BANYAN CAPITAL MANAGEMENT, INC.
Top Portfolio Positions
50 positions ·
$213,435,551 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MKL |
Markel Group Inc.
Financial Services
|
11,053 | $21,156,214 | 9.91% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
40,461 | $19,388,911 | 9.08% | |
| PHIN |
Phinia Inc.
Consumer Cyclical
|
255,523 | $17,487,994 | 8.19% | |
| CI |
Cigna Group
Healthcare
|
62,556 | $16,686,813 | 7.82% | |
| VNT |
Vontier Corp
Technology
|
433,591 | $15,379,472 | 7.21% | |
| PH |
Parker-Hannifin Corp
Industrials
|
15,579 | $13,946,943 | 6.53% | |
| DG |
Dollar General Corp
Consumer Defensive
|
116,468 | $13,828,245 | 6.48% | |
| AAPL |
Apple Inc.
Technology
|
41,631 | $10,565,531 | 4.95% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
39,088 | $10,429,069 | 4.89% | |
| FDS |
Factset Research Systems Inc
Financial Services
|
34,827 | $7,557,110 | 3.54% |
Portfolio Trend
25 quarters · across all stocks
Holdings in VNT
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,379,472 | 433,591 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $15,963,084 | 429,346 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $18,091,378 | 431,055 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $15,498,922 | 420,025 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $13,319,295 | 405,458 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $14,704,339 | 403,190 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $13,603,630 | 403,190 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $15,045,261 | 393,855 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $18,165,001 | 400,463 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $13,844,806 | 400,718 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $12,356,188 | 399,618 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $12,993,224 | 403,391 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $11,007,794 | 402,626 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,772,747 | 402,108 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $6,765,260 | 404,863 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,840,256 | 341,029 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $8,673,757 | 341,621 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,546,366 | 245,570 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,380,038 | 219,644 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $6,777,715 | 208,033 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $6,313,656 | 208,578 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $5,690,224 | 170,366 | Shares | Sole | 2021-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||