BANYAN CAPITAL MANAGEMENT, INC. — 13F holdings

BANYAN CAPITAL MANAGEMENT, INC. reported 55 holdings worth $230M in its 13F filing for Q2 2026, filed August 3, 2026.

Largest positions

1. MKL MARKEL GROUP INC — $20.9M (9.1%)
2. BRK.B BERKSHIRE HATHAWAY INC DEL — $20.4M (8.9%)
3. CI THE CIGNA GROUP — $16.6M (7.2%)
4. PHIN PHINIA INC — $15.6M (6.8%)
5. PH PARKER-HANNIFIN CORP — $13.9M (6.0%)
6. DG DOLLAR GEN CORP NEW — $13.1M (5.7%)
7. VNT VONTIER CORPORATION — $12.5M (5.4%)
8. AAPL APPLE INC — $11.7M (5.1%)
9. LH LABCORP HOLDINGS INC — $10.8M (4.7%)
10. KMX CARMAX INC — $8.95M (3.9%)