Banyan Captial Management
Latest statistics and disclosures from Banyan Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MKL, BRK.B, CI, PH, PHIN, and represent 41.34% of Banyan Capital Management's stock portfolio.
- Added to shares of these 6 stocks: FISV (+$6.1M), LBRDK, AKRE, BF.B, ABNB, DFAC.
- Started 3 new stock positions in LBRDK, FISV, AKRE.
- Reduced shares in these 10 stocks: CHTR, PH, KMX, NVDA, BRK.B, DD, HSIC, AAPL, LEU, ITOT.
- Sold out of its positions in LEU, DD, ITOT, NVDA.
- Banyan Capital Management was a net buyer of stock by $2.5M.
- Banyan Capital Management has $230M in assets under management (AUM), dropping by 4.50%.
- Central Index Key (CIK): 0000846600
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Portfolio Holdings for Banyan Capital Management
Banyan Capital Management holds 55 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Markel Stock (MKL) | 10.5 | $24M | 11k | 2149.65 |
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| Berkshire Hathaway B Stock (BRK.B) | 9.4 | $22M | 43k | 502.65 |
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| Cigna Stock (CI) | 7.2 | $17M | 60k | 275.23 |
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| Parker Hannifin Stock (PH) | 7.1 | $16M | -9% | 19k | 878.96 |
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| Phinia Stock (PHIN) | 7.1 | $16M | 260k | 62.69 |
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| Vontier Stock (VNT) | 6.9 | $16M | 429k | 37.18 |
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| Dollar General Stock (DG) | 6.8 | $16M | 118k | 132.77 |
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| Apple Stock (AAPL) | 5.2 | $12M | 44k | 271.86 |
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| Henry Schein Stock (HSIC) | 4.5 | $10M | -2% | 136k | 75.58 |
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| Heineken Holding Nv Ord Stock (HKHHF) | 4.4 | $10M | 138k | 73.29 |
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| Labcorp Holdings Stock (LH) | 4.4 | $10M | 40k | 250.88 |
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| Fiserv Stock (FISV) | 2.6 | $6.1M | NEW | 90k | 67.17 |
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| Carmax Stock (KMX) | 2.5 | $5.7M | -17% | 146k | 38.64 |
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| Airbnb A Stock (ABNB) | 2.3 | $5.3M | 39k | 135.72 |
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| Danaher Stock (DHR) | 2.2 | $5.2M | 23k | 228.92 |
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| Brown-forman B Stock (BF.B) | 2.2 | $5.0M | 192k | 26.06 |
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| Charter Communications Stock (CHTR) | 2.1 | $4.8M | -41% | 23k | 208.75 |
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| American Express Stock (AXP) | 2.0 | $4.5M | 12k | 369.95 |
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| Liberty Broadband C Stock (LBRDK) | 1.5 | $3.4M | NEW | 69k | 48.60 |
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| Akre Focus Etf Stock (AKRE) | 1.2 | $2.7M | NEW | 41k | 65.51 |
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| Ibm Stock (IBM) | 0.5 | $1.2M | 4.2k | 296.21 |
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| Walmart Stock (WMT) | 0.5 | $1.1M | -6% | 9.4k | 111.41 |
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| Eli Lilly & Company Stock (LLY) | 0.4 | $806k | 750.00 | 1074.68 |
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| Mcdonald's Stock (MCD) | 0.3 | $779k | 2.5k | 305.63 |
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| Barrick Mining Corp Stock (B) | 0.3 | $753k | 17k | 43.55 |
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| Johnson & Johnson Stock (JNJ) | 0.3 | $751k | -5% | 3.6k | 206.95 |
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| Abbvie Stock (ABBV) | 0.3 | $713k | 3.1k | 228.49 |
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| Newmont Corporation Stock (NEM) | 0.3 | $704k | 7.1k | 99.85 |
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| Grainger W W Stock (GWW) | 0.3 | $692k | 686.00 | 1009.05 |
