Banyan Capital Management, Inc. 13F Holdings · Q2 2026
Banyan Capital Management, Inc. reported 55 securities worth $230.10M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MKL (9.08%), BRKB (8.88%), CI (7.21%). Among its top 25 positions this quarter: 5 added, 18 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MKL | MARKEL | $20.9M | 9.08% | 10,701 | Trimmed |
| 2 | BRKB | BERKSHIRE HATHAWAY B | $20.4M | 8.88% | 40,853 | Added |
| 3 | CI | CIGNA | $16.6M | 7.21% | 60,148 | Trimmed |
| 4 | PHIN | PHINIA | $15.6M | 6.79% | 189,567 | Trimmed |
| 5 | PH | PARKER HANNIFIN | $13.9M | 6.03% | 14,184 | Trimmed |
| 6 | DG | DOLLAR GENERAL | $13.1M | 5.71% | 114,162 | Trimmed |
| 7 | VNT | VONTIER | $12.5M | 5.44% | 431,861 | Trimmed |
| 8 | AAPL | APPLE | $11.7M | 5.10% | 40,584 | Trimmed |
| 9 | LH | LABCORP HOLDINGS | $10.8M | 4.69% | 38,533 | Trimmed |
| 10 | KMX | CARMAX | $8.9M | 3.89% | 169,214 | Trimmed |
| 11 | FDS | FACTSET RESH SYS INC | $7.9M | 3.43% | 34,282 | Trimmed |
| 12 | HKHHF | HEINEKEN HOLDING NV ORD | $7.8M | 3.39% | 102,354 | Trimmed |
| 13 | HSIC | HENRY SCHEIN | $7.6M | 3.31% | 91,259 | Trimmed |
| 14 | ROP | ROPER TECHNOLOGIES | $6.7M | 2.92% | 19,882 | Added |
| 15 | WTKWY | WOLTERS KLUWER NV | $6.6M | 2.85% | 101,636 | Added |
| 16 | FISV | FISERV | $5.5M | 2.37% | 111,244 | Added |
| 17 | ABNB | AIRBNB A | $5.3M | 2.29% | 36,819 | Trimmed |
| 18 | CHTR | CHARTER COMMUNICATIONS | $5.2M | 2.24% | 36,300 | Added |
| 19 | BFB | BROWN-FORMAN B | $5.0M | 2.16% | 186,621 | Trimmed |
| 20 | AXP | AMERICAN EXPRESS | $3.5M | 1.53% | 10,379 | Trimmed |
| 21 | DHR | DANAHER | $3.2M | 1.41% | 17,050 | Trimmed |
| 22 | AKRE | AKRE FOCUS ETF | $2.1M | 0.92% | 39,916 | Trimmed |
| 23 | IBM | IBM | $1.2M | 0.50% | 4,112 | Trimmed |
| 24 | CAT | CATERPILLAR | $953,085 | 0.41% | 895 | Hold |
| 25 | LLY | ELI LILLY & COMPANY | $899,572 | 0.39% | 750 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR