CIK: 0000846600
Total reported value
$232.1M
Reporting period: 2026-03-31 · Number of holdings: 55
BANYAN CAPITAL MANAGEMENT, INC. disclosed 55 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $232.1M and a quarterly turnover rate of 21.1%.
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Banyan Capital Management, INC.'s disclosed holdings carry a Herfindahl concentration index of 0.050 — mathematically equivalent to about 20 equally-sized positions, well below its 55 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.34), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim MKL
-2.1% -$3.1M
Trim HSIC
-27.2% -$3.0M
Trim N39338194
-23.5% -$2.6M
Trim PH
-16.6% -$2.5M
Trim BRK-B
-5.9% -$2.2M
Trim DG
-1.3% -$1.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MKL | Markel Group INC | Stock-Financials | 9.12% | -1.43% | -2.10% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.36% | -1.03% | -5.86% | |
| 3 | PHIN | Phinia INC | Stock-Consumer Disc | 7.54% | +0.46% | -1.68% | |
| 4 | CI | THE Cigna Group | Stock-Healthcare | 7.19% | — | +4.13% | |
| 5 | VNT | Vontier CORP | Stock-Tech | 6.63% | -0.31% | +0.99% | |
| 6 | PH | Parker Hannifin CORP | Stock-Industrials | 6.01% | -1.12% | -16.57% | |
| 7 | DG | Dollar General CORP | Stock-Consumer Staples | 5.96% | -0.85% | -1.30% | |
| 8 | AAPL | Apple INC | Stock-Tech | 4.55% | -0.61% | -4.73% | |
| 9 | LH | Labcorp Holdings INC | Stock-Healthcare | 4.49% | +0.12% | -2.52% | |
| 10 | FDS | Factset Research Systems INC | Stock-Financials | 3.26% | +3.26% | NEW | |
| 11 | ✓ | Stock-Other | 3.21% | -1.17% | -23.53% | ||
| 12 | HSIC | Henry Schein INC | Stock-Healthcare | 3.14% | -1.32% | -27.16% | |
| 13 | KMX | Carmax INC | Stock-Consumer Disc | 3.09% | +0.63% | +17.75% | |
| 14 | ROP | Roper Technologies INC | Stock-Tech | 2.77% | +2.77% | NEW | |
| 15 | WTKWY | Wolters Kluwer Nv-spons Adr | Stock-Other | 2.51% | +2.51% | NEW | |
| 16 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 2.31% | +0.24% | +8.82% | |
| 17 | FISV | Fiserv INC | Stock-Other | 2.24% | -0.39% | +3.63% | |
| 18 | BF-B | Brown-forman Corp-class B | Stock-Other | 2.24% | +0.07% | +2.22% | |
| 19 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 2.16% | -0.15% | +1.75% | |
| 20 | DHR | Danaher CORP | Stock-Healthcare | 1.54% | -0.70% | -16.25% | |
| 21 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 1.51% | +0.05% | +0.89% | |
| 22 | AXP | American Express Co | Stock-Financials | 1.39% | -0.58% | -12.66% | |
| 23 | AKRE | Akre Focus ETF | ETF-Other | 0.91% | -0.25% | -1.85% | |
| 24 | WMT | Walmart INC | Stock-Consumer Staples | 0.45% | — | -11.67% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 0.44% | -0.10% | -0.69% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | +0.04% | -3.53% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.34% | — | — | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | +0.07% | -11.29% | |
| 29 | NEM | Newmont CORP | Stock-Materials | 0.33% | +0.02% | — | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.32% | +0.07% | -4.74% | |
| 31 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.32% | +0.05% | +3.12% | |
| 32 | B | Barrick Mining CORP | Stock-Materials | 0.30% | -0.03% | — | |
| 33 | GWW | Ww Grainger INC | Stock-Industrials | 0.30% | — | -7.58% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.30% | -0.05% | — | |
| 35 | ABBV | Abbvie INC | Stock-Healthcare | 0.29% | -0.02% | — | |
| 36 | CAT | Caterpillar INC | Stock-Industrials | 0.27% | +0.05% | — | |
| 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% | +0.02% | — | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | -0.03% | — | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.23% | +0.01% | — | |
| 41 | EMR | Emerson Electric Co | Stock-Industrials | 0.23% | — | — | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.23% | — | -2.03% | |
| 43 | ALL | Allstate CORP | Stock-Financials | 0.22% | — | — | |
| 44 | TXN | Texas Instruments INC | Stock-Tech | 0.21% | +0.02% | — | |
| 45 | SHEL | Shell Plc-adr | Stock-Energy | 0.20% | +0.04% | — | |
| 46 | PSX | Phillips 66 | Stock-Energy | 0.20% | +0.06% | — | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.18% | +0.01% | — | |
| 48 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.16% | -0.01% | -7.25% | |
| 49 | SO | Southern Co/the | Stock-Utilities | 0.16% | — | -9.19% | |
| 50 | DUK | Duke Energy CORP | Stock-Utilities | 0.14% | +0.01% | — |
Performance for Q3 2026
+5.5%
Performance Last 4 Quarters
+10.8%
Based on 80% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 55 | $232.1M | 21 | |
