§ 13F · FUND PROFILE
BANYAN CAPITAL MANAGEMENT, INC..
AUM · $230M (13F)Positions · 55Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MKL | MARKEL | 11K | $21M | 9.1% | −3% |
| 2 | BRK/B | BERKSHIRE HATHAWAY B | 41K | $20M | 8.9% | +1% |
| 3 | CI | CIGNA | 60K | $17M | 7.2% | −4% |
| 4 | PHIN | PHINIA | 190K | $16M | 6.8% | −26% |
| 5 | PH | PARKER HANNIFIN | 14K | $14M | 6.0% | −9% |
| 6 | DG | DOLLAR GENERAL | 114K | $13M | 5.7% | −2% |
| 7 | VNT | VONTIER | 432K | $13M | 5.4% | ±0% |
| 8 | AAPL | APPLE | 41K | $12M | 5.1% | −3% |
| 9 | LH | LABCORP HOLDINGS | 39K | $11M | 4.7% | −1% |
| 10 | KMX | CARMAX | 169K | $9M | 3.9% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BANYAN SIGNAL
AC read
BANYAN CAPITAL MANAGEMENT, INC. is a Other fund managing $230 million in assets. The fund runs a portfolio of 55 positions.
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