BANYAN CAPITAL MANAGEMENT, INC.

Registered adviser

CIK

846600

Location

ATLANTA, GA

Portfolio Value

Small $222,315,628

Diversification

Diversified

Filing Date

Global Rank

#6,039 / 8,807 ▼ 816

Top Industry

Insurance - Property & Casualty 10.0%

3Y Alpha vs SPY

-9.0%

Period ended 4 months ago

Filed Aug 3, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 108123

Roster of Oct 1, 2026

Regulatory AUM

$281,738,620

Main clients

Individuals and high net worth (94% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$281,738,620	Individuals and high net worth (94%)
Mar 2025 to Feb 2026	$220,270,547	Individuals and high net worth (93%)
Apr 2024 to Feb 2025	$200,075,566	Individuals and high net worth (92%)
May 2023 to Mar 2024	$169,573,451	Individuals and high net worth (92%)
Apr 2023	$169,573,451	Individuals and high net worth (92%)
Apr 2022 to Mar 2023	$201,056,819	Individuals and high net worth (92%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 65.0% of the book (60%+)

Turnover

Low turnover

12.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 16.4 quarters (12+), a floor since 47.0% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 86.0%; sector active share 33.4% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

54 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.4%

−0.0 pts

Top 5

39.3%

−0.8 pts

Top 10

65.0%

−0.2 pts

HHI

524

Diversified−1

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	24.4%	$54,236,773	7
Healthcare	18.7%	$41,487,634	8
Technology	15.0%	$33,292,703	6
Consumer Cyclical	13.7%	$30,495,148	4
Industrials	10.5%	$23,424,495	7
Consumer Defensive	9.1%	$20,167,672	5
Unclassified	3.8%	$8,457,109	4
Communication Services	2.6%	$5,691,422	2
Energy	1.2%	$2,608,897	6
Basic Materials	0.8%	$1,779,683	3
Utilities	0.3%	$674,092	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
WTKWY	Wolters Kluwer N V /Fi	+23,711	101,636	$6,576,865
FISV	Fiserv Inc	+17,886	111,244	$5,456,518
CHTR	Charter Communications, Inc. /Mo/	+11,519	36,300	$5,162,223
ROP	Roper Technologies Inc	+1,685	19,882	$6,727,869
BRK-B	Berkshire Hathaway Inc	+392	40,853	$20,442,432
DFAC	Dimensional U.S. Core Equity 2 ETF	+4	9,400	$416,984
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PHIN	Phinia Inc.	−65,956	189,567	$15,614,633
—		−53,963	15,911	$529,199
BF-B	Brown Forman Corp	−9,663	186,621	$4,973,449
HSIC	Henry Schein Inc	−7,623	91,259	$7,621,951
KMX	Carmax Inc	−2,997	169,214	$8,949,728
ABNB	Airbnb, Inc.	−2,782	36,819	$5,268,798
CI	Cigna Group	−2,408	60,148	$16,581,600
DG	Dollar General Corp	−2,306	114,162	$13,141,187
DHR	Danaher Corp /De/	−1,842	17,050	$3,247,684
VNT	Vontier Corp	−1,730	431,861	$12,523,969
PH	Parker-Hannifin Corp	−1,395	14,184	$13,873,654
AAPL	Apple Inc.	−1,047	40,584	$11,743,386
LH	Labcorp Holdings Inc.	−555	38,533	$10,789,240
WMT	Walmart Inc.	−550	7,777	$880,823
FDS	Factset Research Systems Inc	−545	34,282	$7,887,602
MKL	Markel Group Inc.	−352	10,701	$20,899,160
AXP	American Express Co	−321	10,379	$3,510,696
MRK	Merck & Co., Inc.	−308	5,841	$750,568
ABBV	AbbVie Inc.	−200	2,919	$734,537
TXN	Texas Instruments Inc	−150	2,370	$706,425
KO	Coca Cola Co	−145	7,836	$636,831
AKRE	Professionally Managed Portfolios	−140	39,916	$2,123,132
JPM	Jpmorgan Chase & Co	−110	1,810	$592,467
JNJ	Johnson & Johnson	−104	3,396	$862,482
MCD	Mcdonalds Corp	−100	2,449	$661,989
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

54 tracked positions · $222,315,628 total · filing declares 55 positions · $230,096,184 · as of Jun 30, 2026

