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CIK: 0000846600
Total reported value
$230.1M
$230.1M
55 檔
39.2%
During the Q1 2026 filing period, Banyan Capital Management, Inc. (CIK: 0000846600) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $230.1M across 55 reported positions.
In Q1 2026, Banyan Capital Management, Inc. adopted a defensive or profit-taking posture, trimming 24 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MKL | Markel Group Inc | Stock-Financials | 9.12% | -0.04% | -2.10% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.36% | +0.52% | -5.86% | |
| 3 | PHIN | Phinia Inc | Stock-Consumer Disc | 7.54% | -0.75% | -1.68% | |
| 4 | CI | THE Cigna Group | Stock-Healthcare | 7.19% | +0.02% | +4.13% | |
| 5 | VNT | Vontier CORP | Stock-Tech | 6.63% | -1.19% | +0.99% | |
| 6 | PH | Parker Hannifin CORP | Stock-Industrials | 6.01% | +0.02% | -16.57% | |
| 7 | DG | Dollar General CORP | Stock-Consumer Staples | 5.96% | -0.25% | -1.30% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 4.55% | +0.55% | -4.73% | |
| 9 | LH | Labcorp Holdings Inc | Stock-Healthcare | 4.49% | +0.20% | -2.52% | |
| 10 | FDS | Factset Research Systems Inc | Stock-Financials | 3.26% | +0.17% | — | |
| 11 | ✓ | Heineken Holding NV | Stock-Other | 3.21% | +0.18% | -23.53% | |
| 12 | HSIC | Henry Schein Inc | Stock-Healthcare | 3.14% | +0.17% | -27.16% | |
| 13 | KMX | Carmax Inc | Stock-Consumer Disc | 3.09% | +0.80% | +17.75% | |
| 14 | ROP | Roper Technologies Inc | Stock-Tech | 2.77% | +0.15% | — | |
| 15 | WTKWY | Wolters Kluwer Nv-spons Adr | Stock-Other | 2.51% | +0.34% | — | |
| 16 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 2.31% | -0.07% | +8.82% | |
| 17 | FISV | Fiserv Inc | Stock-Other | 2.24% | +0.13% | +3.63% | |
| 18 | BF-B | Brown-forman Corp-class B | Stock-Other | 2.24% | -0.08% | +2.22% | |
| 19 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 2.16% | +0.14% | +1.75% | |
| 20 | DHR | Danaher CORP | Stock-Healthcare | 1.54% | -0.13% | -16.25% | |
| 21 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 1.51% | -1.28% | +0.89% | |
| 22 | AXP | American Express Co | Stock-Financials | 1.39% | +0.14% | -12.66% | |
| 23 | AKRE | Akre Focus ETF | ETF-Other | 0.91% | +0.01% | -1.85% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.45% | -0.07% | -11.67% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 0.44% | +0.06% | -0.69% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | — | -3.53% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.34% | -0.05% | — | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.07% | -11.29% | |
| 29 | NEM | Newmont CORP | Stock-Materials | 0.33% | -0.04% | — | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.32% | -0.06% | -4.74% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.32% | +0.01% | +3.12% | |
| 32 | B | Barrick Mining CORP | Stock-Materials | 0.30% | -0.02% | — | |
| 33 | GWW | Ww Grainger Inc | Stock-Industrials | 0.30% | +0.05% | -7.58% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.30% | +0.09% | — | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.29% | +0.03% | — | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.27% | +0.14% | — | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.26% | +0.02% | +2.58% | |
| 38 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.24% | -0.03% | — | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | +0.02% | — | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.23% | -0.03% | — | |
| 41 | EMR | Emerson Electric Co | Stock-Industrials | 0.23% | +0.02% | — | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.23% | — | -2.03% | |
| 43 | ALL | Allstate CORP | Stock-Financials | 0.22% | +0.03% | — | |
| 44 | TXN | Texas Instruments Inc | Stock-Tech | 0.21% | +0.10% | — | |
| 45 | SHEL | Shell Plc-adr | Stock-Energy | 0.20% | -0.03% | — | |
