BANYAN CAPITAL MANAGEMENT, INC.
Sector Allocation
- Financials22.7%$52.3M
- Technology20.3%$46.7M
- Healthcare18.0%$41.5M
- Industrials13.7%$31.4M
- Consumer Staples8.8%$20.2M
- Other7.3%$16.9M
- Consumer Discretionary4.5%$10.4M
- Communication Services2.5%$5.7M
- Energy1.1%$2.6M
- Materials0.8%$1.8M
AUM History
13fpro.ai/research/fund/banyan-capital-management-inc-846600
Conviction and streaks
Stable · top 10 = 62.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
MKL
$20.9MBRK.B
$20.4MCI
$16.6MPHIN
$15.6MPH
$13.9MDG
$13.1MVNT
$12.5MAAPL
$11.7MLH
$10.8MKMX
$8.9MFDS
$7.9M- HEINEKEN$7.8M
HSIC
$7.6MROP
$6.7M- WOLTERS$6.6M
FISV
$5.5MABNB
$5.3MCHTR
$5.2MBF-A
$5.0MAXP
$3.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/banyan-capital-management-inc-846600
BANYAN CAPITAL MANAGEMENT, INC. 13F holdings — Q2 2026
$230.1M portfolio (-0.8% QoQ) · 55 holdings · Q2 2026 13F · top 10 are 63% of the stock portfolio
$20.9M
9.1% of stocks
-3%This quarter-0.3%Since filed6+ qtrsHeldAIQuality63.2#632Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$20.4M
8.9% of stocks
+1.0%This quarter—Since filed6+ qtrsHeld$16.6M
7.2% of stocks
-4%This quarter+8.4%Since filed6+ qtrsHeld$15.6M
6.8% of stocks
-26%This quarter-26.8%Since filed6+ qtrsHeldAIQuality53.1#1,423Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$13.9M
6.0% of stocks
-9%This quarter-9.3%Since filed6+ qtrsHeldAIQuality65.6#468Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row$13.1M
5.7% of stocks
-2%This quarter+0.6%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$12.5M
5.4% of stocks
-0.4%This quarter+5.5%Since filed6+ qtrsHeld$11.7M
5.1% of stocks
-3%This quarter+13.3%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$10.8M
4.7% of stocks
-1%This quarter+7.3%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$8.9M
3.9% of stocks
-2%This quarter-9.9%Since filed6+ qtrsHeld
All holdings — BANYAN CAPITAL MANAGEMENT, INC. (Q2 2026)
55 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | FACTSET RESEARCH SYSTEMS INC | Technology | $7.9M | 3.4% | 34K | -2% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | HEINEKEN HOLDING NV ORD - STOCK | — | $7.8M | 3.4% | 102K | -3% | — | — | 13F |
| 13 | HENRY SCHEIN INC | Healthcare | $7.6M | 3.3% | 91K | -8% | 6+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | ROPER TECHNOLOGIES INC | Technology | $6.7M | 2.9% | 20K | +9% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | WOLTERS KLUWER NV - STOCK | — | $6.6M | 2.9% | 102K | +30% | — | — | 13F |
| 16 | FISERV INC | Financials | $5.5M | 2.4% | 111K | +19% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Airbnb, Inc. | Technology | $5.3M | 2.3% | 37K | -7% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | CHARTER COMMUNICATIONS, INC. /MO/ | Communication Services | $5.2M | 2.2% | 36K | +46% | 6+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | BROWN FORMAN CORP | Consumer Staples | $5.0M | 2.2% | 187K | -5% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | AMERICAN EXPRESS CO | Financials | $3.5M | 1.5% | 10K | -3% | 6+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | DANAHER CORP /DE/ | Healthcare | $3.2M | 1.4% | 17K | -10% | 6+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | AKRE FOCUS ETF - STOCKetf/fund | — | $2.1M | 0.9% | 40K | -0.3% | — | — | 13F |
| 23 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.2M | 0.5% | 4,112 | -2% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | CATERPILLAR INC | Industrials | $953K | 0.4% | 895 | — | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | ELI LILLY & Co | Healthcare | $900K | 0.4% | 750 | — | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $WMT | Walmart Inc. | Consumer Staples | $881K | 0.4% | 7,777 | -7% | |||
| 27 | $JNJ | JOHNSON & JOHNSON | Healthcare | $862K | 0.4% | 3,396 | -3% | |||
| 28 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $804K | 0.3% | 591 | -7% | |||
