Banyan Capital Management, Inc.
Banyan Capital Management, Inc. reported 55 holdings worth US$230M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 3, 2026
Banyan Capital Management, Inc. reported 55 holdings worth US$230M as of Jun 30, 2026. Largest: Markel Group Inc., Berkshire Hathaway Inc. and The Cigna Group. Filed Aug 3, 2026 (Form 13F).
- Holdings
- 55
- Value as reported
- US$230M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Markel Group Inc. | 10,701 | US$20.9M | 9.1% |
| Berkshire Hathaway Inc. | 40,853 | US$20.4M | 8.9% |
| The Cigna Group | 60,148 | US$16.6M | 7.2% |
| Phinia Inc. | 190K | US$15.6M | 6.8% |
| Parker-hannifin Corporation | 14,184 | US$13.9M | 6.0% |
| Dollar General Corporation | 114K | US$13.1M | 5.7% |
| Vontier Corporation | 432K | US$12.5M | 5.4% |
| Apple Inc | 40,584 | US$11.7M | 5.1% |
| Labcorp Holdings Inc. | 38,533 | US$10.8M | 4.7% |
| Carmax Inc | 169K | US$8.95M | 3.9% |
| Factset Research Systems Inc. | 34,282 | US$7.89M | 3.4% |
| Henry Schein, Inc. | 91,259 | US$7.62M | 3.3% |
| Roper Technologies, Inc. | 19,882 | US$6.73M | 2.9% |
| Wolters Kluwer N.v. | 102K | US$6.55M | 2.8% |
| Fiserv, Inc. | 111K | US$5.46M | 2.4% |
| Airbnb, Inc. | 36,819 | US$5.27M | 2.3% |
| Charter Communications, Inc. | 36,300 | US$5.16M | 2.2% |
| Brown Forman Inc | 187K | US$4.97M | 2.2% |
| American Express Company | 10,379 | US$3.51M | 1.5% |
| Danaher Corporation | 17,050 | US$3.25M | 1.4% |
| International Business Machines Corporation | 4,112 | US$1.16M | 0.50% |
| Caterpillar, Inc. | 895 | US$953K | 0.41% |
| Eli Lilly And Company | 750 | US$900K | 0.39% |
| Walmart Inc. | 7,777 | US$881K | 0.38% |
| Johnson & Johnson | 3,396 | US$862K | 0.37% |
| W.w. Grainger, Inc. | 591 | US$804K | 0.35% |
| Merck & Company, Inc. | 5,841 | US$751K | 0.33% |
| Abbvie Inc. | 2,919 | US$735K | 0.32% |
| Texas Instruments Incorporated | 2,370 | US$706K | 0.31% |
| Mcdonald's Corporation | 2,449 | US$662K | 0.29% |
| Newmont Corporation | 7,050 | US$658K | 0.29% |
| Coca-cola Company (the) | 7,836 | US$637K | 0.28% |
| Barrick Mining Corporation | 17,300 | US$635K | 0.28% |
| Exxon Mobil Corporation | 4,578 | US$626K | 0.27% |
| Jp Morgan Chase & Co. | 1,810 | US$592K | 0.26% |
| Chevron Corporation | 3,566 | US$591K | 0.26% |
| Allstate Corporation (the) | 2,454 | US$584K | 0.25% |
| Emerson Electric Company | 4,055 | US$580K | 0.25% |
| Procter & Gamble Company (the) | 3,651 | US$535K | 0.23% |
| Liberty Broadband Corporation | 15,911 | US$529K | 0.23% |
| Wheaton Precious Metals Corp | 4,325 | US$486K | 0.21% |
| Cisco Systems, Inc. | 3,701 | US$435K | 0.19% |
| Phillips 66 | 2,495 | US$422K | 0.18% |
| Rtx Corporation | 2,105 | US$399K | 0.17% |
| Shell Plc | 5,100 | US$395K | 0.17% |
| Southern Company (the) | 3,746 | US$359K | 0.16% |
| Bank Of America Corporation | 5,625 | US$321K | 0.14% |
| Duke Energy Corporation (holding Company) | 2,493 | US$316K | 0.14% |
| Oneok, Inc. | 3,500 | US$304K | 0.13% |
| Kinder Morgan, Inc. | 8,457 | US$270K | 0.12% |
| Veralto Corp | 2,673 | US$237K | 0.10% |
Source
View original at SEC
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