Banyan Capital Management, Inc.

13F filer · CIK 0000846600

Reported Aug 3, 2026

Net seller this quarter

13F portfolio value$230MU.S. long equity reported on 13F

Positions530 new · 0 closed

Net flow last quarter-$8.55MBuys minus sells

Top 10 positions weight62.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 3, 202653 positions
MKLMarkel Group Inc.	$20.9M	9.08%	0.09%	-3.2%	Q4 2018
BRK.BBerkshire Hathaway Inc	$20.4M	8.88%	Not reported	+1.0%	Q4 2018
CICigna Group	$16.6M	7.21%	0.02%	-3.9%	Q4 2018
PHINPhinia Inc.	$15.6M	6.79%	0.51%	-25.8%	Q3 2023
PHParker-Hannifin Corp	$13.9M	6.03%	0.01%	-9.0%	Q4 2018
DGDollar General Corp	$13.1M	5.71%	0.05%	-2.0%	Q4 2024
VNTVontier Corp	$12.5M	5.44%	0.31%	-0.4%	Q4 2020
AAPLApple Inc.	$11.7M	5.10%	0.00%	-2.5%	Q4 2018
LHLabcorp Holdings Inc.	$10.8M	4.69%	0.05%	-1.4%	Q2 2024
KMXCarmax Inc	$8.95M	3.89%	0.12%	-1.7%	Q4 2018
FDSFactset Research Systems Inc	$7.89M	3.43%	0.10%	-1.6%	Q1 2026
HKHHFHeineken Holding N V	$7.8M	3.39%	Not reported	-2.7%	Q1 2023
HSICHenry Schein Inc	$7.62M	3.31%	0.08%	-7.7%	Q1 2024
ROPRoper Technologies Inc	$6.73M	2.92%	0.02%	+9.3%	Q4 2018
WTKWYWolters Kluwer N V	$6.55M	2.85%	Not reported	+30.4%	Q1 2026
FISVFiserv Inc	$5.46M	2.37%	0.02%	+19.2%	Q4 2018
ABNBAirbnb, Inc.	$5.27M	2.29%	Not reported	-7.0%	Q2 2025
CHTRCharter Communications, Inc.	$5.16M	2.24%	0.01%	+46.5%	Q4 2018
BF.BBrown Forman Corp	$4.97M	2.16%	0.04%	-4.9%	Q2 2025
AXPAmerican Express Co	$3.51M	1.53%	0.00%	-3.0%	Q4 2018
DHRDanaher Corp	$3.25M	1.41%	0.00%	-9.8%	Q4 2018
IBMInternational Business Machines Corp	$1.16M	0.50%	0.00%	-1.8%	Q3 2025