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

Showing 1–50 of 54 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
MKL	Markel Group Inc. Financial Services	Reduced	10,701	-352	$20,899,160	−1.2%	26+	before history	9.40%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	40,853	+392	$20,442,432	+5.4%	26+	before history	9.20%
CI	Cigna Group Healthcare	Reduced	60,148	-2,408	$16,581,600	−0.6%	26+	before history	7.46%
PHIN	Phinia Inc. Consumer Cyclical	Reduced	189,567	-65,956	$15,614,633	−10.7%	12	$29.46	7.02%
PH	Parker-Hannifin Corp Industrials	Reduced	14,184	-1,395	$13,873,654	−0.5%	26+	before history	6.24%
DG	Dollar General Corp Consumer Defensive	Reduced	114,162	-2,306	$13,141,187	−5.0%	7	$81.25	5.91%
VNT	Vontier Corp Technology	Reduced	431,861	-1,730	$12,523,969	−18.6%	23	$29.72	5.63%
AAPL	Apple Inc. Technology	Reduced	40,584	-1,047	$11,743,386	+11.1%	26+	before history	5.28%
LH	Labcorp Holdings Inc. Healthcare	Reduced	38,533	-555	$10,789,240	+3.5%	9	$206.57	4.85%
KMX	Carmax Inc Consumer Cyclical	Reduced	169,214	-2,997	$8,949,728	+25.0%	26+	before history	4.03%
FDS	Factset Research Systems Inc Financial Services	Reduced	34,282	-545	$7,887,602	+4.4%	2	$233.37	3.55%
HSIC	Henry Schein Inc Healthcare	Reduced	91,259	-7,623	$7,621,951	+4.6%	10	$72.67	3.43%
ROP	Roper Technologies Inc Technology	Added	19,882	+1,685	$6,727,869	+4.5%	2	$366.55	3.03%
WTKWY	Wolters Kluwer N V /Fi Industrials	Added	101,636	+23,711	$6,576,865	+12.6%	2	$82.19	2.96%
FISV	Fiserv Inc	Added	111,244	+17,886	$5,456,518	+4.7%	3	$78.85	2.45%
ABNB	Airbnb, Inc. Consumer Cyclical	Reduced	36,819	-2,782	$5,268,798	+5.4%	5	$126.90	2.37%
CHTR	Charter Communications, Inc. /Mo/ Communication Services	Added	36,300	+11,519	$5,162,223	−3.5%	26+	before history	2.32%
BF-B	Brown Forman Corp Consumer Defensive	Reduced	186,621	-9,663	$4,973,449	−4.2%	5	$31.55	2.24%
AXP	American Express Co Financial Services	Reduced	10,379	-321	$3,510,696	+8.5%	26+	before history	1.58%
DHR	Danaher Corp /De/ Healthcare	Reduced	17,050	-1,842	$3,247,684	−9.3%	26+	before history	1.46%
AKRE	Professionally Managed Portfolios	Reduced	39,916	-140	$2,123,132	+0.3%	3	$64.74	0.96%
IBM	International Business Machines Corp Technology	Reduced	4,112	-75	$1,156,335	+13.9%	4	$261.75	0.52%
CAT	Caterpillar Inc Industrials	Held	895	0	$953,085	+50.3%	4	$426.91	0.43%
LLY	ELI LILLY & Co Healthcare	Held	750	0	$899,572	+30.4%	4	$744.16	0.40%
WMT	Walmart Inc. Consumer Defensive	Reduced	7,777	-550	$880,823	−14.9%	5	$98.35	0.40%
JNJ	Johnson & Johnson Healthcare	Reduced	3,396	-104	$862,482	+0.8%	4	$171.33	0.39%
GWW	W.W. Grainger, Inc. Industrials	Reduced	591	-43	$803,996	+16.3%	4	$1,004.19	0.36%
MRK	Merck & Co., Inc. Healthcare	Reduced	5,841	-308	$750,568	+1.5%	4	$83.37	0.34%
ABBV	AbbVie Inc. Healthcare	Reduced	2,919	-200	$734,537	+8.3%	4	$203.64	0.33%
TXN	Texas Instruments Inc Technology	Reduced	2,370	-150	$706,425	+44.4%	4	$195.51	0.32%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,449	-100	$661,989	−16.4%	4	$304.36	0.30%
NEM	NEWMONT Corp /DE/ Basic Materials	Held	7,050	0	$658,470	−13.7%	4	$69.74	0.30%
KO	Coca Cola Co Consumer Defensive	Reduced	7,836	-145	$636,831	+4.9%	4	$69.00	0.29%
B	Barrick Mining Corp Basic Materials	Held	17,300	0	$635,429	−10.0%	4	$25.34	0.29%
XOM	ExxonMobil Holdings Corp Energy	Reduced	4,578	-56	$625,904	−20.4%	4	$111.17	0.28%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,810	-110	$592,467	+4.9%	4	$297.41	0.27%
CVX	Chevron Corp Energy	Reduced	3,566	-52	$591,100	−21.0%	4	$154.87	0.27%
ALL	Allstate Corp Financial Services	Held	2,454	0	$583,904	+14.8%	4	$201.79	0.26%
EMR	Emerson Electric Co Industrials	Held	4,055	0	$580,473	+9.3%	4	$136.34	0.26%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,651	-24	$535,382	+0.9%	4	$156.18	0.24%
		Reduced	15,911	-53,963	$529,199	−84.9%	3	$51.99	0.24%
WPM	Wheaton Precious Metals Corp. Basic Materials	Held	4,325	0	$485,784	−14.3%	4	$97.71	0.22%
GLD	Spdr Gold Trust	Held	1,250	0	$460,475	−14.4%	4	$318.67	0.21%
CSCO	Cisco Systems, Inc. Technology	Held	3,701	0	$434,719	+51.4%	4	$68.16	0.20%
PSX	Phillips 66 Energy	Held	2,495	0	$421,779	−7.2%	4	$128.11	0.19%
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	9,400	+4	$416,984	+14.2%	4	$37.32	0.19%
RTX	RTX Corp Industrials	Reduced	2,105	-60	$399,381	−4.4%	4	$155.22	0.18%
SHEL	Shell plc Energy	Held	5,100	0	$395,454	−16.6%	4	$72.01	0.18%
SO	Southern Co Utilities	Held	3,746	0	$358,529	−0.8%	4	$93.35	0.16%
BAC	Bank Of America Corp /De/ Financial Services	Held	5,625	0	$320,512	+16.9%	4	$48.79	0.14%

Showing the top 50 of 54 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.