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 WTKWY
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,840,478 | 77,925 | Shares | Sole | 2026-05-01 | |
| No 13F history on record for this holder in this stock. | ||||||