BANYAN CAPITAL MANAGEMENT, INC.

CIK

846600

Location

ATLANTA, GA

Portfolio Value

Small $213,435,551

Diversification

Diversified

Filing Date

Global Rank

#4,060 / 8,622 ▲ 166 · as of Mar 2026

Top Industry

Insurance - Property & Casualty 10.4%

3Y Alpha vs SPY

-5.3%

Period ended 4 months ago

Filed May 1, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+46.3%

SPY

+67.9%

Annualised alpha

-5.3%

Max drawdown

−15.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

50 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.9%

−1.7 pts

Top 5

42.2%

−3.4 pts

Top 10

68.6%

−7.6 pts

HHI

571

Diversified−93

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	24.7%	$52,686,588	7
Healthcare	19.2%	$40,948,789	8
Technology	16.0%	$34,175,471	6
Consumer Cyclical	14.3%	$30,441,544	4
Industrials	10.4%	$22,298,325	7
Consumer Defensive	7.5%	$16,000,896	4
Unclassified	2.7%	$5,747,238	2
Communication Services	2.5%	$5,349,722	1
Energy	1.4%	$3,063,535	6
Basic Materials	1.0%	$2,035,447	3
Utilities	0.3%	$687,996	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
KMX	Carmax Inc	+25,963	172,211	$7,160,533
VNT	Vontier Corp	+4,245	433,591	$15,379,472
FISV	Fiserv Inc	+3,274	93,358	$5,209,376
CI	Cigna Group	+2,482	62,556	$16,686,813
CHTR	Charter Communications, Inc. /Mo/	+2,009	24,781	$5,349,722
ABNB	Airbnb, Inc.	+682	39,601	$5,000,814
KO	Coca Cola Co	+201	7,981	$606,955
MRK	Merck & Co., Inc.	+186	6,149	$739,663
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
HSIC	Henry Schein Inc	−36,875	98,882	$7,287,603
PHIN	Phinia Inc.	−4,379	255,523	$17,487,994
DHR	Danaher Corp /De/	−3,666	18,892	$3,581,923
PH	Parker-Hannifin Corp	−3,095	15,579	$13,946,943
BRK-B	Berkshire Hathaway Inc	−2,519	40,461	$19,388,911
AAPL	Apple Inc.	−2,067	41,631	$10,565,531
AXP	American Express Co	−1,551	10,700	$3,236,536
DG	Dollar General Corp	−1,535	116,468	$13,828,245
WMT	Walmart Inc.	−1,100	8,327	$1,034,879
LH	Labcorp Holdings Inc.	−1,009	39,088	$10,429,069
XOM	ExxonMobil Holdings Corp	−590	4,634	$786,204
SO	Southern Co	−379	3,746	$361,563
MKL	Markel Group Inc.	−237	11,053	$21,156,214
CVX	Chevron Corp	−180	3,618	$748,564
JNJ	Johnson & Johnson	−128	3,500	$855,540
VLTO	Veralto Corp	−85	2,673	$236,346
CSCO	Cisco Systems, Inc.	−79	3,701	$287,160
PG	PROCTER & GAMBLE Co	−76	3,675	$530,817
GWW	W.W. Grainger, Inc.	−52	634	$691,573
KMI	Kinder Morgan, Inc.	−40	8,457	$283,563
IBM	International Business Machines Corp	−29	4,187	$1,014,886
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
FDS	Factset Research Systems Inc	34,827	$7,557,110
ROP	Roper Technologies Inc	18,197	$6,439,190
WTKWY	Wolters Kluwer N V /Fi	77,925	$5,840,478
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
MMM	3M Co	2,297	$367,749
MET	Metlife Inc	4,645	$366,676
MSFT	Microsoft Corp	625	$302,262
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

