Investor Details
| Filer Name: | BANYAN CAPITAL MANAGEMENT, INC. |
|---|---|
| CIK: | 846600 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-03 |
| Number of Holdings: | 16 |
| Portfolio Value: | $0.17B |
Banyan Capital Management, Inc. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| BRK/B | US | BERKSHIRE HATHAWAY INC-CL B | 43,687 | $20M | 11.88% | -2.3% | - |
| MKL | US | MARKEL GROUP INC | 10,692 | $18M | 11.07% | -0.3% | - |
| CI | US | THE CIGNA GROUP | 53,690 | $15M | 8.89% | 0.9% | - |
| VNT | US | VONTIER CORP | 403,190 | $15M | 8.82% | - | - |
| PH | US | PARKER HANNIFIN CORP | 22,102 | $14M | 8.43% | -6.6% | - |
| PHIN | US | PHINIA INC | 238,351 | $11M | 6.89% | -1.4% | - |
| CHTR | US | CHARTER COMMUNICATIONS INC-A | 32,242 | $11M | 6.63% | - | - |
| AAPL | US | APPLE INC | 43,833 | $11M | 6.58% | -2.3% | - |
| KMX | US | CARMAX INC | 130,639 | $11M | 6.41% | 0.0% | - |
| AXP | US | AMERICAN EXPRESS CO | 33,170 | $10M | 5.91% | -5.1% | - |
| LH | US | LABCORP HOLDINGS INC | 38,094 | $9M | 5.24% | 0.0% | - |
| HSIC | US | HENRY SCHEIN INC | 102,722 | $7M | 4.26% | -19.4% | - |
| DHR | US | DANAHER CORP | 23,263 | $5M | 3.20% | -1.1% | - |
| DG | US | DOLLAR GENERAL CORP | 68,105 | $5M | 3.10% | 100.0% | - |
| HKHHF | US | HEINEKEN HOLDING NV | 69,006 | $4M | 2.48% | 5.4% | - |
| VLTO | US | VERALTO CORP | 3,341 | $0M | 0.20% | - | - |