BANYAN CAPITAL MANAGEMENT, INC.
ATLANTA GA · SEC CIK 0000846600
$2.32亿2026Q1 申报市值
55持仓数
63.1%前十大占比 · 第一大 9.1%
3 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FDS 新建仓+$755.71万
ROP 新建仓+$643.92万
WOLTERS KLUWER N 新建仓+$581.80万
KMX 加仓+$107.95万
CI 加仓+$66.21万
2026Q1 卖出最多 按季末市值估算
PH 减仓-$277.08万
HSIC 减仓-$271.77万
HKHHF 减仓-$229.44万
BRK/B 减仓-$120.71万
DHR 减仓-$69.51万
2026Q1 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 | $2,115.62万 | 9.12% | 11,053 | -237 | -2.1% | -$45.36万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY B | $1,938.89万 | 8.36% | 40,461 | -2,519 | -5.9% | -$120.71万 | 减仓 |
| PHIN | PHINIA | $1,748.80万 | 7.54% | 255,523 | -4,379 | -1.7% | -$29.97万 | 减仓 |
| CI | CIGNA | $1,668.68万 | 7.19% | 62,556 | 2,482 | 4.1% | $66.21万 | 加仓 |
| VNT | VONTIER | $1,537.95万 | 6.63% | 433,591 | 4,245 | 1.0% | $15.06万 | 加仓 |
| PH | PARKER HANNIFIN | $1,394.69万 | 6.01% | 15,579 | -3,095 | -16.6% | -$277.08万 | 减仓 |
| DG | DOLLAR GENERAL | $1,382.82万 | 5.96% | 116,468 | -1,535 | -1.3% | -$18.23万 | 减仓 |
| AAPL | APPLE | $1,056.55万 | 4.55% | 41,631 | -2,067 | -4.7% | -$52.46万 | 减仓 |
| LH | LABCORP HOLDINGS | $1,042.91万 | 4.49% | 39,088 | -1,009 | -2.5% | -$26.92万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $755.71万 | 3.26% | 34,827 | 34,827 | — | $755.71万 | 新建仓 |
| HKHHF | HEINEKEN HOLDING NV ORD | $745.59万 | 3.21% | 105,184 | -32,369 | -23.5% | -$229.44万 | 减仓 |
| HSIC | HENRY SCHEIN | $728.76万 | 3.14% | 98,882 | -36,875 | -27.2% | -$271.77万 | 减仓 |
| KMX | CARMAX | $716.05万 | 3.09% | 172,211 | 25,963 | 17.8% | $107.95万 | 加仓 |
| ROP | ROPER TECHNOLOGIES | $643.92万 | 2.77% | 18,197 | 18,197 | — | $643.92万 | 新建仓 |
| — | WOLTERS KLUWER NV | $581.80万 | 2.51% | 77,925 | 77,925 | — | $581.80万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS | $534.97万 | 2.31% | 24,781 | 2,009 | 8.8% | $43.37万 | 加仓 |
| FISV | FISERV | $520.94万 | 2.24% | 93,358 | 3,274 | 3.6% | $18.27万 | 加仓 |
| BF/B | BROWN-FORMAN B | $518.97万 | 2.24% | 196,284 | 4,270 | 2.2% | $11.29万 | 加仓 |
| ABNB | AIRBNB A | $500.08万 | 2.16% | 39,601 | 682 | 1.8% | $8.61万 | 加仓 |
| DHR | DANAHER | $358.19万 | 1.54% | 18,892 | -3,666 | -16.3% | -$69.51万 | 减仓 |
| — | LIBERTY BROADBAND C | $351.47万 | 1.51% | 69,874 | 613 | 0.9% | $3.08万 | 加仓 |
| AXP | AMERICAN EXPRESS | $323.65万 | 1.39% | 10,700 | -1,551 | -12.7% | -$46.91万 | 减仓 |
| AKRE | AKRE FOCUS ETF | $211.70万 | 0.91% | 40,056 | -757 | -1.9% | -$4.00万 | 减仓 |
| WMT | WALMART | $103.49万 | 0.45% | 8,327 | -1,100 | -11.7% | -$13.67万 | 减仓 |
| IBM | IBM | $101.49万 | 0.44% | 4,187 | -29 | -0.7% | -$7,029 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $85.55万 | 0.37% | 3,500 | -128 | -3.5% | -$3.13万 | 减仓 |
| MCD | MCDONALD'S | $79.22万 | 0.34% | 2,549 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL | $78.62万 | 0.34% | 4,634 | -590 | -11.3% | -$10.01万 | 减仓 |
| NEM | NEWMONT CORPORATION | $76.32万 | 0.33% | 7,050 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON | $74.86万 | 0.32% | 3,618 | -180 | -4.7% | -$3.72万 | 减仓 |
| MRK | MERCK | $73.97万 | 0.32% | 6,149 | 186 | 3.1% | $2.24万 | 加仓 |
| B | BARRICK MINING CORP | $70.57万 | 0.30% | 17,300 | 0 | 0.0% | — | 不变 |
| GWW | GRAINGER W W INC | $69.16万 | 0.30% | 634 | -52 | -7.6% | -$5.67万 | 减仓 |
| LLY | ELI LILLY & COMPANY | $68.98万 | 0.30% | 750 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE | $67.84万 | 0.29% | 3,119 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR | $63.41万 | 0.27% | 895 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA | $60.70万 | 0.26% | 7,981 | 201 | 2.6% | $1.53万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS | $56.66万 | 0.24% | 4,325 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE | $56.48万 | 0.24% | 1,920 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES ETF | $53.79万 | 0.23% | 1,250 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELECTRIC | $53.13万 | 0.23% | 4,055 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE | $53.08万 | 0.23% | 3,675 | -76 | -2.0% | -$1.10万 | 减仓 |
| ALL | ALLSTATE CORP | $50.88万 | 0.22% | 2,454 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS | $48.92万 | 0.21% | 2,520 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $47.43万 | 0.20% | 5,100 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $45.45万 | 0.20% | 2,495 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $41.76万 | 0.18% | 2,165 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US CORE EQUITY ETF | $36.51万 | 0.16% | 9,396 | -734 | -7.2% | -$2.85万 | 减仓 |
| SO | SOUTHERN COMPANY | $36.16万 | 0.16% | 3,746 | -379 | -9.2% | -$3.66万 | 减仓 |
| DUK | DUKE ENERGY | $32.64万 | 0.14% | 2,493 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC | $31.64万 | 0.14% | 3,500 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO | $28.72万 | 0.12% | 3,701 | -79 | -2.1% | -$6,130 | 减仓 |
| KMI | KINDER MORGAN | $28.36万 | 0.12% | 8,457 | -40 | -0.5% | -$1,341 | 减仓 |
| BAC | BANK OF AMERICA | $27.42万 | 0.12% | 5,625 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO | $23.63万 | 0.10% | 2,673 | -85 | -3.1% | -$7,516 | 减仓 |
| MMM | 3M COMPANY | $0 | 0.00% | 0 | -2,297 | -100.0% | -$36.77万 | 清仓 |
| MET | METLIFE | $0 | 0.00% | 0 | -4,645 | -100.0% | -$36.67万 | 清仓 |
| MSFT | MICROSOFT | $0 | 0.00% | 0 | -625 | -100.0% | -$30.23万 | 清仓 |