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Latest BANYAN CAPITAL MANAGEMENT, INC. Stock Portfolio

$232Million | No. of Holdings #55

BANYAN CAPITAL MANAGEMENT, INC. Performance

2026 Q1-2.77%
YTD-2.77%
2025+8.46%

About BANYAN CAPITAL MANAGEMENT, INC. and 13F Hedge Fund Stock Holdings

BANYAN CAPITAL MANAGEMENT, INC. is a hedge fund based in Atlanta, GA. On 2026-05-01, the fund reported it's updated stock portfolio. In the 13F Holdings report, BANYAN CAPITAL MANAGEMENT, INC. reported an equity portfolio of $232.1 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of BANYAN CAPITAL MANAGEMENT, INC. are MKL, , . The fund has invested 9.1% of it's portfolio in MARKEL and 8.4% of portfolio in BERKSHIRE HATHAWAY B. <br><br> The fund managers got completely rid off 3M COMPANY (MMM), METLIFE (MET) and MICROSOFT (MSFT) stocks. They significantly reduced their stock positions in HENRY SCHEIN (HSIC), HEINEKEN HOLDING NV ORD and PARKER HANNIFIN (PH). BANYAN CAPITAL MANAGEMENT, INC. opened new stock positions in FACTSET RESH SYS INC (FDS), ROPER TECHNOLOGIES (ROP) and WOLTERS KLUWER NV. The fund showed a lot of confidence in some stocks as they added substantially to CARMAX (KMX), CHARTER COMMUNICATIONS (CHTR) and CIGNA (CI).
BANYAN CAPITAL MANAGEMENT, INC. Equity Portfolio Value
Last Reported on: 01 May, 2026
$232Million
  as of May 01, 2026

BANYAN CAPITAL MANAGEMENT, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that BANYAN CAPITAL MANAGEMENT, INC. made a return of -2.77% in the last quarter. In trailing 12 months, it's portfolio return was 2.93%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
factset resh sys inc7,557,110
roper technologies6,439,190
wolters kluwer nv5,818,040
New stocks bought by BANYAN CAPITAL MANAGEMENT, INC.

Additions

Ticker% Inc.
carmax17.75
charter communications8.82
cigna4.13
fiserv3.63
merck3.12
coca cola2.58
brown-forman b2.22
airbnb a1.75
Additions to existing portfolio by BANYAN CAPITAL MANAGEMENT, INC.

Reductions

Ticker% Reduced
henry schein-27.16
heineken holding nv ord-23.53
parker hannifin-16.57
danaher-16.25
american express-12.66
walmart-11.67
exxon mobil-11.29
southern company-9.19
BANYAN CAPITAL MANAGEMENT, INC. reduced stake in above stock

Sold off

Ticker$ Sold
metlife-366,676
3m company-367,750
microsoft-302,293
BANYAN CAPITAL MANAGEMENT, INC. got rid off the above stocks

Sector Distribution

BANYAN CAPITAL MANAGEMENT, INC. has about 34.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Healthcare
  • Industrials
  • Consumer Defensive
  • Consumer Cyclical
  • Communication Services
  • Energy
Sector%
Others34.3
Technology14.7
Financial Services14.3
Healthcare13.2
Industrials7
Consumer Defensive6.9
Consumer Cyclical5.6
Communication Services2.3
Energy1.1

Market Cap. Distribution

BANYAN CAPITAL MANAGEMENT, INC. has about 49.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
  • MEGA-CAP
Category%
LARGE-CAP38.9
UNALLOCATED34.3
MID-CAP16.1
MEGA-CAP10.8

Stocks belong to which Index?

About 50% of the stocks held by BANYAN CAPITAL MANAGEMENT, INC. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50050
Others50
Top 5 Winners (%)%
PSX
phillips 66
41.2 %
XOM
exxon mobil
38.7 %
CVX
chevron
34.9 %
SHEL
shell plc
26.6 %
CAT
caterpillar
23.7 %
Top 5 Winners ($)$
phinia
1.5 M
labcorp holdings
0.6 M
KMX
carmax
0.5 M
PH
parker hannifin
0.3 M
XOM
exxon mobil
0.2 M
Top 5 Losers (%)%
akre focus etf
-19.1 %
IBM
ibm
-18.1 %
AXP
american express
-17.1 %
fiserv
-16.7 %
DHR
danaher
-15.8 %
Top 5 Losers ($)$
MKL
markel
-2.6 M
DG
dollar general
-1.6 M
fiserv
-1.0 M
berkshire hathaway b
-1.0 M
DHR
danaher
-0.8 M

BANYAN CAPITAL MANAGEMENT, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of BANYAN CAPITAL MANAGEMENT, INC.

BANYAN CAPITAL MANAGEMENT, INC. has 55 stocks in it's portfolio. About 63.1% of the portfolio is in top 10 stocks. MKL proved to be the most loss making stock for the portfolio. was the most profitable stock for BANYAN CAPITAL MANAGEMENT, INC. last quarter.

$232.06MTotal Value
58.00Positions
01 May, 2026Last Reported
Current holdings of Current Stock Holdings of BANYAN CAPITAL MANAGEMENT, INC., last reported on 01 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
DFAC
Dimensional Us Core Equity Etf

Dimensional Us Core Equity Etf

DFAC
BANYAN CAPITAL MANAGEMENT, INC.'s holding in Dimensional Us Core Equity Etf over time
0.16%9,396
$365.1K
0.16%
decreased 7.25 percentreduced
GLD
Spdr Gold Shares Etf

Spdr Gold Shares Etf

GLD
BANYAN CAPITAL MANAGEMENT, INC.'s holding in Spdr Gold Shares Etf over time
0.23%1,250
$537.9K
0.23%
unchanged 0 percentunchanged