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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
93% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Banyan Capital Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | 62 / 55 | $72.9B |
| FMR LLC | 61 / 55 | $484.8B |
| MORGAN STANLEY | 61 / 55 | $355.1B |
| JPMORGAN CHASE & CO | 61 / 55 | $351.9B |
| BANK OF AMERICA CORP /DE/ | 61 / 55 | $224.3B |
| NORTHERN TRUST CORP | 61 / 55 | $214.8B |
| GOLDMAN SACHS GROUP INC | 61 / 55 | $157.9B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 61 / 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.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Markel STOCK | $20.9M | 10.7K | 9.1% | ▼−3.2% Reduced · −352 sh | |
| 2 | Berkshire Hathaway B STOCK | $20.4M | 40.9K | 8.9% | ▲+1.0% Added · +392 sh | |
| 3 | CIGNA STOCK | $16.6M | 60.1K | 7.2% | ▼−3.8% Reduced · −2K sh | |
| 4 | Phinia STOCK | $15.6M | 189.6K | 6.8% | ▼−26% Reduced · −66K sh | |
| 5 | Parker Hannifin STOCK | $13.9M | 14.2K | 6.0% | ▼−8.9% Reduced · −1K sh | |
| 6 | Dollar General STOCK | $13.1M | 114.2K | 5.7% | ▼−2.0% Reduced · −2K sh | |
| 7 | Vontier STOCK | $12.5M | 431.9K | 5.4% | ▼−0.4% Reduced · −2K sh | |
| 8 | APPLE STOCK | $11.7M | 40.6K | 5.1% | ▼−2.5% Reduced · −1K sh | |
| 9 | Labcorp Holdings STOCK | $10.8M | 38.5K | 4.7% | ▼−1.4% Reduced · −555 sh | |
| 10 | Carmax STOCK | $8.9M | 169.2K | 3.9% | ▼−1.7% Reduced · −3K sh | |
| 11 | Factset Resh Sys Inc STOCK | $7.9M | 34.3K | 3.4% | ▼−1.6% Reduced · −545 sh | |
| 12 | Heineken Holding NV Ord STOCK | $7.8M | 102.4K | 3.4% | ▼−2.7% Reduced · −3K sh | |
| 13 | Henry Schein STOCK | $7.6M | 91.3K | 3.3% | ▼−7.7% Reduced · −8K sh | |
| 14 | Roper Technologies STOCK | $6.7M | 19.9K | 2.9% | ▲+9.3% Added · +2K sh | |
| 15 | Wolters Kluwer NV STOCK | $6.6M | 101.6K | 2.8% | ▲+30% Added · +24K sh | |
| 16 | Fiserv STOCK | $5.5M | 111.2K | 2.4% | ▲+19% Added · +18K sh | |
| 17 | Airbnb A STOCK | $5.3M | 36.8K | 2.3% | ▼−7.0% Reduced · −3K sh | |
| 18 | Charter Communications STOCK | $5.2M | 36.3K | 2.2% | ▲+46% Added · +12K sh | |
| 19 | Brown-Forman B STOCK | $5.0M | 186.6K | 2.2% | ▼−4.9% Reduced · −10K sh | |
| 20 | American Express STOCK | $3.5M | 10.4K | 1.5% | ▼−3.0% Reduced · −321 sh | |
| 21 | Danaher STOCK | $3.2M | 17.1K | 1.4% | ▼−9.8% Reduced · −2K sh | |
| 22 | Akre Focus ETF STOCK | $2.1M | 39.9K | 0.9% | ▼−0.3% Reduced · −140 sh | |
| 23 | IBM STOCK | $1.2M | 4.1K | 0.5% | ▼−1.8% Reduced · −75 sh | |
| 24 | Caterpillar STOCK | $953K | 895 | 0.4% | —Held | |
| 25 | Eli Lilly & Company STOCK | $900K | 750 | 0.4% | —Held | |
| 26 | Walmart STOCK | $881K | 7.8K | 0.4% | ▼−6.6% Reduced · −550 sh | |
| 27 | Johnson & Johnson STOCK | $862K | 3.4K | 0.4% | ▼−3.0% Reduced · −104 sh | |
| 28 | Grainger W W Inc STOCK | $804K | 591 | 0.3% | ▼−6.8% Reduced · −43 sh | |
| 29 | MERCK STOCK | $751K | 5.8K | 0.3% | ▼−5.0% Reduced · −308 sh | |
| 30 | Abbvie STOCK | $735K | 2.9K | 0.3% | ▼−6.4% Reduced · −200 sh | |
| 31 | Texas Instruments STOCK | $706K | 2.4K | 0.3% | ▼−6.0% Reduced · −150 sh | |
| 32 | McDonald's STOCK | $662K | 2.4K | 0.3% | ▼−3.9% Reduced · −100 sh | |
| 33 | Newmont Corporation STOCK | $658K | 7.0K | 0.3% | —Held | |
| 34 | Coca Cola STOCK | $637K | 7.8K | 0.3% | ▼−1.8% Reduced · −145 sh | |
| 35 | Barrick Mining Corp STOCK | $635K | 17.3K | 0.3% | —Held | |
| 36 | Exxon Mobil STOCK | $626K | 4.6K | 0.3% | ▼−1.2% Reduced · −56 sh | |
| 37 | JPMorgan Chase STOCK | $592K | 1.8K | 0.3% | ▼−5.7% Reduced · −110 sh | |
| 38 | Chevron STOCK | $591K | 3.6K | 0.3% | ▼−1.4% Reduced · −52 sh | |
| 39 | Allstate Corp STOCK | $584K | 2.5K | 0.3% | —Held | |
| 40 | Emerson Electric STOCK | $580K | 4.1K | 0.3% | —Held | |
| 41 | Procter & Gamble STOCK | $535K | 3.7K | 0.2% | ▼−0.7% Reduced · −24 sh | |
| 42 | Liberty Broadband C STOCK | $529K | 15.9K | 0.2% | ▼−77% Reduced · −54K sh | |
| 43 | Wheaton Precious Metals STOCK | $486K | 4.3K | 0.2% | —Held | |
| 44 | SPDR Gold Shares ETF STOCK | $460K | 1.3K | 0.2% | —Held | |
| 45 | CISCO STOCK | $435K | 3.7K | 0.2% | —Held | |
| 46 | Phillips 66 STOCK | $422K | 2.5K | 0.2% | —Held | |
| 47 | Dimensional US Core Equity ETF STOCK | $417K | 9.4K | 0.2% | ▲~0% Added · +4 sh | |
| 48 | RTX Corp STOCK | $399K | 2.1K | 0.2% | ▼−2.8% Reduced · −60 sh | |
| 49 | Shell PLC STOCK | $395K | 5.1K | 0.2% | —Held | |
| 50 | Southern Company STOCK | $359K | 3.7K | 0.2% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/846600/holdings"
Use Arkolith to show BANYAN CAPITAL MANAGEMENT, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 3, 2026 | 55 | $230.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 55 | $232.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 55 | $230.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 56 | $220.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 19 | $194.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 16 | $177.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2025 | 16 | $166.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 16 | $172.6M | 13F-HR |
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.