CATCaterpillar Inc	$953K	0.41%	0.00%	Not reported	Q3 2025
LLYELI LILLY & Co	$900K	0.39%	0.00%	Not reported	Q3 2025
WMTWalmart Inc.	$881K	0.38%	0.00%	-6.6%	Q2 2025
JNJJohnson & Johnson	$862K	0.37%	0.00%	-3.0%	Q4 2018
GWWW.W. Grainger, Inc.	$804K	0.35%	0.00%	-6.8%	Q3 2025
MRKMerck & Co., Inc.	$751K	0.33%	0.00%	-5.0%	Q3 2025
ABBVAbbVie Inc.	$735K	0.32%	0.00%	-6.4%	Q3 2025
TXNTexas Instruments Inc	$706K	0.31%	0.00%	-6.0%	Q3 2025
MCDMcdonalds Corp	$662K	0.29%	0.00%	-3.9%	Q3 2025
NEMNEWMONT Corp	$658K	0.29%	0.00%	Not reported	Q3 2025
KOCoca Cola Co	$637K	0.28%	0.00%	-1.8%	Q3 2025
BBarrick Mining Corp	$635K	0.28%	0.00%	Not reported	Q3 2025
XOMExxonMobil Holdings Corp	$626K	0.27%	0.00%	-1.2%	Q3 2025
JPMJPMorgan Chase & Co	$592K	0.26%	0.00%	-5.7%	Q4 2018
CVXChevron Corp	$591K	0.26%	0.00%	-1.4%	Q3 2025
ALLAllstate Corp	$584K	0.25%	0.00%	Not reported	Q3 2025
EMREmerson Electric Co	$580K	0.25%	0.00%	Not reported	Q3 2025
PGPROCTER & GAMBLE Co	$535K	0.23%	0.00%	-0.7%	Q3 2025
LBRDKLiberty Broadband Corp	$529K	0.23%	Not reported	-77.2%	Q4 2018
WPMWheaton Precious Metals Corp.	$486K	0.21%	0.00%	Not reported	Q3 2025
GLDSPDR Gold Trust	$460K	0.20%	0.00%	Not reported	Q3 2025
CSCOCisco Systems, Inc.	$435K	0.19%	0.00%	Not reported	Q3 2025
PSXPhillips 66	$422K	0.18%	0.00%	Not reported	Q3 2025
RTXRTX Corp	$399K	0.17%	0.00%	-2.8%	Q3 2025
SHELShell plc	$395K	0.17%	0.00%	Not reported	Q3 2025
SOSouthern Co	$359K	0.16%	0.00%	Not reported	Q3 2025
BACBank of America Corp	$321K	0.14%	0.00%	Not reported	Q4 2018
DUKDuke Energy CORP	$316K	0.14%	0.00%	Not reported	Q3 2025

