BANYAN CAPITAL MANAGEMENT, INC.
Long book
$232.1M
Q1 2026
Positions
55
Top-10 weight
63%
concentration
Last quarter
+4.2%
SPY +14.8%
Turnover
10%
of book per quarter
Strategy in plain words
auto-generated from filingsBANYAN CAPITAL MANAGEMENT, INC. is a concentrated fundamental stock-picker, running a $232.1M US long book across 55 positions.
The portfolio is concentrated: the top 10 names carry 63% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: MARKEL GROUP INC, BERKSHIRE HATHAWAY INC-CL B, PHINIA INC, THE CIGNA GROUP, VONTIER CORP.
Over the last 9 quarters its long book ran on average 2.7pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-3.5%
Q2 2024
+8.6%
Q3 2024
+0.5%
Q4 2024
+1.9%
Q1 2025
+5.2%
Q2 2025
-1.3%
Q3 2025
+3.4%
Q4 2025
-3.0%
Q1 2026
+4.2%
Sector allocation
Financials 28%
Technology 20%
Industrials 15%
Consumer discretionary 14%
Healthcare 6%
Services media 5%
Communications 4%
Other 4%
Long book by quarter
What does BANYAN CAPITAL own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| MKL MARKEL GROUP INC | Financials | 11.1K | $21.2M | 9.1% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 40.5K | $19.4M | 8.4% | Held |
| PHIN PHINIA INC | Industrials | 255.5K | $17.5M | 7.5% | Held |
| CI THE CIGNA GROUP | Financials | 62.6K | $16.7M | 7.2% | Held |
| VNT VONTIER CORP | Technology | 433.6K | $15.4M | 6.6% | Held |
| PH PARKER HANNIFIN CORP | Industrials | 15.6K | $13.9M | 6.0% | Held |
| DG DOLLAR GENERAL CORP | Consumer discretionary | 116.5K | $13.8M | 6.0% | Held |
| AAPL APPLE INC | Technology | 41.6K | $10.6M | 4.6% | Held |
| LH LABCORP HOLDINGS INC | Healthcare | 39.1K | $10.4M | 4.5% | Held |
| FDS FACTSET RESEARCH SYSTEMS INC | Technology | 34.8K | $7.6M | 3.3% | Held |
| HEIO HEINEKEN HOLDING NV | — | 105.2K | $7.5M | 3.2% | Held |
| HSIC HENRY SCHEIN INC | Consumer discretionary | 98.9K | $7.3M | 3.1% | Held |
| KMX CARMAX INC | Consumer discretionary | 172.2K | $7.2M | 3.1% | Held |
| ROP ROPER TECHNOLOGIES INC | Technology | 18.2K | $6.4M | 2.8% | Held |
| CHTR CHARTER COMMUNICATIONS INC-A | Communications | 24.8K | $5.3M | 2.3% | Held |
| FISV FISERV INC | Services media | 93.4K | $5.2M | 2.2% | Held |
| BF/B BROWN-FORMAN CORP-CLASS B | Consumer staples | 196.3K | $5.2M | 2.2% | Held |
| ABNB AIRBNB INC-CLASS A | Services media | 39.6K | $5.0M | 2.2% | Held |
| DHR DANAHER CORP | Technology | 18.9K | $3.6M | 1.5% | Held |
| LBRDK LIBERTY BROADBAND-C | Communications | 69.9K | $3.5M | 1.5% | Held |
| AXP AMERICAN EXPRESS CO | Financials | 10.7K | $3.2M | 1.4% | Held |
| WMT WALMART INC | Consumer discretionary | 8.3K | $1.0M | 0.4% | Held |
| IBM INTL BUSINESS MACHINES CORP | Technology | 4.2K | $1.0M | 0.4% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 3.5K | $856K | 0.4% | Held |
| MCD MCDONALD'S CORP | Consumer discretionary | 2.5K | $792K | 0.3% | Held |
| XOM EXXON MOBIL CORP | Energy | 4.6K | $786K | 0.3% | Held |
| NEM NEWMONT CORP | Materials | 7.0K | $763K | 0.3% | Held |
| CVX CHEVRON CORP | Energy | 3.6K | $749K | 0.3% | Held |
| MRK MERCK & CO. INC. | Healthcare | 6.1K | $740K | 0.3% | Held |
| B BARRICK MINING CORP | Materials | 17.3K | $706K | 0.3% | Held |
| GWW WW GRAINGER INC | Consumer discretionary | 634 | $692K | 0.3% | Held |
| LLY ELI LILLY & CO | Healthcare | 750 | $690K | 0.3% | Held |
| ABBV ABBVIE INC | Healthcare | 3.1K | $678K | 0.3% | Held |
| CAT CATERPILLAR INC | Industrials | 895 | $634K | 0.3% | Held |
| KO COCA-COLA CO/THE | Consumer staples | 8.0K | $607K | 0.3% | Held |
| WPM WHEATON PRECIOUS METALS CORP | Materials | 4.3K | $567K | 0.2% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 1.9K | $565K | 0.2% | Held |
| EMR EMERSON ELECTRIC CO | Industrials | 4.1K | $531K | 0.2% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 3.7K | $531K | 0.2% | Held |
| ALL ALLSTATE CORP | Financials | 2.5K | $509K | 0.2% | Held |
| TXN TEXAS INSTRUMENTS INC | Technology | 2.5K | $489K | 0.2% | Held |
| PSX PHILLIPS 66 | Energy | 2.5K | $455K | 0.2% | Held |
| RTX RTX CORP | Industrials | 2.2K | $418K | 0.2% | Held |
| SO SOUTHERN CO/THE | Utilities | 3.7K | $362K | 0.2% | Held |
| DUK DUKE ENERGY CORP | Utilities | 2.5K | $326K | 0.1% | Held |
| OKE ONEOK INC | Utilities | 3.5K | $316K | 0.1% | Held |
| CSCO CISCO SYSTEMS INC | Technology | 3.7K | $287K | 0.1% | Held |
| KMI KINDER MORGAN INC | Utilities | 8.5K | $284K | 0.1% | Held |
| BAC BANK OF AMERICA CORP | Financials | 5.6K | $274K | 0.1% | Held |
| VLTO VERALTO CORP | Technology | 2.7K | $236K | 0.1% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 1, 2026 | 55 | $232.1M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 2, 2026 | 55 | $230.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 3, 2025 | 56 | $220.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 15, 2025 | 19 | $194.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 2, 2025 | 16 | $177.1M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 3, 2025 | 16 | $166.7M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 7, 2024 | 16 | $172.6M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 12, 2024 | 18 | $165.5M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 3, 2024 | 20 | $176.4M | $K fixed canonical | SEC ↗ |
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