BANYAN CAPITAL MANAGEMENT, INC.

CIK
846600
City
ATLANTA
State / Country
GA

Top Portfolio Positions

49 positions · $194,046,640 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
MKL
Markel Group Inc.
Financial Services
11,053 $21,156,214 10.90%
PHIN
Phinia Inc.
Consumer Cyclical
255,523 $17,487,994 9.01%
CI
Cigna Group
Healthcare
62,556 $16,686,813 8.60%
VNT
Vontier Corp
Technology
433,591 $15,379,472 7.93%
PH
Parker-Hannifin Corp
Industrials
15,579 $13,946,943 7.19%
DG
Dollar General Corp
Consumer Defensive
116,468 $13,828,245 7.13%
AAPL
Apple Inc.
Technology
41,631 $10,565,531 5.44%
LH
Labcorp Holdings Inc.
Healthcare
39,088 $10,429,069 5.37%
FDS
Factset Research Systems Inc
Financial Services
34,827 $7,557,110 3.89%
HSIC
Henry Schein Inc
Healthcare
98,882 $7,287,603 3.76%

Holdings in PHIN

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Report Date Value (USD) Shares
2026-03-31 $17,487,994 255,523