Q1 2026Reported May 1, 202653 positions
MKLMarkel Group Inc.	$21.2M	9.12%	0.09%	-2.1%	Q4 2018
BRK.BBerkshire Hathaway Inc	$19.4M	8.36%	Not reported	-5.9%	Q4 2018
PHINPhinia Inc.	$17.5M	7.54%	0.67%	-1.7%	Q3 2023
CICigna Group	$16.7M	7.19%	0.02%	+4.1%	Q4 2018
VNTVontier Corp	$15.4M	6.63%	0.31%	+1.0%	Q4 2020
PHParker-Hannifin Corp	$13.9M	6.01%	0.01%	-16.6%	Q4 2018
DGDollar General Corp	$13.8M	5.96%	0.05%	-1.3%	Q4 2024
AAPLApple Inc.	$10.6M	4.55%	0.00%	-4.7%	Q4 2018
LHLabcorp Holdings Inc.	$10.4M	4.49%	0.05%	-2.5%	Q2 2024
FDSFactset Research Systems Inc	$7.56M	3.26%	0.10%	New	Q1 2026
HKHHFHeineken Holding N V	$7.46M	3.21%	Not reported	-23.5%	Q1 2023
HSICHenry Schein Inc	$7.29M	3.14%	0.09%	-27.2%	Q1 2024
KMXCarmax Inc	$7.16M	3.09%	0.12%	+17.8%	Q4 2018
ROPRoper Technologies Inc	$6.44M	2.77%	0.02%	Not reported	Q4 2018
WTKWYWolters Kluwer N V	$5.82M	2.51%	Not reported	New	Q1 2026
CHTRCharter Communications, Inc.	$5.35M	2.31%	0.01%	+8.8%	Q4 2018
FISVFiserv Inc	$5.21M	2.24%	0.02%	+3.6%	Q4 2018
BF.BBrown Forman Corp	$5.19M	2.24%	0.04%	+2.2%	Q2 2025
ABNBAirbnb, Inc.	$5M	2.16%	Not reported	+1.8%	Q2 2025
DHRDanaher Corp	$3.58M	1.54%	0.00%	-16.3%	Q4 2018
LBRDKLiberty Broadband Corp	$3.51M	1.51%	Not reported	+0.9%	Q4 2018
AXPAmerican Express Co	$3.24M	1.39%	0.00%	-12.7%	Q4 2018
WMTWalmart Inc.	$1.03M	0.45%	0.00%	-11.7%	Q2 2025
IBMInternational Business Machines Corp	$1.01M	0.44%	0.00%	-0.7%	Q3 2025
JNJJohnson & Johnson	$856K	0.37%	0.00%	-3.5%	Q4 2018
MCDMcdonalds Corp	$792K	0.34%	0.00%	Not reported	Q3 2025
XOMExxonMobil Holdings Corp	$786K	0.34%	0.00%	-11.3%	Q3 2025
NEMNEWMONT Corp	$763K	0.33%	0.00%	Not reported	Q3 2025
CVXChevron Corp	$749K	0.32%	0.00%	-4.7%	Q3 2025
MRKMerck & Co., Inc.	$740K	0.32%	0.00%	+3.1%	Q3 2025
BBarrick Mining Corp	$706K	0.30%	0.00%	Not reported	Q3 2025
GWWW.W. Grainger, Inc.	$692K	0.30%	0.00%	-7.6%	Q3 2025
LLYELI LILLY & Co	$690K	0.30%	0.00%	Not reported	Q3 2025
ABBVAbbVie Inc.	$678K	0.29%	0.00%	Not reported	Q3 2025
CATCaterpillar Inc	$634K	0.27%	0.00%	Not reported	Q3 2025
KOCoca Cola Co	$607K	0.26%	0.00%	+2.6%	Q3 2025
WPMWheaton Precious Metals Corp.	$567K	0.24%	0.00%	Not reported	Q3 2025
JPMJPMorgan Chase & Co	$565K	0.24%	0.00%	Not reported	Q4 2018
GLDSPDR Gold Trust	$538K	0.23%	0.00%	Not reported	Q3 2025
EMREmerson Electric Co	$531K	0.23%	0.00%	Not reported	Q3 2025
PGPROCTER & GAMBLE Co	$531K	0.23%	0.00%	-2.0%	Q3 2025
ALLAllstate Corp	$509K	0.22%	0.00%	Not reported	Q3 2025
TXNTexas Instruments Inc	$489K	0.21%	0.00%	Not reported	Q3 2025
SHELShell plc	$474K	0.20%	0.00%	Not reported	Q3 2025
PSXPhillips 66	$455K	0.20%	0.00%	Not reported	Q3 2025
RTXRTX Corp	$418K	0.18%	0.00%	Not reported	Q3 2025
SOSouthern Co	$362K	0.16%	0.00%	-9.2%	Q3 2025
DUKDuke Energy CORP	$326K	0.14%	0.00%	Not reported	Q3 2025
OKEOneok Inc	$316K	0.14%	0.00%	Not reported	Q3 2025
CSCOCisco Systems, Inc.	$287K	0.12%	0.00%	-2.1%	Q3 2025

