BANYAN CAPITAL MANAGEMENT, INC. — 13F Holdings & Portfolio
CIK 846600 · latest 13F-HR filed 2026-08-03
BANYAN CAPITAL MANAGEMENT, INC. manages $230.1M in 13F-reported U.S. long-equity assets across 55 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MKL (9.08%), BRK.B (8.88%), CI (7.21%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 17, and trimmed 14.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 1030
ATLANTA, GA 30328
$230.1M
Long-equity book
55
Distinct positions
2026-06-30
Filed 2026-08-03
+0 / −0 / ↑17 / ↓14
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CARMAX$1.8M +25.0%
- APPLE$1.2M +11.1%
- BERKSHIRE HATHAWAY B$1.1M +5.4%
- WOLTERS KLUWER NV$734.8K +12.6%
- CATERPILLAR$319.0K +50.3%
Top Trims
- LIBERTY BROADBAND C-$3.0M -84.9%
- VONTIER-$2.9M -18.6%
- PHINIA-$1.9M -10.7%
- DANAHER-$334.2K -9.3%
- EXXON MOBIL-$160.3K -20.4%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | MARKEL | MKL | 570535104 | $20.9M | 9.08% | 10,701 | SH |
| 2 | BERKSHIRE HATHAWAY B | BRK.B | 084670702 | $20.4M | 8.88% | 40,853 | SH |
| 3 | CIGNA | CI | 125523100 | $16.6M | 7.21% | 60,148 | SH |
| 4 | PHINIA | PHIN | 71880K101 | $15.6M | 6.79% | 189,567 | SH |
| 5 | PARKER HANNIFIN | PH | 701094104 | $13.9M | 6.03% | 14,184 | SH |
| 6 | DOLLAR GENERAL | DG | 256677105 | $13.1M | 5.71% | 114,162 | SH |
| 7 | VONTIER | VNT | 928881101 | $12.5M | 5.44% | 431,861 | SH |
| 8 | APPLE | AAPL | 037833100 | $11.7M | 5.10% | 40,584 | SH |
| 9 | LABCORP HOLDINGS | LH | 504922105 | $10.8M | 4.69% | 38,533 | SH |
| 10 | CARMAX | KMX | 143130102 | $8.9M | 3.89% | 169,214 | SH |
| 11 | FACTSET RESH SYS INC | FDS | 303075105 | $7.9M | 3.43% | 34,282 | SH |
| 12 | HEINEKEN HOLDING NV ORD | HKHHF | N39338194 | $7.8M | 3.39% | 102,354 | SH |
| 13 | HENRY SCHEIN | HSIC | 806407102 | $7.6M | 3.31% | 91,259 | SH |
| 14 | ROPER TECHNOLOGIES | ROP | 776696106 | $6.7M | 2.92% | 19,882 | SH |
| 15 | WOLTERS KLUWER NV | WOLTF | 977874205 | $6.6M | 2.85% | 101,636 | SH |
| 16 | FISERV | FISV | 337738108 | $5.5M | 2.37% | 111,244 | SH |
| 17 | AIRBNB A | ABNB | 009066101 | $5.3M | 2.29% | 36,819 | SH |
| 18 | CHARTER COMMUNICATIONS | CHTR | 16119P108 | $5.2M | 2.24% | 36,300 | SH |
| 19 | BROWN-FORMAN B | BF.B | 115637209 | $5.0M | 2.16% | 186,621 | SH |
| 20 | AMERICAN EXPRESS | AXP | 025816109 | $3.5M | 1.53% | 10,379 | SH |
| 21 | DANAHER | DHR | 235851102 | $3.2M | 1.41% | 17,050 | SH |
| 22 | AKRE FOCUS ETF | AKRE | 74316P579 | $2.1M | 0.92% | 39,916 | SH |
| 23 | IBM | IBM | 459200101 | $1.2M | 0.50% | 4,112 | SH |
| 24 | CATERPILLAR | CAT | 149123101 | $953.1K | 0.41% | 895 | SH |
| 25 | ELI LILLY & COMPANY | LLY | 532457108 | $899.6K | 0.39% | 750 | SH |
| 26 | WALMART | WMT | 931142103 | $880.8K | 0.38% | 7,777 | SH |
| 27 | JOHNSON & JOHNSON | JNJ | 478160104 | $862.5K | 0.37% | 3,396 | SH |
| 28 | GRAINGER W W INC | GWW | 384802104 | $804.0K | 0.35% | 591 | SH |
| 29 | MERCK | MRK | 58933Y105 | $750.6K | 0.33% | 5,841 | SH |
| 30 | ABBVIE | ABBV | 00287Y109 | $734.5K | 0.32% | 2,919 | SH |
| 31 | TEXAS INSTRUMENTS | TXN | 882508104 | $706.4K | 0.31% | 2,370 | SH |
| 32 | MCDONALD'S | MCD | 580135101 | $662.0K | 0.29% | 2,449 | SH |
| 33 | NEWMONT CORPORATION | NEM | 651639106 | $658.5K | 0.29% | 7,050 | SH |
| 34 | COCA COLA | KO | 191216100 | $636.8K | 0.28% | 7,836 | SH |
| 35 | BARRICK MINING CORP | B | 06849F108 | $635.4K | 0.28% | 17,300 | SH |
| 36 | EXXON MOBIL | XOM | 30231G102 | $625.9K | 0.27% | 4,578 | SH |
| 37 | JPMORGAN CHASE | JPM | 46625H100 | $592.5K | 0.26% | 1,810 | SH |
| 38 | CHEVRON | CVX | 166764100 | $591.1K | 0.26% | 3,566 | SH |
| 39 | ALLSTATE CORP | ALL | 020002101 | $583.9K | 0.25% | 2,454 | SH |
| 40 | EMERSON ELECTRIC | EMR | 291011104 | $580.5K | 0.25% | 4,055 | SH |
| 41 | PROCTER & GAMBLE | PG | 742718109 | $535.4K | 0.23% | 3,651 | SH |
| 42 | LIBERTY BROADBAND C | LBRDK | 530307305 | $529.2K | 0.23% | 15,911 | SH |
| 43 | WHEATON PRECIOUS METALS | WPM | 962879102 | $485.8K | 0.21% | 4,325 | SH |
| 44 | SPDR GOLD SHARES ETF | GLD | 78463V107 | $460.5K | 0.20% | 1,250 | SH |
| 45 | CISCO | CSCO | 17275R102 | $434.7K | 0.19% | 3,701 | SH |
| 46 | PHILLIPS 66 | PSX | 718546104 | $421.8K | 0.18% | 2,495 | SH |
| 47 | DIMENSIONAL US CORE EQUITY ETF | DFAC | 25434V708 | $417.0K | 0.18% | 9,400 | SH |
| 48 | RTX CORP | RTX | 75513E101 | $399.4K | 0.17% | 2,105 | SH |
| 49 | SHELL PLC | SHEL | 780259305 | $395.5K | 0.17% | 5,100 | SH |
| 50 | SOUTHERN COMPANY | SO | 842587107 | $358.5K | 0.16% | 3,746 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-03 | $230.1M | 55 | 0000846600-26-000003 |
| 2026-03-31 | 2026-05-01 | $232.1M | 55 | 0000846600-26-000002 |
| 2025-12-31 | 2026-02-02 | $230.1M | 55 | 0000846600-26-000001 |