BANYAN CAPTIAL MANAGEMENT, INC.

RIA/Wealth

BANYAN CAPTIAL MANAGEMENT, INC. is a RIA/Wealth based in Atlanta, GA led by Drew Douglas Estes, reporting $220.3M in AUM as of Q3 2025 with 74% concentrated in top 10 holdings.

PresidentDrew Douglas Estes

Portfolio Value: $210.7M
Positions: 55
Top Holding: BRK.B at 10.45%
Last Reported: Q3 2025

Address2100 Riveredge Parkway, Suite 1030, Atlanta, GA, 30328, United States

Top Holdings

Largest long holdings in BANYAN CAPTIAL MANAGEMENT, INC.'s portfolio (73.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$22.0M	10.45%	+$245.8K Bought	0.00% 43.8K shares	Q4 2019 Held for 5y 11m
2 Markel MKL	Insurance - Property & Casualty Financial Services	$21.7M	10.30%	+$1.1M Bought	0.09% 11.4K shares	Q4 2018 Held for 6y 11m
3 Vontier VNT	Hardware, Equipment & Parts Technology	$18.1M	8.59%	+$462.9K Bought	0.29% 431.1K shares	Q4 2020 Held for 4y 11m
4 Cigna CI	Medical - Healthcare Plans Healthcare	$17.3M	8.22%	+$1.3M Bought	0.02% 60.1K shares	Q4 2018 Held for 6y 11m
5 Parker-Hannifin PH	Industrial - Machinery Industrials	$15.6M	7.42%	-$323.7K Sold	0.02% 20.6K shares	Q4 2018 Held for 6y 11m
6 Phinia PHIN	Auto - Parts Consumer Cyclical	$15.0M	7.12%	+$469.2K Bought	0.67% 261.0K shares	Q3 2023 Held for 2y 2m
7 Dollar General DG	Discount Stores Consumer Defensive	$12.2M	5.81%	+$1.1M Bought	0.05% 118.5K shares	Q4 2024 Held for 11 months
8 Labcorp Holdings LH	Medical - Diagnostics & Research Healthcare	$11.6M	5.50%	+$356.2K Bought	0.05% 40.4K shares	Q4 2018 Held for 6y 11m
9 Apple AAPL	Consumer Electronics Technology	$11.3M	5.38%	+$690.6K Bought	0.00% 44.5K shares	Q4 2018 Held for 6y 11m
10 Charter Communications, Inc. CHTR	Telecommunications Services Communication Services	$10.6M	5.05%	+$1.3M Bought	0.03% 38.7K shares	Q4 2018 Held for 6y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in BANYAN CAPTIAL MANAGEMENT, INC.'s latest filing

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Market Value

$210.7M

Prior: $185.0M

Q/Q Change

+13.91%

+$25.7M

Net Flows % of MV

+11.43%

Turnover Ratio

7.09%

New Purchases

29 stocks

$13.6M

Added To

14 stocks

+$11.2M

Sold Out Of

0 stocks

Reduced Holdings

3 stocks

-$698.3K

Increased Positions

Position	Shares Δ	Change
1 McDonald's MCD	New	0 → 2.5K +$774.6K
2 AbbVie ABBV	New	0 → 3.1K +$722.2K
3 Nvidia NVDA	New	0 → 3.8K +$700.4K
4 Chevron CVX	New	0 → 4.3K +$667.4K
5 W.W. Grainger GWW	New	0 → 695.0 +$662.3K