Institutional Fund
Banyan Capital Management, Inc.
Atlanta, GACIK 8466005 filings on record
Portfolio Value
$232.06M
Q1 2026
Holdings
55
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+0.9%
from $230.09M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Markel Group Inc9.1%
- Berkshire Hathaway Inc Del8.4%
- Phinia Inc7.5%
- The Cigna Group7.2%
- Vontier Corporation6.6%
- Parker-Hannifin Corp6.0%
- Other55.2%
Portfolio Holdings
55 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Markel Group Inc | 11.1K | $21.16M | 9.1% | −237 | Reduced |
| 2 | Berkshire Hathaway Inc Del | 40.5K | $19.39M | 8.4% | −2.5K | Reduced |
| 3 | Phinia Inc | 255.5K | $17.49M | 7.5% | −4.4K | Reduced |
| 4 | The Cigna Group | 62.6K | $16.69M | 7.2% | +2.5K | Added |
| 5 | Vontier Corporation | 433.6K | $15.38M | 6.6% | +4.2K | Added |
| 6 | Parker-Hannifin Corp | 15.6K | $13.95M | 6.0% | −3.1K | Reduced |
| 7 | Dollar Gen Corp New | 116.5K | $13.83M | 6.0% | −1.5K | Reduced |
| 8 | Apple Inc | 41.6K | $10.57M | 4.6% | −2.1K | Reduced |
| 9 | Labcorp Holdings Inc | 39.1K | $10.43M | 4.5% | −1.0K | Reduced |
| 10 | Factset Resh Sys Inc | 34.8K | $7.56M | 3.3% | +34.8K | New |
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