE HATHAWAY B | $19.4M | 8.36% | 40,461 | Trimmed |
| 3 | PHIN | PHINIA | $17.5M | 7.54% | 255,523 | Trimmed |
| 4 | CI | CIGNA | $16.7M | 7.19% | 62,556 | Added |
| 5 | VNT | VONTIER | $15.4M | 6.63% | 433,591 | Added |
| 6 | PH | PARKER HANNIFIN | $13.9M | 6.01% | 15,579 | Trimmed |
| 7 | DG | DOLLAR GENERAL | $13.8M | 5.96% | 116,468 | Trimmed |
| 8 | AAPL | APPLE | $10.6M | 4.55% | 41,631 | Trimmed |
| 9 | LH | LABCORP HOLDINGS | $10.4M | 4.49% | 39,088 | Trimmed |
| 10 | FDS | FACTSET RESH SYS INC | $7.6M | 3.26% | 34,827 | New |
| 11 | HKHHF | HEINEKEN HOLDING NV ORD | $7.5M | 3.21% | 105,184 | Trimmed |
| 12 | HSIC | HENRY SCHEIN | $7.3M | 3.14% | 98,882 | Trimmed |
| 13 | KMX | CARMAX | $7.2M | 3.09% | 172,211 | Added |
| 14 | ROP | ROPER TECHNOLOGIES | $6.4M | 2.77% | 18,197 | New |
| 15 | WTKWY | WOLTERS KLUWER NV | $5.8M | 2.51% | 77,925 | New |
| 16 | CHTR | CHARTER COMMUNICATIONS | $5.3M | 2.31% | 24,781 | Added |
| 17 | FISV | FISERV | $5.2M | 2.24% | 93,358 | Added |
| 18 | BF/B | BROWN-FORMAN B | $5.2M | 2.24% | 196,284 | Added |
| 19 | ABNB | AIRBNB A | $5.0M | 2.16% | 39,601 | Added |
| 20 | DHR | DANAHER | $3.6M | 1.54% | 18,892 | Trimmed |
| 21 | LBRDK | LIBERTY BROADBAND C | $3.5M | 1.51% | 69,874 | Added |
| 22 | AXP | AMERICAN EXPRESS | $3.2M | 1.39% | 10,700 | Trimmed |
| 23 | MZLSX | AKRE FOCUS ETF | $2.1M | 0.91% | 40,056 | Trimmed |
| 24 | WMT | WALMART | $1.0M | 0.45% | 8,327 | Trimmed |
| 25 | IBM | IBM | $1.0M | 0.44% | 4,187 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31