| 29 | $MRK | Merck & Co., Inc. | Healthcare | $751K | 0.3% | 5,841 | -5% | |||
| 30 | $ABBV | AbbVie Inc. | Healthcare | $735K | 0.3% | 2,919 | -6% | |||
| 31 | $TXN | TEXAS INSTRUMENTS INC | Technology | $706K | 0.3% | 2,370 | -6% | |||
| 32 | $MCD | MCDONALDS CORP | Consumer Discretionary | $662K | 0.3% | 2,449 | -4% | |||
| 33 | $NEM | NEWMONT Corp /DE/ | Materials | $658K | 0.3% | 7,050 | — | |||
| 34 | $KO | COCA COLA CO | Consumer Staples | $637K | 0.3% | 7,836 | -2% | |||
| 35 | $B | BARRICK MINING CORP | Materials | $635K | 0.3% | 17K | — | |||
| 36 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $626K | 0.3% | 4,578 | -1% | |||
| 37 | $JPM | JPMORGAN CHASE & CO | Financials | $592K | 0.3% | 1,810 | -6% | |||
| 38 | $CVX | CHEVRON CORP | Energy | $591K | 0.3% | 3,566 | -1% | |||
| 39 | $ALL | ALLSTATE CORP | Financials | $584K | 0.3% | 2,454 | — | |||
| 40 | $EMR | EMERSON ELECTRIC CO | Industrials | $580K | 0.3% | 4,055 | — | |||
| 41 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $535K | 0.2% | 3,651 | -0.7% | |||
| 42 | $LBRDA | Liberty Broadband Corp | Communication Services | $529K | 0.2% | 16K | -77% | |||
| 43 | $WPM | Wheaton Precious Metals Corp. | Materials | $486K | 0.2% | 4,325 | — | |||
| 44 | $GLD | SPDR GOLD TRUST | Financials | $460K | 0.2% | 1,250 | — | |||
| 45 | $CSCO | CISCO SYSTEMS, INC. | Technology | $435K | 0.2% | 3,701 | — | |||
| 46 | $PSX | Phillips 66 | Energy | $422K | 0.2% | 2,495 | — | |||
| 47 | — | DIMENSIONAL US CORE EQUITY ETF - STOCK | — | $417K | 0.2% | 9,400 | +0.0% | |||
| 48 | $RTX | RTX Corp | Industrials | $399K | 0.2% | 2,105 | -3% | |||
| 49 | $SHEL | Shell plc | Energy | $395K | 0.2% | 5,100 | — | |||
| 50 | $SO | SOUTHERN CO | Utilities | $359K | 0.2% | 3,746 | — | |||
| 51 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $321K | 0.1% | 5,625 | — | |||
| 52 | $DUK | Duke Energy CORP | Utilities | $316K | 0.1% | 2,493 | — | |||
| 53 | $OKE | ONEOK INC /NEW/ | Energy | $304K | 0.1% | 3,500 | — | |||
| 54 | $KMI | KINDER MORGAN, INC. | Energy | $270K | 0.1% | 8,457 | — | |||
| 55 | $VLTO | Veralto Corp | Technology | $237K | 0.1% | 2,673 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 0 new, 6 added to, 32 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.
New positions (0)
No new positions this quarter.
Added to (6)
now $5.2M · held 6+ qtrs, 2 adds in a row
- WOLTERS KLUWER NV - STOCK+30%
now $6.6M
now $5.5M · held 3 qtrs, 3 adds in a row
now $6.7M · held 2 qtrs, 2 adds in a row
now $20.4M · held 6+ qtrs
- DIMENSIONAL US CORE EQUITY ETF - STOCK+0.0%
now $417K
Trimmed (32)
now $15.6M · held 6+ qtrs, 2 trims in a row
$LBRDALiberty Broadband Corp-77%
now $529K · held 3 qtrs
now $13.9M · held 6+ qtrs, 5 trims in a row
now $20.9M · held 6+ qtrs, 2 trims in a row
now $16.6M · held 6+ qtrs
now $7.6M · held 6+ qtrs, 3 trims in a row
+26 more in the Excel export
Sold out (0)
No positions sold out this quarter.
Holdings by quarter
Every 13F BANYAN CAPITAL MANAGEMENT, INC. has filed, 30 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 3, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of BANYAN CAPITAL MANAGEMENT's top 20 holdings: 64/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-1.5%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 13% over the last 4
Top 10 weight
63%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
BANYAN CAPITAL MANAGEMENT, INC. disclosed 55 positions worth $230.1M in its Form 13F-HR for Q2 2026, led by $MKL (MARKEL GROUP INC.) at 9.1% of the equity portfolio, followed by $BRK.B and $CI. The portfolio is most concentrated in Financials (22.7% of disclosed assets). All figures are sourced directly from BANYAN CAPITAL MANAGEMENT, INC.’s Form 13F-HR filing with the SEC under CIK 846600.
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Every holding in BANYAN CAPITAL MANAGEMENT, INC.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.