Banyan Capital Management, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 3, 2024), Banyan Capital Management, Inc. reported 19 stock positions worth $176.4 million. Its top holding was Cigna (CI) at 11.1% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 10.8%) and Vontier (VNT, 10.3%). Compared with Q4 2023, it opened 1 new position, sold out of 1, added to 8 and reduced 9. The biggest buy was a new position in Henry Schein (HSIC) and the biggest sale Apple (AAPL, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0000846600
- Portfolio Value
- $176.4M (Q1 2024)
- SEC Filing
- 0001085146-24-002210 ↗ filed May 3, 2024
Holdings Value
Holdings 19 stocks · $176.4M
| CI The Cigna Group | 11.14% | 54,123 | $19.7M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 10.85% | 45,502 | $19.1M | Reduce -0.2% |
| VNT Vontier Corp. | 10.30% | 400,463 | $18.2M | Reduce -0.1% |
| MKL Markel Group Inc. | 9.39% | 10,881 | $16.6M | Add +0.0% |
| PH Parker Hannifin Corp. | 8.41% | 26,688 | $14.8M | Reduce -12.9% |
| KMX Carmax Inc. | 6.42% | 129,981 | $11.3M | Add +0.6% |
| AAPL Apple Inc. | 6.37% | 65,477 | $11.2M | Reduce -4.6% |
| AXP American Express Co. | 6.14% | 47,550 | $10.8M | Reduce -24.7% |
| LSXMK Liberty Media Corp.-Liber-New | 5.75% | 341,521 | $10.1M | Add +0.6% |
| PHIN Phinia Inc. | 5.31% | 243,520 | $9.4M | Add +0.8% |
| CHTR Charter Communications Inc. Class A | 4.52% | 27,443 | $8.0M | Add +0.2% |
| LH Laboratory CRP of Amer Hldgs | 4.32% | 34,856 | $7.6M | Add +0.1% |
| DHR Danaher Corp. | 3.51% | 24,819 | $6.2M | Reduce -2.6% |
| HSIC Henry Schein Inc. | 3.33% | 77,692 | $5.9M | New |
| HKHHF Heineken Holding NV | 3.06% | 66,906 | $5.4M | Add +7.2% |
| LBRDK Liberty Broadband-C | 0.78% | 23,961 | $1.4M | Add +7.3% |
| VLTO Veralto Corp. | 0.18% | 3,657 | $324K | Reduce -56.9% |
| FTRE Fortrea Holdings Inc. | 0.16% | 6,917 | $278K | Reduce -70.4% |
| LBRDA Liberty Broadband-A | 0.08% | 2,405 | $137K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -4.6% | 6.37% | −1.74 |
| AXP American Express Co. | Reduce -24.7% | 6.14% | −1.11 |
| LLYVK Liberty Media Corp.-Liberty-C | Sold out | 0.00% | −1.10 |
| FTRE Fortrea Holdings Inc. | Reduce -70.4% | 0.16% | −0.34 |
| PH Parker Hannifin Corp. | Reduce -12.9% | 8.41% | −0.25 |
| VLTO Veralto Corp. | Reduce -56.9% | 0.18% | −0.24 |
| DHR Danaher Corp. | Reduce -2.6% | 3.51% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 10.85% | +0.88 |
| CI The Cigna Group | Reduce -0.6% | 11.14% | +1.15 |
| VNT Vontier Corp. | Reduce -0.1% | 10.30% | +1.81 |
Portfolio Buys Q4 2023 → Q1 2024
| HSIC Henry Schein Inc. | New | 3.33% | +3.33 |
| PHIN Phinia Inc. | Add +0.8% | 5.31% | +0.82 |
| KMX Carmax Inc. | Add +0.6% | 6.42% | +0.34 |
| MKL Markel Group Inc. | Add +0.0% | 9.39% | −0.09 |
| HKHHF Heineken Holding NV | Add +7.2% | 3.06% | −0.18 |
| LSXMK Liberty Media Corp.-Liber-New | Add +0.6% | 5.75% | −0.24 |
| LBRDK Liberty Broadband-C | Add +7.3% | 0.78% | −0.33 |
| LH Laboratory CRP of Amer Hldgs | Add +0.1% | 4.32% | −0.54 |
| CHTR Charter Communications Inc. Class A | Add +0.2% | 4.52% | −2.01 |
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 |