Q4 2025Reported Feb 2, 202653 positions
MKLMarkel Group Inc.	$24.3M	10.55%	0.09%	-0.6%	Q4 2018
BRK.BBerkshire Hathaway Inc	$21.6M	9.39%	Not reported	-1.9%	Q4 2018
CICigna Group	$16.5M	7.19%	0.02%	-0.1%	Q4 2018
PHParker-Hannifin Corp	$16.4M	7.13%	0.01%	-9.4%	Q4 2018
PHINPhinia Inc.	$16.3M	7.08%	0.69%	-0.4%	Q3 2023
VNTVontier Corp	$16M	6.94%	0.30%	-0.4%	Q4 2020
DGDollar General Corp	$15.7M	6.81%	0.05%	-0.4%	Q4 2024
AAPLApple Inc.	$11.9M	5.16%	0.00%	-1.9%	Q4 2018
HSICHenry Schein Inc	$10.3M	4.46%	0.12%	-2.4%	Q1 2024
HKHHFHeineken Holding N V	$10.1M	4.38%	Not reported	-0.4%	Q1 2023
LHLabcorp Holdings Inc.	$10.1M	4.37%	0.05%	-0.7%	Q2 2024
FISVFiserv Inc	$6.05M	2.63%	0.02%	Not reported	Q4 2018
KMXCarmax Inc	$5.65M	2.46%	0.10%	-17.8%	Q4 2018
ABNBAirbnb, Inc.	$5.28M	2.30%	Not reported	+0.1%	Q2 2025
DHRDanaher Corp	$5.16M	2.24%	0.00%	-1.6%	Q4 2018
BF.BBrown Forman Corp	$5M	2.17%	0.04%	+0.3%	Q2 2025
CHTRCharter Communications, Inc.	$4.75M	2.07%	0.01%	-41.1%	Q4 2018
AXPAmerican Express Co	$4.53M	1.97%	0.00%	-0.7%	Q4 2018
LBRDKLiberty Broadband Corp	$3.37M	1.46%	Not reported	Not reported	Q4 2018
IBMInternational Business Machines Corp	$1.25M	0.54%	0.00%	-1.4%	Q3 2025
WMTWalmart Inc.	$1.05M	0.46%	0.00%	-7.0%	Q2 2025
LLYELI LILLY & Co	$806K	0.35%	0.00%	Not reported	Q3 2025
MCDMcdonalds Corp	$779K	0.34%	0.00%	Not reported	Q3 2025
BBarrick Mining Corp	$753K	0.33%	0.00%	Not reported	Q3 2025
JNJJohnson & Johnson	$751K	0.33%	0.00%	-5.8%	Q4 2018
ABBVAbbVie Inc.	$713K	0.31%	0.00%	Not reported	Q3 2025
NEMNEWMONT Corp	$704K	0.31%	0.00%	Not reported	Q3 2025
GWWW.W. Grainger, Inc.	$692K	0.30%	0.00%	-1.3%	Q3 2025
XOMExxonMobil Holdings Corp	$629K	0.27%	0.00%	Not reported	Q3 2025
MRKMerck & Co., Inc.	$628K	0.27%	0.00%	-6.7%	Q3 2025
JPMJPMorgan Chase & Co	$619K	0.27%	0.00%	Not reported	Q4 2018
CVXChevron Corp	$579K	0.25%	0.00%	-11.6%	Q3 2025
KOCoca Cola Co	$544K	0.24%	0.00%	-0.4%	Q3 2025
EMREmerson Electric Co	$538K	0.23%	0.00%	-2.4%	Q3 2025
PGPROCTER & GAMBLE Co	$538K	0.23%	0.00%	Not reported	Q3 2025
CATCaterpillar Inc	$513K	0.22%	0.00%	Not reported	Q3 2025
ALLAllstate Corp	$511K	0.22%	0.00%	Not reported	Q3 2025
WPMWheaton Precious Metals Corp.	$508K	0.22%	0.00%	Not reported	Q3 2025
GLDSPDR Gold Trust	$495K	0.22%	0.00%	Not reported	Q3 2025
TXNTexas Instruments Inc	$437K	0.19%	0.00%	Not reported	Q3 2025
RTXRTX Corp	$397K	0.17%	0.00%	Not reported	Q3 2025
SHELShell plc	$375K	0.16%	0.00%	Not reported	Q3 2025
MMM3m Co	$368K	0.16%	0.00%	Not reported	Q3 2025
METMetlife Inc	$367K	0.16%	0.00%	-1.7%	Q3 2025
SOSouthern Co	$360K	0.16%	0.00%	-4.6%	Q3 2025
PSXPhillips 66	$322K	0.14%	0.00%	-3.9%	Q3 2025
BACBank of America Corp	$309K	0.13%	0.00%	Not reported	Q4 2018
MSFTMicrosoft Corp	$302K	0.13%	0.00%	-15.0%	Q4 2018
DUKDuke Energy CORP	$292K	0.13%	0.00%	-4.8%	Q3 2025
CSCOCisco Systems, Inc.	$291K	0.13%	0.00%	Not reported	Q3 2025

