Banyan Capital Management, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 3, 2026), Banyan Capital Management, Inc. reported 55 stock positions worth $230.1 million. Its top holding was Markel (MKL) at 9.1% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 8.9%) and Cigna (CI, 7.2%). Compared with Q1 2026, it added to 6 and reduced 32. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +1%) and the biggest sale Liberty Broadband-C (LBRDK, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0000846600
- Portfolio Value
- $230.1M (Q2 2026)
- SEC Filing
- 0000846600-26-000003 ↗ filed Aug 3, 2026
Holdings Value
Holdings 55 stocks · $230.1M
| MKL Markel Group Inc. | 9.08% | 10,701 | $20.9M | Reduce -3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 8.88% | 40,853 | $20.4M | Add +1.0% |
| CI The Cigna Group | 7.21% | 60,148 | $16.6M | Reduce -3.9% |
| PHIN Phinia Inc. | 6.79% | 189,567 | $15.6M | Reduce -25.8% |
| PH Parker Hannifin Corp. | 6.03% | 14,184 | $13.9M | Reduce -8.9% |
| DG Dollar General Corp. | 5.71% | 114,162 | $13.1M | Reduce -2.0% |
| VNT Vontier Corp. | 5.44% | 431,861 | $12.5M | Reduce -0.4% |
| AAPL Apple Inc. | 5.10% | 40,584 | $11.7M | Reduce -2.5% |
| LH Labcorp Holdings Inc. | 4.69% | 38,533 | $10.8M | Reduce -1.4% |
| KMX Carmax Inc. | 3.89% | 169,214 | $8.9M | Reduce -1.7% |
| FDS Factset Research Systems Inc. | 3.43% | 34,282 | $7.9M | Reduce -1.6% |
| HKHHF Heineken Holding NV | 3.39% | 102,354 | $7.8M | Reduce -2.7% |
| HSIC Henry Schein Inc. filed as SCHEIN HENRY INC | 3.31% | 91,259 | $7.6M | Reduce -7.7% |
| ROP Roper Technologies Inc. | 2.92% | 19,882 | $6.7M | Add +9.3% |
| WTKWY Wolters Kluwer NV-Spons ADR | 2.85% | 101,636 | $6.6M | Add +30.4% |
| FISV Fiserv Inc. | 2.37% | 111,244 | $5.5M | Add +19.2% |
| ABNB Airbnb Inc. Class A | 2.29% | 36,819 | $5.3M | Reduce -7.0% |
| CHTR Charter Communications Inc. Class A | 2.24% | 36,300 | $5.2M | Add +46.5% |
| BF.B Brown-Forman Corp. Class B | 2.16% | 186,621 | $5.0M | Reduce -4.9% |
| AXP American Express Co. | 1.53% | 10,379 | $3.5M | Reduce -3.0% |
| DHR Danaher Corp. | 1.41% | 17,050 | $3.2M | Reduce -9.8% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.92% | 39,916 | $2.1M | Reduce -0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.50% | 4,112 | $1.2M | Reduce -1.8% |
| CAT Caterpillar Inc. | 0.41% | 895 | $953K | No change |
| LLY Eli Lilly & Co. | 0.39% | 750 | $900K | No change |
| WMT Walmart Inc. | 0.38% | 7,777 | $881K | Reduce -6.6% |
| JNJ Johnson & Johnson | 0.37% | 3,396 | $862K | Reduce -3.0% |
| GWW WW Grainger Inc. | 0.35% | 591 | $804K | Reduce -6.8% |
| MRK Merck & Co. Inc. | 0.33% | 5,841 | $751K | Reduce -5.0% |
| ABBV Abbvie Inc. | 0.32% | 2,919 | $735K | Reduce -6.4% |
| TXN Texas Instruments Inc. | 0.31% | 2,370 | $706K | Reduce -6.0% |
| MCD McDonald's Corp. | 0.29% | 2,449 | $662K | Reduce -3.9% |
| NEM Newmont Corp. | 0.29% | 7,050 | $658K | No change |
| KO The Coca-Cola Co. | 0.28% | 7,836 | $637K | Reduce -1.8% |
| B Barrick Mining Corp. | 0.28% | 17,300 | $635K | No change |
| XOM Exxon Mobil Corp. | 0.27% | 4,578 | $626K | Reduce -1.2% |
| JPM JPMorgan Chase & Co. | 0.26% | 1,810 | $592K | Reduce -5.7% |
| CVX Chevron Corp. | 0.26% | 3,566 | $591K | Reduce -1.4% |
| ALL Allstate Corp. | 0.25% | 2,454 | $584K | No change |
| EMR Emerson Electric Co. | 0.25% | 4,055 | $580K | No change |
| PG The Procter & Gamble Co. | 0.23% | 3,651 | $535K | Reduce -0.7% |
| LBRDK Liberty Broadband-C | 0.23% | 15,911 | $529K | Reduce -77.2% |
| WPM Wheaton Precious Metals Corp. | 0.21% | 4,325 | $486K | No change |
