§ 13F · FUND PROFILE
BANYAN CAPITAL MANAGEMENT, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $220M (13F)Positions · 56Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MKL | MARKEL | 11K | $21M | 9.1% | −2% |
| 2 | BRK/B | BERKSHIRE HATHAWAY B | 40K | $19M | 8.4% | −6% |
| 3 | PHIN | PHINIA | 256K | $17M | 7.5% | −2% |
| 4 | CI | CIGNA | 63K | $17M | 7.2% | +4% |
| 5 | VNT | VONTIER | 434K | $15M | 6.6% | +1% |
| 6 | PH | PARKER HANNIFIN | 16K | $14M | 6.0% | −17% |
| 7 | DG | DOLLAR GENERAL | 116K | $14M | 6.0% | −1% |
| 8 | AAPL | APPLE | 42K | $11M | 4.6% | −5% |
| 9 | LH | LABCORP HOLDINGS | 39K | $10M | 4.5% | −3% |
| 10 | FDS | FACTSET RESH SYS INC | 35K | $8M | 3.3% | NEW |
§ 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 $220 million in assets. The fund runs a portfolio of 56 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed