BANYAN CAPITAL MANAGEMENT, INC. — 13F Holdings & Portfolio
CIK 846600 · latest 13F-HR filed 2026-05-01
BANYAN CAPITAL MANAGEMENT, INC. manages $232.1M in 13F-reported U.S. long-equity assets across 55 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MKL (9.12%), BRK.B (8.36%), PHIN (7.54%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 3, added to 19, and trimmed 19.
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.
$232.1M
Long-equity book
55
Distinct positions
2026-03-31
Filed 2026-05-01
+3 / −3 / ↑19 / ↓19
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CARMAX$1.5M +26.7%
- PHINIA$1.2M +7.3%
- CHARTER COMMUNICATIONS$596.1K +12.5%
- CHEVRON$169.7K +29.3%
- EXXON MOBIL$157.5K +25.1%
Top Trims
- MARKEL-$3.1M -12.8%
- HENRY SCHEIN-$3.0M -29.0%
- HEINEKEN HOLDING NV ORD-$2.6M -26.0%
- PARKER HANNIFIN-$2.5M -15.0%
- BERKSHIRE HATHAWAY B-$2.2M -10.3%
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 | $21.2M | 9.12% | 11,053 | SH |
| 2 | BERKSHIRE HATHAWAY B | BRK.B | 084670702 | $19.4M | 8.36% | 40,461 | SH |
| 3 | PHINIA | PHIN | 71880K101 | $17.5M | 7.54% | 255,523 | SH |
| 4 | CIGNA | CI | 125523100 | $16.7M | 7.19% | 62,556 | SH |
| 5 | VONTIER | VNT | 928881101 | $15.4M | 6.63% | 433,591 | SH |
| 6 | PARKER HANNIFIN | PH | 701094104 | $13.9M | 6.01% | 15,579 | SH |
| 7 | DOLLAR GENERAL | DG | 256677105 | $13.8M | 5.96% | 116,468 | SH |
| 8 | APPLE | AAPL | 037833100 | $10.6M | 4.55% | 41,631 | SH |
| 9 | LABCORP HOLDINGS | LH | 504922105 | $10.4M | 4.49% | 39,088 | SH |
| 10 | FACTSET RESH SYS INC | FDS | 303075105 | $7.6M | 3.26% | 34,827 | SH |
| 11 | HEINEKEN HOLDING NV ORD | HKHHF | N39338194 | $7.5M | 3.21% | 105,184 | SH |
| 12 | HENRY SCHEIN | HSIC | 806407102 | $7.3M | 3.14% | 98,882 | SH |
| 13 | CARMAX | KMX | 143130102 | $7.2M | 3.09% | 172,211 | SH |
| 14 | ROPER TECHNOLOGIES | ROP | 776696106 | $6.4M | 2.77% | 18,197 | SH |
| 15 | WOLTERS KLUWER NV | WTKWY | 977874205 | $5.8M | 2.51% | 77,925 | SH |
| 16 | CHARTER COMMUNICATIONS | CHTR | 16119P108 | $5.3M | 2.31% | 24,781 | SH |
| 17 | FISERV | FISV | 337738108 | $5.2M | 2.24% | 93,358 | SH |
| 18 | BROWN-FORMAN B | BF.B | 115637209 | $5.2M | 2.24% | 196,284 | SH |
| 19 | AIRBNB A | ABNB | 009066101 | $5.0M | 2.16% | 39,601 | SH |
| 20 | DANAHER | DHR | 235851102 | $3.6M | 1.54% | 18,892 | SH |
| 21 | LIBERTY BROADBAND C | LBRDK | 530307305 | $3.5M | 1.51% | 69,874 | SH |
| 22 | AMERICAN EXPRESS | AXP | 025816109 | $3.2M | 1.39% | 10,700 | SH |
| 23 | AKRE FOCUS ETF | AKRE | 74316P579 | $2.1M | 0.91% | 40,056 | SH |
| 24 | WALMART | WMT | 931142103 | $1.0M | 0.45% | 8,327 | SH |
| 25 | IBM | IBM | 459200101 | $1.0M | 0.44% | 4,187 | SH |
| 26 | JOHNSON & JOHNSON | JNJ | 478160104 | $855.5K | 0.37% | 3,500 | SH |
| 27 | MCDONALD'S | MCD | 580135101 | $792.2K | 0.34% | 2,549 | SH |
| 28 | EXXON MOBIL | XOM | 30231G102 | $786.2K | 0.34% | 4,634 | SH |
| 29 | NEWMONT CORPORATION | NEM | 651639106 | $763.2K | 0.33% | 7,050 | SH |
| 30 | CHEVRON | CVX | 166764100 | $748.6K | 0.32% | 3,618 | SH |
| 31 | MERCK | MRK | 58933Y105 | $739.7K | 0.32% | 6,149 | SH |
| 32 | BARRICK MINING CORP | B | 06849F108 | $705.7K | 0.30% | 17,300 | SH |
| 33 | GRAINGER W W INC | GWW | 384802104 | $691.6K | 0.30% | 634 | SH |
| 34 | ELI LILLY & COMPANY | LLY | 532457108 | $689.8K | 0.30% | 750 | SH |
| 35 | ABBVIE | ABBV | 00287Y109 | $678.4K | 0.29% | 3,119 | SH |
| 36 | CATERPILLAR | CAT | 149123101 | $634.1K | 0.27% | 895 | SH |
| 37 | COCA COLA | KO | 191216100 | $607.0K | 0.26% | 7,981 | SH |
| 38 | WHEATON PRECIOUS METALS | WPM | 962879102 | $566.6K | 0.24% | 4,325 | SH |
| 39 | JPMORGAN CHASE | JPM | 46625H100 | $564.8K | 0.24% | 1,920 | SH |
| 40 | SPDR GOLD SHARES ETF | GLD | 78463V107 | $537.9K | 0.23% | 1,250 | SH |
| 41 | EMERSON ELECTRIC | EMR | 291011104 | $531.3K | 0.23% | 4,055 | SH |
| 42 | PROCTER & GAMBLE | PG | 742718109 | $530.8K | 0.23% | 3,675 | SH |
| 43 | ALLSTATE CORP | ALL | 020002101 | $508.8K | 0.22% | 2,454 | SH |
| 44 | TEXAS INSTRUMENTS | TXN | 882508104 | $489.2K | 0.21% | 2,520 | SH |
| 45 | SHELL PLC | SHEL | 780259305 | $474.3K | 0.20% | 5,100 | SH |
| 46 | PHILLIPS 66 | PSX | 718546104 | $454.5K | 0.20% | 2,495 | SH |
| 47 | RTX CORP | RTX | 75513E101 | $417.6K | 0.18% | 2,165 | SH |
| 48 | DIMENSIONAL US CORE EQUITY ETF | DFAC | 25434V708 | $365.1K | 0.16% | 9,396 | SH |
| 49 | SOUTHERN COMPANY | SO | 842587107 | $361.6K | 0.16% | 3,746 | SH |
| 50 | DUKE ENERGY | DUK | 26441C204 | $326.4K | 0.14% | 2,493 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-01 | $232.1M | 55 | 0000846600-26-000002 |
| 2025-12-31 | 2026-02-02 | $230.1M | 55 | 0000846600-26-000001 |