| GLD SPDR Gold Shares | 0.20% | 1,250 | $460K | No change |
| CSCO Cisco Systems Inc. | 0.19% | 3,701 | $435K | No change |
| PSX Phillips 66 | 0.18% | 2,495 | $422K | No change |
| DFAC Dimensional US Core Equity 2 | 0.18% | 9,400 | $417K | Add +0.0% |
| RTX RTX Corp. | 0.17% | 2,105 | $399K | Reduce -2.8% |
| SHEL Shell PLC-ADR | 0.17% | 5,100 | $395K | No change |
| SO The Southern Co. | 0.16% | 3,746 | $359K | No change |
| BAC Bank of America Corp. | 0.14% | 5,625 | $321K | No change |
| DUK Duke Energy Corp. | 0.14% | 2,493 | $316K | No change |
| OKE Oneok Inc. | 0.13% | 3,500 | $304K | No change |
| KMI Kinder Morgan Inc. | 0.12% | 8,457 | $270K | No change |
| VLTO Veralto Corp. | 0.10% | 2,673 | $237K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| LBRDK Liberty Broadband-C | Reduce -77.2% | 0.23% | −1.28 |
| VNT Vontier Corp. | Reduce -0.4% | 5.44% | −1.18 |
| PHIN Phinia Inc. | Reduce -25.8% | 6.79% | −0.75 |
| DG Dollar General Corp. | Reduce -2.0% | 5.71% | −0.25 |
| DHR Danaher Corp. | Reduce -9.8% | 1.41% | −0.13 |
| BF.B Brown-Forman Corp. Class B | Reduce -4.9% | 2.16% | −0.07 |
| XOM Exxon Mobil Corp. | Reduce -1.2% | 0.27% | −0.07 |
| CVX Chevron Corp. | Reduce -1.4% | 0.26% | −0.07 |
| WMT Walmart Inc. | Reduce -6.6% | 0.38% | −0.06 |
| MCD McDonald's Corp. | Reduce -3.9% | 0.29% | −0.05 |
| MKL Markel Group Inc. | Reduce -3.2% | 9.08% | −0.03 |
| RTX RTX Corp. | Reduce -2.8% | 0.17% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -0.7% | 0.23% | +0.00 |
| JNJ Johnson & Johnson | Reduce -3.0% | 0.37% | +0.01 |
| MRK Merck & Co. Inc. | Reduce -5.0% | 0.33% | +0.01 |
| AKRE Akre Focus ETF | Reduce -0.3% | 0.92% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -5.7% | 0.26% | +0.01 |
| KO The Coca-Cola Co. | Reduce -1.8% | 0.28% | +0.02 |
| CI The Cigna Group | Reduce -3.9% | 7.21% | +0.02 |
| PH Parker Hannifin Corp. | Reduce -8.9% | 6.03% | +0.02 |
| ABBV Abbvie Inc. | Reduce -6.4% | 0.32% | +0.03 |
| GWW WW Grainger Inc. | Reduce -6.8% | 0.35% | +0.05 |
| IBM Intl Business Machines Corp. | Reduce -1.8% | 0.50% | +0.07 |
| TXN Texas Instruments Inc. | Reduce -6.0% | 0.31% | +0.10 |
| AXP American Express Co. | Reduce -3.0% | 1.53% | +0.13 |
| ABNB Airbnb Inc. Class A | Reduce -7.0% | 2.29% | +0.13 |
| FDS Factset Research Systems Inc. | Reduce -1.6% | 3.43% | +0.17 |
| HSIC Henry Schein Inc. | Reduce -7.7% | 3.31% | +0.17 |
| HKHHF Heineken Holding NV | Reduce -2.7% | 3.39% | +0.18 |
| LH Labcorp Holdings Inc. | Reduce -1.4% | 4.69% | +0.19 |
| AAPL Apple Inc. | Reduce -2.5% | 5.10% | +0.55 |
| KMX Carmax Inc. | Reduce -1.7% | 3.89% | +0.80 |
Portfolio Buys Q1 2026 → Q2 2026
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.0% | 8.88% | +0.53 |
| WTKWY Wolters Kluwer NV-Spons ADR | Add +30.4% | 2.85% | +0.34 |
| ROP Roper Technologies Inc. | Add +9.3% | 2.92% | +0.15 |
| FISV Fiserv Inc. | Add +19.2% | 2.37% | +0.13 |
| DFAC Dimensional US Core Equity 2 | Add +0.0% | 0.18% | +0.02 |
| CHTR Charter Communications Inc. Class A | Add +46.5% | 2.24% | −0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 55 | $230.1M | MKL, BRK.B, CI, PHIN, PH |
| Q1 2026 | 55 | $232.1M | MKL, BRK.B, PHIN, CI, VNT |
| Q4 2025 | 55 | $230.1M | MKL, BRK.B, CI, PH, PHIN |
| Q3 2025 | 56 | $220.2M | BRK.B, MKL, VNT, CI, PH |
| Q2 2025 | 19 | $194.5M | MKL, BRK.B, CI, VNT, PH |
| Q1 2025 | 16 | $177.1M | BRK.B, MKL, CI, VNT, PH |
| Q4 2024 | 16 | $166.7M | BRK.B, MKL, CI, VNT, PH |
| Q3 2024 | 16 | $172.6M | BRK.B, CI, MKL, PH, VNT |
| Q2 2024 | 17 | $165.5M | BRK.B, CI, MKL, VNT, AAPL |
| Q1 2024 | 19 | $176.4M | CI, BRK.B, VNT, MKL, PH |