BANYAN CAPITAL MANAGEMENT, INC.
Filing Date
Global Rank
#3,724
/ 8,232
▲ 275
Top Industry
Insurance - Property & Casualty
10.4%
3Y Alpha vs SPY
-7.7%
Period ended 2 months ago
Filed May 1, 2026 · 44d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+44.8%
SPY
+76.3%
Annualised alpha
-7.7%
Max drawdown
−15.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
50 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top 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 |
|---|---|---|
| Financial Services | 24.7% | $52,686,588 |
| Healthcare | 19.2% | $40,948,789 |
| Technology | 16.0% | $34,175,471 |
| Consumer Cyclical | 14.3% | $30,441,544 |
| Industrials | 10.4% | $22,298,325 |
| Consumer Defensive | 7.5% | $16,000,896 |
| Unclassified | 2.7% | $5,747,238 |
| Communication Services | 2.5% | $5,349,722 |
| Energy | 1.4% | $3,063,535 |
| Basic Materials | 1.0% | $2,035,447 |
| Utilities | 0.3% | $687,996 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Exxon Mobil 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. | |||||
2 positions ·
$687,996 total
· Utilities only
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SO |
Southern Co
Utilities
|
Reduced | 3,746 | $361,563 | 52.55% | |
| DUK |
Duke Energy CORP
Utilities
|
Held | 2,493 | $326,433 | 47.45% |