Banyan Capital Management
Banyan Capital Management reported 55 stocks worth $230M in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are MKL (9.1%), BRK.B (8.9%) and CI (7.2%). Compared with Q1 2026, the fund added to BRK.B, ROP and WTKWY and trimmed MKL, CI and PHIN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MKL Markel Group Inc | $20.9M | 9.1% | 11K | −352 (−3%) | 8 of 8 | |
| 2 |  BRK.B Berkshire Hathaway Inc Del | $20.4M | 8.9% | 41K | +392 (+1%) | 8 of 8 | |
| 3 |  CI The Cigna Group | $16.6M | 7.2% | 60K | −2,408 (−4%) | 8 of 8 | |
| 4 |  PHIN Phinia Inc | $15.6M | 6.8% | 190K | −66K (−26%) | 8 of 8 | |
| 5 |  PH Parker Hannifin Corp | $13.9M | 6.0% | 14K | −1,395 (−9%) | 8 of 8 | |
| 6 |  DG Dollar Gen Corp New | $13.1M | 5.7% | 114K | −2,306 (−2%) | 7 of 8 | |
| 7 |  VNT Vontier Corporation | $12.5M | 5.4% | 432K | −1,730 (−0%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $11.7M | 5.1% | 41K | −1,047 (−3%) | 8 of 8 | |
| 9 |  LH Labcorp Hldgs Inc | $10.8M | 4.7% | 39K | −555 (−1%) | 8 of 8 | |
| 10 |  KMX Carmax Inc | $8.9M | 3.9% | 169K | −2,997 (−2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 3, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Banyan Capital Management 13F FAQ
What does Banyan Capital Management own?
Banyan Capital Management reported 55 stocks worth $230M in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are MKL (9.1%), BRK.B (8.9%) and CI (7.2%). The table above lists every position in the filing (the top 10 without an account).
What did Banyan Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 0 new positions, 5 added to, 32 trimmed and 0 sold out.
When will Banyan Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Banyan Capital Management's portfolio worth?
The Q2 2026 filing reports $230M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.