Q2 2026 13F · SEC CIK 846600

Banyan Capital Management, Inc.

Wealth managerFiled 2026-08-03 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $230.1M
Reported positions: 55
Top holdings a year, 3 yrs: +10.0%
Assets under management: $281.7M

Banyan Capital Management, Inc. is a wealth manager that reported 55 positions worth $230.1M in its Q2 2026 13F, filed 2026-08-03. Its largest holdings were Markel Group Inc (MKL, 9.1%), Berkshire Hathaway Inc Del (BRK-B, 8.9%), The Cigna Group (CI, 7.2%). A portfolio copying its top holdings returned 10.0% a year over the last 3 years, against 20.4% for the S&P 500.

Banyan Capital Management, Inc. holdings largest 50 of 55 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Banyan Capital Management, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MKLMarkel Group Inc	9.1%	9.1%	10,701	-3.2%	$20.9M
BRK-BBerkshire Hathaway Inc Del	8.9%	8.4%	40,853	+1.0%	$20.4M
CIThe Cigna Group	7.2%	7.2%	60,148	-3.8%	$16.6M
PHINPhinia Inc	6.8%	7.5%	189,567	-25.8%	$15.6M
PHParker-Hannifin Corp	6.0%	6.0%	14,184	-9.0%	$13.9M
DGDollar Gen Corp	5.7%	6.0%	114,162	-2.0%	$13.1M
VNTVontier Corporation	5.4%	6.6%	431,861	-0.4%	$12.5M
AAPLApple Inc	5.1%	4.6%	40,584	-2.5%	$11.7M
LHLabcorp Holdings Inc	4.7%	4.5%	38,533	-1.4%	$10.8M
KMXCarmax Inc	3.9%	3.1%	169,214	-1.7%	$8.9M
FDSFactset Resh Sys Inc	3.4%	3.3%	34,282	-1.6%	$7.9M
HKHHFHeineken Holding	3.4%	3.2%	102,354	-2.7%	$7.8M
HSICSchein Henry Inc Com	3.3%	3.1%	91,259	-7.7%	$7.6M
ROPRoper Technologies Inc	2.9%	2.8%	19,882	+9.3%	$6.7M
WTKWYWolters Kluwer NV	2.8%	2.5%	101,636	+30.4%	$6.6M
FISVFiserv Inc	2.4%	2.2%	111,244	+19.2%	$5.5M
ABNBAirbnb Inc	2.3%	2.2%	36,819	-7.0%	$5.3M
CHTRCharter Communications Inc	2.2%	2.3%	36,300	+46.5%	$5.2M
BF-BBrown Forman Cl B	2.2%	2.2%	186,621	-4.9%	$5.0M
AXPAmerican Express Co	1.5%	1.4%	10,379	-3.0%	$3.5M
DHRDanaher Corp Del	1.4%	1.5%	17,050	-9.8%	$3.2M
AKREProfesionally Managed Portfo	0.9%	0.9%	39,916	-0.3%	$2.1M
IBMInternational Business Machs	0.5%	0.4%	4,112	-1.8%	$1.2M
CATCaterpillar Inc	0.4%	0.3%	895	+0.0%	$953K
LLYEli Lilly & Co	0.4%	0.3%	750	+0.0%	$900K
WMTWalmart Inc	0.4%	0.4%	7,777	-6.6%	$881K
JNJJohnson & Johnson	0.4%	0.4%	3,396	-3.0%	$862K
GWWWw Grainger Inc	0.3%	0.3%	591	-6.8%	$804K
MRKMerck & Co Inc	0.3%	0.3%	5,841	-5.0%	$751K
ABBVAbbvie Inc	0.3%	0.3%	2,919	-6.4%	$735K
TXNTexas Instrs Inc	0.3%	0.2%	2,370	-6.0%	$706K
MCDMcdonalds Corp	0.3%	0.3%	2,449	-3.9%	$662K
NEMNewmont Corp	0.3%	0.3%	7,050	+0.0%	$658K
KOCoca Cola Co	0.3%	0.3%	7,836	-1.8%	$637K
BBarrick Mng Corp	0.3%	0.3%	17,300	+0.0%	$635K
XOMExxon Mobil Corp	0.3%	0.3%	4,578	-1.2%	$626K
JPMJpmorgan Chase & Co	0.3%	0.2%	1,810	-5.7%	$592K
CVXChevron Corporation	0.3%	0.3%	3,566	-1.4%	$591K
ALLAllstate Corp	0.3%	0.2%	2,454	+0.0%	$584K
EMREmerson Elec Co	0.3%	0.2%	4,055	+0.0%	$580K
PGProcter & Gamble Co	0.2%	0.2%	3,651	-0.7%	$535K
LBRDKLiberty Broadband Corp	0.2%	1.5%	15,911	-77.2%	$529K
WPMWheaton Precious Metals Corp	0.2%	0.2%	4,325	+0.0%	$486K
GLDSpdr Gold Tr	0.2%	0.2%	1,250	+0.0%	$460K
CSCOCisco Sys Inc	0.2%	—	3,701	—	$435K
PSXPhillips 66	0.2%	0.2%	2,495	+0.0%	$422K
DFACDimensional ETF Trust	0.2%	0.2%	9,400	+0.0%	$417K
RTXRtx Corporation	0.2%	0.2%	2,105	-2.8%	$399K
SHELShell PLC	0.2%	0.2%	5,100	+0.0%	$395K
SOSouthern Co	0.2%	0.2%	3,746	+0.0%	$359K