| 2025-12-31 | 55 | $230.1M | 18 | |
| 2025-09-30 | 56 | $220.2M | 30 | |
| 2025-06-30 | 19 | $194.5M | 0 | |
| 2025-03-31 | 16 | $177.1M | 100 | |
| 2024-12-31 | 16 | $166.7M | 0 | |
| 2024-09-30 | 16 | $172.6M | 0 | |
| 2024-06-30 | 18 | $165.5M | 0 | |
| 2024-03-31 | 20 | $176.4M | 0 | |
| 2023-12-31 | 20 | $163.0M | 0 | |
| 2023-09-30 | 19 | $153.9M | 0 | |
| 2023-06-30 | 16 | $151.2M | 0 | |
| 2023-03-31 | 16 | $137.2M | 0 | |
| 2022-12-31 | 16 | $134.6M | 0 | |
| 2022-09-30 | 18 | $134.4M | 0 | |
| 2022-06-30 | 18 | $148.3M | 0 | |
| 2022-03-31 | 19 | $171.5M | 0 | |
| 2021-12-31 | 20 | $173.2M | 0 | |
| 2021-09-30 | 19 | $157.1M | 0 | |
| 2021-06-30 | 20 | $160.7M | 100 | |
| 2021-03-31 | 20 | $151.0M | 24 | |
| 2020-12-31 | 20 | $138.8M | 17 | |
| 2020-09-30 | 18 | $119.9M | 13 | |
| 2020-06-30 | 18 | $108.6M | 18 | |
| 2020-03-31 | 19 | $94.2M | 32 | |
| 2019-12-31 | 19 | $114.7M | 12 | |
| 2019-09-30 | 19 | $105.5M | 8 | |
| 2019-06-30 | 20 | $106.6M | 18 | |
| 2019-03-31 | 21 | $98.0M | 100 | |
| 2018-12-31 | 59 | $255.8M | — |
Banyan Capital Management, INC.'s most significant position changes for 2026-03-31: New buy: Factset Research Systems INC (FDS); New buy: Roper Technologies INC (ROP); New buy: Wolters Kluwer Nv-spons Adr (WTKWY); Sold out: 3m Co (MMM); Sold out: Metlife INC (MET).
| # | 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 | DFAC | Dimensional US Core Equity 2 | 0% | -7.25% | Trim |
| 25 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 26 | VLTO | Veralto CORP | 0% | -3.08% | Trim |
| 27 | ABBV | Abbvie INC | 0% | — | Unchanged |
| 28 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 29 | B | Barrick Mining CORP | 0% | — | Unchanged |
| 30 | LLY | Eli Lilly & Co | -0.1% | — | Unchanged |
| 31 | IBM | Intl Business Machines CORP | -0.1% | -0.69% | Trim |
| 32 | ABNB | Airbnb Inc-class A | -0.2% | +1.75% | Add |
| 33 | AKRE | Akre Focus ETF | -0.3% | -1.85% | Trim |
| 34 | VNT | Vontier CORP | -0.3% | +0.99% | Add |
| 35 | FISV | Fiserv INC | -0.4% | +3.63% | Add |
| 36 | AXP | American Express Co | -0.6% | -12.66% | Trim |
| 37 | AAPL | Apple INC | -0.6% | -4.73% | Trim |
| 38 | DHR | Danaher CORP | -0.7% | -16.25% | Trim |
| 39 | DG | Dollar General CORP | -0.9% | -1.30% | Trim |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -1% | -5.86% | Trim |
| 41 | PH | Parker Hannifin CORP | -1.1% | -16.57% | Trim |
| 42 | ✓ | -1.2% | -23.53% | Trim | |
| 43 | HSIC | Henry Schein INC | -1.3% | -27.16% | Trim |
| 44 | MKL | Markel Group INC | -1.4% | -2.10% | Trim |
| 45 | FDS | Factset Research Systems INC | — | NEW | New buy |
| 46 | ROP | Roper Technologies INC | — | NEW | New buy |
| 47 | WTKWY | Wolters Kluwer Nv-spons Adr | — | NEW | New buy |
| 48 | MMM | 3m Co | — | EXIT | Sold out |
| 49 | MET | Metlife INC | — | EXIT | Sold out |
| 50 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-01 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-02 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-03 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-15 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-02 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-03 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-07 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-12 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-03 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-09 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-09 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-03 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-11 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-19 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-11 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-01 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-03 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-04 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-04 | Amendment | View on EDGAR |
| 2020-12-31 | 2021-02-12 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-12 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | Amendment | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-04 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-13 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-07 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-01 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-09 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | Amendment | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
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