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CIK: 0000846600
Total reported value
$230.1M
$230.1M
19 檔
39.6%
The Q2 2025 SEC filing reveals that Banyan Capital Management, Inc. held a total portfolio value of $230.1M, covering 19 public equity positions.
During Q2 2025, Banyan Capital Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MKL | Markel Group Inc | Stock-Financials | 11.08% | -0.04% | +1.71% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 10.82% | +0.52% | +0.70% | |
| 3 | CI | THE Cigna Group | Stock-Healthcare | 9.44% | +0.02% | +2.01% | |
| 4 | VNT | Vontier CORP | Stock-Tech | 7.97% | -1.19% | +3.59% | |
| 5 | PH | Parker Hannifin CORP | Stock-Industrials | 7.56% | +0.02% | -1.37% | |
| 6 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 7.18% | -0.07% | +4.53% | |
| 7 | DG | Dollar General CORP | Stock-Consumer Staples | 6.36% | -0.25% | +3.82% | |
| 8 | PHIN | Phinia Inc | Stock-Consumer Disc | 5.78% | -0.75% | +4.28% | |
| 9 | LH | Labcorp Holdings Inc | Stock-Healthcare | 5.28% | +0.20% | +2.42% | |
| 10 | ✓ | Heineken Holding NV | Stock-Other | 4.87% | +0.18% | +6.38% | |
| 11 | KMX | Carmax Inc | Stock-Consumer Disc | 4.87% | +0.80% | +6.41% | |
| 12 | HSIC | Henry Schein Inc | Stock-Healthcare | 4.80% | +0.17% | +7.45% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 4.41% | +0.55% | -1.95% | |
| 14 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 2.47% | +0.14% | — | |
| 15 | DHR | Danaher CORP | Stock-Healthcare | 2.33% | -0.13% | -0.82% | |
| 16 | BF-B | Brown-forman Corp-class B | Stock-Other | 2.28% | -0.08% | — | |
| 17 | AXP | American Express Co | Stock-Financials | 2.20% | +0.14% | -55.45% | |
| 18 | VLTO | Veralto CORP | Stock-Industrials | 0.15% | — | -11.93% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 0.14% | -0.07% | — |
According to official SEC Form 13F filings, Banyan Capital Management, Inc. reported a total U.S. public equity portfolio value of $230.1M across 19 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MKL, BRK-B, CI) accounted for 39.6% of total reported equity market value during Q2 2025.
During Q2 2025, Banyan Capital Management, Inc.'s top holdings by market value included MKL (11.1%)、BRK-B (10.8%)、CI (9.4%). The largest single position, MKL, represented 11.1% of total portfolio value.
In Q2 2025, Banyan Capital Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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