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| Exxon Mobil Stock (XOM) | 0.3 | $629k | 5.2k | 120.34 |
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| Merck Stock (MRK) | 0.3 | $628k | -6% | 6.0k | 105.26 |
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| Jpmorgan Chase Stock (JPM) | 0.3 | $619k | 1.9k | 322.22 |
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| Chevron Stock (CVX) | 0.3 | $579k | -11% | 3.8k | 152.41 |
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| Coca Cola Stock (KO) | 0.2 | $544k | 7.8k | 69.91 |
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| Emerson Electric Stock (EMR) | 0.2 | $538k | -2% | 4.1k | 132.72 |
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| Procter & Gamble Stock (PG) | 0.2 | $538k | 3.8k | 143.31 |
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| Caterpillar Stock (CAT) | 0.2 | $513k | 895.00 | 572.87 |
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| Allstate Corp Stock (ALL) | 0.2 | $511k | 2.5k | 208.15 |
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| Wheaton Precious Metals Stock (WPM) | 0.2 | $508k | 4.3k | 117.52 |
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| Spdr Gold Shares Etf Stock (GLD) | 0.2 | $495k | 1.3k | 396.31 |
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| Texas Instruments Stock (TXN) | 0.2 | $437k | 2.5k | 173.49 |
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| Dimensional Us Core Equity Etf Stock (DFAC) | 0.2 | $401k | 10k | 39.59 |
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| Rtx Corp Stock (RTX) | 0.2 | $397k | 2.2k | 183.40 |
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| Shell Stock (SHEL) | 0.2 | $375k | 5.1k | 73.48 |
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| 3m Company Stock (MMM) | 0.2 | $368k | 2.3k | 160.10 |
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| Metlife Stock (MET) | 0.2 | $367k | 4.6k | 78.94 |
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| Southern Company Stock (SO) | 0.2 | $360k | -4% | 4.1k | 87.20 |
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| Phillips 66 Stock (PSX) | 0.1 | $322k | -3% | 2.5k | 129.04 |
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| Bank Of America Stock (BAC) | 0.1 | $309k | 5.6k | 55.00 |
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| Microsoft Stock (MSFT) | 0.1 | $302k | -14% | 625.00 | 483.67 |
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| Duke Energy Stock (DUK) | 0.1 | $292k | -4% | 2.5k | 117.21 |
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| Cisco Stock (CSCO) | 0.1 | $291k | 3.8k | 77.03 |
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| Veralto Stock (VLTO) | 0.1 | $275k | 2.8k | 99.78 |
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| Oneok Stock (OKE) | 0.1 | $257k | 3.5k | 73.50 |
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| Kinder Morgan Stock (KMI) | 0.1 | $234k | 8.5k | 27.49 |
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Past Filings by Banyan Capital Management
SEC 13F filings are viewable for Banyan Capital Management going back to 2018
- Banyan Capital Management 2025 Q4 filed Feb. 2, 2026
- Banyan Capital Management 2025 Q3 filed Nov. 3, 2025
- Banyan Capital Management 2025 Q2 filed July 15, 2025
- Banyan Capital Management 2025 Q1 filed May 2, 2025
- Banyan Capital Management 2024 Q4 filed Feb. 3, 2025
- Banyan Capital Management 2024 Q3 filed Nov. 7, 2024
- Banyan Capital Management 2024 Q2 filed Aug. 12, 2024
- Banyan Capital Management 2024 Q1 filed May 3, 2024
- Banyan Capital Management 2023 Q4 filed Jan. 9, 2024
- Banyan Capital Management 2023 Q3 filed Nov. 9, 2023
- Banyan Capital Management 2023 Q2 filed Aug. 3, 2023
- Banyan Capital Management 2023 Q1 filed May 11, 2023
- Banyan Capital Management 2022 Q4 filed Jan. 19, 2023
- Banyan Capital Management 2022 Q3 filed Nov. 14, 2022
- Banyan Capital Management 2022 Q2 filed Aug. 11, 2022
- Banyan Capital Management 2022 Q1 filed May 13, 2022