| 46 | PSX | Phillips 66 | Stock-Energy | 0.20% | -0.02% | — | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.18% | -0.01% | — | |
| 48 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.16% | +0.02% | -7.25% | |
| 49 | SO | Southern Co/the | Stock-Utilities | 0.16% | — | -9.19% | |
| 50 | DUK | Duke Energy CORP | Stock-Utilities | 0.14% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KMX | Carmax Inc | +0.6% | +17.75% | Add |
| 2 | PHIN | Phinia Inc | +0.5% | -1.68% | Trim |
| 3 | CHTR | Charter Communications Inc-a | +0.2% | +8.82% | Add |
| 4 | LH | Labcorp Holdings Inc | +0.1% | -2.52% | Trim |
| 5 | BF-B | Brown-forman Corp-class B | +0.1% | +2.22% | Add |
| 6 | CVX | Chevron CORP | +0.1% | -4.74% | Trim |
| 7 | XOM | Exxon Mobil CORP | +0.1% | -11.29% | Trim |
| 8 | PSX | Phillips 66 | +0.1% | — | Unchanged |
| 9 | LBRDK | Liberty Broadband-c | +0.1% | +0.89% | Add |
| 10 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 11 | MRK | Merck & Co. Inc. | +0.1% | +3.12% | Add |
| 12 | JNJ | Johnson & Johnson | 0% | -3.53% | Trim |
| 13 | SHEL | Shell Plc-adr | 0% | — | Unchanged |
| 14 | OKE | Oneok Inc | 0% | — | Unchanged |
| 15 | KO | Coca-cola Co/the | 0% | +2.58% | Add |
| 16 | NEM | Newmont CORP | 0% | — | Unchanged |
| 17 | WPM | Wheaton Precious Metals CORP | 0% | — | Unchanged |
| 18 | TXN | Texas Instruments Inc | 0% | — | Unchanged |
| 19 | KMI | Kinder Morgan, Inc. | 0% | -0.47% | Trim |
| 20 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 21 | DUK | Duke Energy CORP | 0% | — | Unchanged |
| 22 | RTX | Rtx CORP | 0% | — | Unchanged |
| 23 | CI | THE Cigna Group | — | +4.13% | Add |
| 24 | MCD | Mcdonald's CORP | — | — | Unchanged |
| 25 | EMR | Emerson Electric Co | — | — | Unchanged |
| 26 | PG | Procter & Gamble Co/the | — | -2.03% | Trim |
| 27 | ALL | Allstate CORP | — | — | Unchanged |
| 28 | SO | Southern Co/the | — | -9.19% | Trim |
| 29 | GWW | Ww Grainger Inc | — | -7.58% | Trim |
| 30 | DFAC | Dimensional US Core Equity 2 | 0% | -7.25% | Trim |
| 31 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 32 | WMT | Walmart Inc | 0% | -11.67% | Trim |
| 33 | CSCO | Cisco Systems Inc | 0% | -2.09% | Trim |
| 34 | VLTO | Veralto CORP | 0% | -3.08% | Trim |
| 35 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 36 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 37 | B | Barrick Mining CORP | 0% | — | Unchanged |
| 38 | LLY | Eli Lilly & Co | -0.1% | — | Unchanged |
| 39 | IBM | Intl Business Machines CORP | -0.1% | -0.69% | Trim |
| 40 | ABNB | Airbnb Inc-class A | -0.2% | +1.75% | Add |
| 41 | AKRE | Akre Focus ETF | -0.3% | -1.85% | Trim |
| 42 | VNT | Vontier CORP | -0.3% | +0.99% | Add |
| 43 | FISV | Fiserv Inc | -0.4% | +3.63% | Add |
| 44 | AXP | American Express Co | -0.6% | -12.66% | Trim |
| 45 | AAPL | Apple Inc | -0.6% | -4.73% | Trim |
| 46 | DHR | Danaher CORP | -0.7% | -16.25% | Trim |
| 47 | DG | Dollar General CORP | -0.9% | -1.30% | Trim |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -1% | -5.86% | Trim |
| 49 | PH | Parker Hannifin CORP | -1.1% | -16.57% | Trim |
| 50 | ✓ | Heineken Holding NV | -1.2% | -23.53% | Trim |
According to official SEC Form 13F filings, Banyan Capital Management, Inc. reported a total U.S. public equity portfolio value of $230.1M across 55 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MKL, BRK-B, PHIN) accounted for 39.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
FDS
市值: $7.6M
Top Position Liquidated / Trimmed
MMM
前期市值: $367.8K
During Q1 2026, Banyan Capital Management, Inc.'s top holdings by market value included MKL (9.1%)、BRK-B (8.4%)、PHIN (7.5%). The largest single position, MKL, represented 9.1% of total portfolio value.
In Q1 2026, Banyan Capital Management, Inc. made 40 total portfolio adjustments, initiating 3 new buys, adding to 10 positions, trimming 24 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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