Arkolith/Funds/Banyan Capital Management, Inc.

Banyan Capital Management, Inc.

CIK 846600
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

Banyan Capital Management, Inc. holds a focused book of 55 stocks worth $230.1M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Ishares Core S&P Total U.S. and trimmed Markel Group Inc. Their largest long position is Markel Group Inc at 9% of the equity book.

Opened
8
bought for the first time
Added to
6
already held, bought more
Trimmed
32
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: focused book

Top 5 holdings
38%
Top 10 holdings
63%
Top 20 holdings
89%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

93% mapped to company sectors

Financials
23%
Information Technology
18%
Consumer Discretionary
17%
Health Care
15%
Industrials
13%
ETF / fund or unclassified
7%
Communication Services
2%
Consumer Staples
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Banyan Capital Management, Inc.

Manager / fundShared namesTheir $ in those
PNC FINANCIAL SERVICES GROUP, INC.62 / 55$72.9B
FMR LLC61 / 55$484.8B
MORGAN STANLEY61 / 55$355.1B
JPMORGAN CHASE & CO61 / 55$351.9B
BANK OF AMERICA CORP /DE/61 / 55$224.3B
NORTHERN TRUST CORP61 / 55$214.8B
GOLDMAN SACHS GROUP INC61 / 55$157.9B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME61 / 55$152.0B

Ranked by how many of Banyan Capital Management, Inc.'s top 55 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

55 positions
#SecurityValueShares% PortLast moveHistory
1Markel
STOCK
$20.9M10.7K
9.1%
−3.2%
Reduced · −352 sh
2Berkshire Hathaway B
STOCK
$20.4M40.9K
8.9%
+1.0%
Added · +392 sh
3CIGNA
STOCK
$16.6M60.1K
7.2%
−3.8%
Reduced · −2K sh
4Phinia
STOCK
$15.6M189.6K
6.8%
−26%
Reduced · −66K sh
5Parker Hannifin
STOCK
$13.9M14.2K
6.0%
−8.9%
Reduced · −1K sh
6Dollar General
STOCK
$13.1M114.2K
5.7%
−2.0%
Reduced · −2K sh
7Vontier
STOCK
$12.5M431.9K
5.4%
−0.4%
Reduced · −2K sh
8APPLE
STOCK
$11.7M40.6K
5.1%
−2.5%
Reduced · −1K sh
9Labcorp Holdings
STOCK
$10.8M38.5K
4.7%
−1.4%
Reduced · −555 sh
10Carmax
STOCK
$8.9M169.2K
3.9%
−1.7%
Reduced · −3K sh
11Factset Resh Sys Inc
STOCK
$7.9M34.3K
3.4%
−1.6%
Reduced · −545 sh
12Heineken Holding NV Ord
STOCK
$7.8M102.4K
3.4%
−2.7%
Reduced · −3K sh
13Henry Schein
STOCK
$7.6M91.3K
3.3%
−7.7%
Reduced · −8K sh
14Roper Technologies
STOCK
$6.7M19.9K
2.9%
+9.3%
Added · +2K sh
15Wolters Kluwer NV
STOCK
$6.6M101.6K
2.8%
+30%
Added · +24K sh
16Fiserv
STOCK
$5.5M111.2K
2.4%
+19%
Added · +18K sh
17Airbnb A
STOCK
$5.3M36.8K
2.3%
−7.0%
Reduced · −3K sh
18Charter Communications
STOCK
$5.2M36.3K
2.2%
+46%
Added · +12K sh
19Brown-Forman B
STOCK
$5.0M186.6K
2.2%
−4.9%
Reduced · −10K sh
20American Express
STOCK
$3.5M10.4K
1.5%
−3.0%
Reduced · −321 sh
21Danaher
STOCK
$3.2M17.1K
1.4%
−9.8%
Reduced · −2K sh
22Akre Focus ETF
STOCK
$2.1M39.9K
0.9%
−0.3%
Reduced · −140 sh
23IBM
STOCK
$1.2M4.1K
0.5%
−1.8%
Reduced · −75 sh
24Caterpillar
STOCK
$953K895
0.4%
Held
25Eli Lilly & Company
STOCK
$900K750
0.4%
Held
26Walmart
STOCK
$881K7.8K
0.4%
−6.6%
Reduced · −550 sh
27Johnson & Johnson
STOCK
$862K3.4K
0.4%
−3.0%
Reduced · −104 sh
28Grainger W W Inc
STOCK
$804K591
0.3%
−6.8%
Reduced · −43 sh
29MERCK
STOCK
$751K5.8K
0.3%
−5.0%
Reduced · −308 sh
30Abbvie
STOCK
$735K2.9K
0.3%
−6.4%
Reduced · −200 sh
31Texas Instruments
STOCK
$706K2.4K
0.3%
−6.0%
Reduced · −150 sh
32McDonald's
STOCK
$662K2.4K
0.3%
−3.9%
Reduced · −100 sh
33Newmont Corporation
STOCK
$658K7.0K
0.3%
Held
34Coca Cola
STOCK
$637K7.8K
0.3%
−1.8%
Reduced · −145 sh
35Barrick Mining Corp
STOCK
$635K17.3K
0.3%
Held
36Exxon Mobil
STOCK
$626K4.6K
0.3%
−1.2%
Reduced · −56 sh
37JPMorgan Chase
STOCK
$592K1.8K
0.3%
−5.7%
Reduced · −110 sh
38Chevron
STOCK
$591K3.6K
0.3%
−1.4%
Reduced · −52 sh
39Allstate Corp
STOCK
$584K2.5K
0.3%
Held
40Emerson Electric
STOCK
$580K4.1K
0.3%
Held
41Procter & Gamble
STOCK
$535K3.7K
0.2%
−0.7%
Reduced · −24 sh
42Liberty Broadband C
STOCK
$529K15.9K
0.2%
−77%
Reduced · −54K sh
43Wheaton Precious Metals
STOCK
$486K4.3K
0.2%
Held
44SPDR Gold Shares ETF
STOCK
$460K1.3K
0.2%
Held
45CISCO
STOCK
$435K3.7K
0.2%
Held
46Phillips 66
STOCK
$422K2.5K
0.2%
Held
47Dimensional US Core Equity ETF
STOCK
$417K9.4K
0.2%
~0%
Added · +4 sh
48RTX Corp
STOCK
$399K2.1K
0.2%
−2.8%
Reduced · −60 sh
49Shell PLC
STOCK
$395K5.1K
0.2%
Held
50Southern Company
STOCK
$359K3.7K
0.2%
Held
Showing 50 of 55 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 202655$230.1M13F-HR
Q1 2026Mar 31, 2026May 1, 202655$232.1M13F-HR
Q4 2025Dec 31, 2025Feb 2, 202655$230.1M13F-HR
Q3 2025Sep 30, 2025Nov 3, 202556$220.2M13F-HR
Q2 2025Jun 30, 2025Jul 15, 202519$194.5M13F-HR
Q1 2025Mar 31, 2025May 2, 202516$177.1M13F-HR
Q4 2024Dec 31, 2024Feb 3, 202516$166.7M13F-HR
Q3 2024Sep 30, 2024Nov 7, 202416$172.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.