50 tracked positions · $213,435,551 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MKL	Markel Group Inc. Financial Services	Reduced	11,053	-237	$21,156,214	−12.8%	9.91%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	40,461	-2,519	$19,388,911	−10.3%	9.08%
PHIN	Phinia Inc. Consumer Cyclical	Reduced	255,523	-4,379	$17,487,994	+7.3%	8.19%
CI	Cigna Group Healthcare	Added	62,556	+2,482	$16,686,813	+0.9%	7.82%
VNT	Vontier Corp Technology	Added	433,591	+4,245	$15,379,472	−3.7%	7.21%
PH	Parker-Hannifin Corp Industrials	Reduced	15,579	-3,095	$13,946,943	−15.0%	6.53%
DG	Dollar General Corp Consumer Defensive	Reduced	116,468	-1,535	$13,828,245	−11.7%	6.48%
AAPL	Apple Inc. Technology	Reduced	41,631	-2,067	$10,565,531	−11.1%	4.95%
LH	Labcorp Holdings Inc. Healthcare	Reduced	39,088	-1,009	$10,429,069	+3.7%	4.89%
FDS	Factset Research Systems Inc Financial Services	NEW	34,827	NEW	$7,557,110	NEW	3.54%
HSIC	Henry Schein Inc Healthcare	Reduced	98,882	-36,875	$7,287,603	−29.0%	3.41%
KMX	Carmax Inc Consumer Cyclical	Added	172,211	+25,963	$7,160,533	+26.7%	3.35%
ROP	Roper Technologies Inc Technology	NEW	18,197	NEW	$6,439,190	NEW	3.02%
WTKWY	Wolters Kluwer N V /Fi Industrials	NEW	77,925	NEW	$5,840,478	NEW	2.74%
CHTR	Charter Communications, Inc. /Mo/ Communication Services	Added	24,781	+2,009	$5,349,722	+12.5%	2.51%
FISV	Fiserv Inc	Added	93,358	+3,274	$5,209,376	−13.9%	2.44%
ABNB	Airbnb, Inc. Consumer Cyclical	Added	39,601	+682	$5,000,814	−5.3%	2.34%
DHR	Danaher Corp /De/ Healthcare	Reduced	18,892	-3,666	$3,581,923	−30.6%	1.68%
AXP	American Express Co Financial Services	Reduced	10,700	-1,551	$3,236,536	−28.6%	1.52%
WMT	Walmart Inc. Consumer Defensive	Reduced	8,327	-1,100	$1,034,879	−1.5%	0.48%
IBM	International Business Machines Corp Technology	Reduced	4,187	-29	$1,014,886	−18.7%	0.48%
JNJ	Johnson & Johnson Healthcare	Reduced	3,500	-128	$855,540	+13.9%	0.40%
MCD	Mcdonalds Corp Consumer Cyclical	Held	2,549	0	$792,203	+1.7%	0.37%
XOM	ExxonMobil Holdings Corp Energy	Reduced	4,634	-590	$786,204	+25.1%	0.37%
NEM	NEWMONT Corp /DE/ Basic Materials	Held	7,050	0	$763,162	+8.4%	0.36%
CVX	Chevron Corp Energy	Reduced	3,618	-180	$748,564	+29.3%	0.35%
MRK	Merck & Co., Inc. Healthcare	Added	6,149	+186	$739,663	+17.8%	0.35%
B	Barrick Mining Corp Basic Materials	Held	17,300	0	$705,667	−6.3%	0.33%
GWW	W.W. Grainger, Inc. Industrials	Reduced	634	-52	$691,573	−0.1%	0.32%
LLY	ELI LILLY & Co Healthcare	Held	750	0	$689,827	−14.4%	0.32%
ABBV	AbbVie Inc. Healthcare	Held	3,119	0	$678,351	−4.8%	0.32%
CAT	Caterpillar Inc Industrials	Held	895	0	$634,071	+23.7%	0.30%
KO	Coca Cola Co Consumer Defensive	Added	7,981	+201	$606,955	+11.6%	0.28%
WPM	Wheaton Precious Metals Corp. Basic Materials	Held	4,325	0	$566,618	+11.5%	0.27%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,920	0	$564,787	−8.7%	0.26%
GLD	Spdr Gold Trust	Held	1,250	0	$537,862	+8.6%	0.25%
EMR	Emerson Electric Co Industrials	Held	4,055	0	$531,286	−1.3%	0.25%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,675	-76	$530,817	−1.3%	0.25%
ALL	Allstate Corp Financial Services	Held	2,454	0	$508,812	−0.4%	0.24%
TXN	Texas Instruments Inc Technology	Held	2,520	0	$489,232	+11.9%	0.23%
SHEL	Shell plc Energy	Held	5,100	0	$474,300	+26.6%	0.22%
PSX	Phillips 66 Energy	Held	2,495	0	$454,539	+41.2%	0.21%
RTX	RTX Corp Industrials	Held	2,165	0	$417,628	+5.2%	0.20%
SO	Southern Co Utilities	Reduced	3,746	-379	$361,563	+0.5%	0.17%
DUK	Duke Energy CORP Utilities	Held	2,493	0	$326,433	+11.7%	0.15%
OKE	Oneok Inc /New/ Energy	Held	3,500	0	$316,365	+23.0%	0.15%
CSCO	Cisco Systems, Inc. Technology	Reduced	3,701	-79	$287,160	−1.4%	0.13%
KMI	Kinder Morgan, Inc. Energy	Reduced	8,457	-40	$283,563	+21.4%	0.13%
BAC	Bank Of America Corp /De/ Financial Services	Held	5,625	0	$274,218	−11.4%	0.13%
VLTO	Veralto Corp Industrials	Reduced	2,673	-85	$236,346	−14.1%	0.11%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.