Q3 2025Reported Nov 3, 202554 positions
BRK.BBerkshire Hathaway Inc	$22M	10.00%	Not reported	+1.1%	Q4 2018
MKLMarkel Group Inc.	$21.7M	9.86%	0.09%	+5.2%	Q4 2018
VNTVontier Corp	$18.1M	8.22%	0.30%	+2.6%	Q4 2020
CICigna Group	$17.3M	7.87%	0.02%	+8.4%	Q4 2018
PHParker-Hannifin Corp	$15.6M	7.10%	0.02%	-2.0%	Q4 2018
PHINPhinia Inc.	$15M	6.81%	0.67%	+3.2%	Q3 2023
DGDollar General Corp	$12.2M	5.56%	0.05%	+9.6%	Q4 2024
LHLabcorp Holdings Inc.	$11.6M	5.26%	0.05%	+3.2%	Q2 2024
AAPLApple Inc.	$11.3M	5.15%	0.00%	+6.5%	Q4 2018
CHTRCharter Communications, Inc.	$10.6M	4.83%	0.01%	+13.3%	Q4 2018
HKHHFHeineken Holding N V	$9.45M	4.29%	Not reported	+8.8%	Q1 2023
HSICHenry Schein Inc	$9.23M	4.19%	0.12%	+8.8%	Q1 2024
KMXCarmax Inc	$7.98M	3.62%	0.12%	+26.3%	Q4 2018
BF.BBrown Forman Corp	$5.19M	2.36%	0.04%	+16.1%	Q2 2025
ABNBAirbnb, Inc.	$4.72M	2.14%	Not reported	+7.1%	Q2 2025
DHRDanaher Corp	$4.54M	2.06%	0.00%	-0.2%	Q4 2018
AXPAmerican Express Co	$4.1M	1.86%	0.00%	-8.2%	Q4 2018
IBMInternational Business Machines Corp	$1.21M	0.55%	0.00%	New	Q3 2025
WMTWalmart Inc.	$1.04M	0.47%	0.00%	+257.5%	Q2 2025
MCDMcdonalds Corp	$775K	0.35%	0.00%	New	Q3 2025
ABBVAbbVie Inc.	$722K	0.33%	0.00%	New	Q3 2025
JNJJohnson & Johnson	$714K	0.32%	0.00%	Not reported	Q4 2018
NVDANvidia Corp	$700K	0.32%	0.00%	New	Q3 2025
CVXChevron Corp	$667K	0.30%	0.00%	New	Q3 2025
GWWW.W. Grainger, Inc.	$662K	0.30%	0.00%	New	Q3 2025
JPMJPMorgan Chase & Co	$606K	0.28%	0.00%	Not reported	Q4 2018
NEMNEWMONT Corp	$594K	0.27%	0.00%	New	Q3 2025
XOMExxonMobil Holdings Corp	$589K	0.27%	0.00%	New	Q3 2025
PGPROCTER & GAMBLE Co	$576K	0.26%	0.00%	New	Q3 2025
LLYELI LILLY & Co	$572K	0.26%	0.00%	New	Q3 2025
BBarrick Mining Corp	$567K	0.26%	0.00%	New	Q3 2025
EMREmerson Electric Co	$545K	0.25%	0.00%	New	Q3 2025
MRKMerck & Co., Inc.	$536K	0.24%	0.00%	New	Q3 2025
ALLAllstate Corp	$527K	0.24%	0.00%	New	Q3 2025
KOCoca Cola Co	$518K	0.24%	0.00%	New	Q3 2025
WPMWheaton Precious Metals Corp.	$484K	0.22%	0.00%	New	Q3 2025
TXNTexas Instruments Inc	$463K	0.21%	0.00%	New	Q3 2025
GLDSPDR Gold Trust	$444K	0.20%	0.00%	New	Q3 2025
CATCaterpillar Inc	$427K	0.19%	0.00%	New	Q3 2025
SOSouthern Co	$410K	0.19%	0.00%	New	Q3 2025
METMetlife Inc	$389K	0.18%	0.00%	New	Q3 2025
MSFTMicrosoft Corp	$381K	0.17%	0.00%	Not reported	Q4 2018
SHELShell plc	$365K	0.17%	0.00%	New	Q3 2025
RTXRTX Corp	$362K	0.16%	0.00%	New	Q3 2025
MMM3m Co	$356K	0.16%	0.00%	New	Q3 2025
PSXPhillips 66	$353K	0.16%	0.00%	New	Q3 2025
DDDuPont de Nemours, Inc.	$326K	0.15%	0.00%	New	Q3 2025
DUKDuke Energy CORP	$324K	0.15%	0.00%	New	Q3 2025
VLTOVeralto Corp	$300K	0.14%	0.00%	Not reported	Q4 2023
BACBank of America Corp	$290K	0.13%	0.00%	Not reported	Q4 2018

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