BANYAN CAPITAL MANAGEMENT, INC.
ATLANTA GA · SEC CIK 0000846600
$2.30亿2026Q2 申报市值
55持仓数
62.8%前十大占比 · 第一大 9.1%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CHTR 加仓+$163.81万
WOLTERS KLUWER N 加仓+$152.87万
FISV 加仓+$87.73万
ROP 加仓+$57.02万
BRK/B 加仓+$19.62万
2026Q2 卖出最多 按季末市值估算
PHIN 减仓-$543.28万
LIBERTY BROADBAN 减仓-$179.48万
PH 减仓-$136.45万
MKL 减仓-$68.75万
CI 减仓-$66.38万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MKL | MARKEL | $2,089.92万 | 9.08% | 10,701 | -352 | -3.2% | -$68.75万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY B | $2,044.24万 | 8.88% | 40,853 | 392 | 1.0% | $19.62万 | 加仓 |
| CI | CIGNA | $1,658.16万 | 7.21% | 60,148 | -2,408 | -3.8% | -$66.38万 | 减仓 |
| PHIN | PHINIA | $1,561.46万 | 6.79% | 189,567 | -65,956 | -25.8% | -$543.28万 | 减仓 |
| PH | PARKER HANNIFIN | $1,387.37万 | 6.03% | 14,184 | -1,395 | -9.0% | -$136.45万 | 减仓 |
| DG | DOLLAR GENERAL | $1,314.12万 | 5.71% | 114,162 | -2,306 | -2.0% | -$26.54万 | 减仓 |
| VNT | VONTIER | $1,252.40万 | 5.44% | 431,861 | -1,730 | -0.4% | -$5.02万 | 减仓 |
| AAPL | APPLE | $1,174.34万 | 5.10% | 40,584 | -1,047 | -2.5% | -$30.30万 | 减仓 |
| LH | LABCORP HOLDINGS | $1,078.92万 | 4.69% | 38,533 | -555 | -1.4% | -$15.54万 | 减仓 |
| KMX | CARMAX | $894.97万 | 3.89% | 169,214 | -2,997 | -1.7% | -$15.85万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $788.76万 | 3.43% | 34,282 | -545 | -1.6% | -$12.54万 | 减仓 |
| HKHHF | HEINEKEN HOLDING NV ORD | $780.46万 | 3.39% | 102,354 | -2,830 | -2.7% | -$21.58万 | 减仓 |
| HSIC | HENRY SCHEIN | $762.20万 | 3.31% | 91,259 | -7,623 | -7.7% | -$63.67万 | 减仓 |
| ROP | ROPER TECHNOLOGIES | $672.79万 | 2.92% | 19,882 | 1,685 | 9.3% | $57.02万 | 加仓 |
| — | WOLTERS KLUWER NV | $655.28万 | 2.85% | 101,636 | 23,711 | 30.4% | $152.87万 | 加仓 |
| FISV | FISERV | $545.65万 | 2.37% | 111,244 | 17,886 | 19.2% | $87.73万 | 加仓 |
| ABNB | AIRBNB A | $526.88万 | 2.29% | 36,819 | -2,782 | -7.0% | -$39.81万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS | $516.22万 | 2.24% | 36,300 | 11,519 | 46.5% | $163.81万 | 加仓 |
| BF/B | BROWN-FORMAN B | $497.34万 | 2.16% | 186,621 | -9,663 | -4.9% | -$25.75万 | 减仓 |
| AXP | AMERICAN EXPRESS | $351.07万 | 1.53% | 10,379 | -321 | -3.0% | -$10.86万 | 减仓 |
| DHR | DANAHER | $324.77万 | 1.41% | 17,050 | -1,842 | -9.8% | -$35.09万 | 减仓 |
| AKRE | AKRE FOCUS ETF | $212.31万 | 0.92% | 39,916 | -140 | -0.3% | -$7,447 | 减仓 |
| IBM | IBM | $115.63万 | 0.50% | 4,112 | -75 | -1.8% | -$2.11万 | 减仓 |
| CAT | CATERPILLAR | $95.31万 | 0.41% | 895 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & COMPANY | $89.96万 | 0.39% | 750 | 0 | 0.0% | — | 不变 |
| WMT | WALMART | $88.08万 | 0.38% | 7,777 | -550 | -6.6% | -$6.23万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $86.25万 | 0.37% | 3,396 | -104 | -3.0% | -$2.64万 | 减仓 |
| GWW | GRAINGER W W INC | $80.40万 | 0.35% | 591 | -43 | -6.8% | -$5.85万 | 减仓 |
| MRK | MERCK | $75.06万 | 0.33% | 5,841 | -308 | -5.0% | -$3.96万 | 减仓 |
| ABBV | ABBVIE | $73.45万 | 0.32% | 2,919 | -200 | -6.4% | -$5.03万 | 减仓 |
| TXN | TEXAS INSTRUMENTS | $70.64万 | 0.31% | 2,370 | -150 | -6.0% | -$4.47万 | 减仓 |
| MCD | MCDONALD'S | $66.20万 | 0.29% | 2,449 | -100 | -3.9% | -$2.70万 | 减仓 |
| NEM | NEWMONT CORPORATION | $65.85万 | 0.29% | 7,050 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA | $63.68万 | 0.28% | 7,836 | -145 | -1.8% | -$1.18万 | 减仓 |
| B | BARRICK MINING CORP | $63.54万 | 0.28% | 17,300 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL | $62.59万 | 0.27% | 4,578 | -56 | -1.2% | -$7,656 | 减仓 |
| JPM | JPMORGAN CHASE | $59.25万 | 0.26% | 1,810 | -110 | -5.7% | -$3.60万 | 减仓 |
| CVX | CHEVRON | $59.11万 | 0.26% | 3,566 | -52 | -1.4% | -$8,620 | 减仓 |
| ALL | ALLSTATE CORP | $58.39万 | 0.25% | 2,454 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELECTRIC | $58.05万 | 0.25% | 4,055 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE | $53.54万 | 0.23% | 3,651 | -24 | -0.7% | -$3,519 | 减仓 |
| — | LIBERTY BROADBAND C | $52.92万 | 0.23% | 15,911 | -53,963 | -77.2% | -$179.48万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS | $48.58万 | 0.21% | 4,325 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES ETF | $46.05万 | 0.20% | 1,250 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO | $43.47万 | 0.19% | 3,701 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $42.18万 | 0.18% | 2,495 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US CORE EQUITY ETF | $41.70万 | 0.18% | 9,400 | 4 | 0.0% | $177 | 加仓 |
| RTX | RTX CORP | $39.94万 | 0.17% | 2,105 | -60 | -2.8% | -$1.14万 | 减仓 |
| SHEL | SHELL PLC | $39.55万 | 0.17% | 5,100 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN COMPANY | $35.85万 | 0.16% | 3,746 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA | $32.05万 | 0.14% | 5,625 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY | $31.56万 | 0.14% | 2,493 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC | $30.43万 | 0.13% | 3,500 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN | $27.04万 | 0.12% | 8,457 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO | $23.70万 | 0.10% | 2,673 | 0 | 0.0% | — | 不变 |