StockDriftsStockDriftsTop 50 Banyan Capital Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MKL | MARKEL | 9.12% | 11.1K | $21.2M | -2.10%(-237) | $1104.08(+64.90%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY B | 8.36% | 40.5K | $19.4M | -5.86%(-2.52K) | $209.26(+132.01%) | 2026-03-31 | |
| PHIN | PHINIA | 7.54% | 255.5K | $17.5M | -1.68%(-4.38K) | $30.71(+157.49%) | 2026-03-31 | |
| CI | CIGNA | 7.19% | 62.6K | $16.7M | +4.13%(+2.48K) | $192.54(+56.18%) | 2026-03-31 | |
| VNT | VONTIER | 6.63% | 433.6K | $15.4M | +0.99%(+4.25K) | $29.95(-3.10%) | 2026-03-31 | |
| PH | PARKER HANNIFIN | 6.01% | 15.6K | $13.9M | -16.57%(-3.10K) | $162.11(+444.31%) | 2026-03-31 | |
| DG | DOLLAR GENERAL | 5.96% | 116.5K | $13.8M | -1.30%(-1.53K) | $83.90(+21.28%) | 2026-03-31 | |
| AAPL | APPLE | 4.55% | 41.6K | $10.6M | -4.73%(-2.07K) | $56.25(+431.30%) | 2026-03-31 | |
| LH | LABCORP HOLDINGS | 4.49% | 39.1K | $10.4M | -2.52%(-1.01K) | $140.69(+80.83%) | 2026-03-31 | |
| FDS | FACTSET RESH SYS INC | 3.26% | 34.8K | $7.6M | new | $253.59(-20.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.76% | +35.87% |
| Top 20 Holdings Unweighted | +8.08% | +26.24% |
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