What Banyan Capital Management, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +7.7% /yr; S&P 500 +20.1%
3 years: +10.0% /yr; S&P 500 +20.4%
5 years: +5.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$230.1M	55
Q1 2026	$232.1M	55
Q4 2025	$230.1M	55
Q3 2025	$220.2M	56
Q2 2025	$194.5M	19
Q1 2025	$177.1M	16
Q4 2024	$166.7M	16
Q3 2024	$172.6M	16
Q2 2024	$165.5M	17
Q1 2024	$176.4M	19
Q4 2023	$163.0M	19
Q3 2023	$153.9M	19

Questions about Banyan Capital Management, Inc.'s portfolio

What stocks does Banyan Capital Management, Inc. own?

Banyan Capital Management, Inc.'s latest 13F, for Q2 2026 and filed Aug 3, 2026, lists 55 positions worth $230.1M. The largest are Markel Group Inc (MKL) at 9.1%, Berkshire Hathaway Inc Del (BRK-B) at 8.9%, The Cigna Group (CI) at 7.2%, Phinia Inc (PHIN) at 6.8% and Parker-Hannifin Corp (PH) at 6.0%.

What did Banyan Capital Management, Inc. buy last quarter?

In Q2 2026, Banyan Capital Management, Inc. added Charter Communications Inc (CHTR) (+46.5% shares), Wolters Kluwer NV (WTKWY) (+30.4% shares) and Fiserv Inc (FISV) (+19.2% shares), compared with its Q1 2026 filing.

What did Banyan Capital Management, Inc. sell last quarter?

In Q2 2026, Banyan Capital Management, Inc. cut from its top 50 Duke Energy Corp New (DUK), Liberty Broadband Corp (LBRDK) (-77.2% shares), Phinia Inc (PHIN) (-25.8% shares) and Danaher Corp Del (DHR) (-9.8% shares), compared with its Q1 2026 filing.

How has Banyan Capital Management, Inc.'s portfolio performed?

A portfolio copying Banyan Capital Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +7.7% against +20.1%. Over 5 years: +5.1% a year against +11.6%.

When is Banyan Capital Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Banyan Capital Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Banyan Capital Management, Inc. manage?

Banyan Capital Management, Inc. reported $281.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $230.1M.