13F Insight
DOSSIER · 13F-HR · Q3 2026

BANYAN CAPITAL MANAGEMENT, INC.

$233M in tracked AUM across 48 positions as of Q3 2026.

BC
CIK 0000846600 · last filed Sep 30, 2026
Total AUM
$233M
as of Q3 2026
Holdings
48
−7 QoQ
positions
Whale Score
64
64
tracked
Activity
51
+2 new, −9 sold
changes this Q
AI Analysis · Q3 2026

BANYAN CAPITAL MANAGEMENT, INC. filed its latest 13F-HR for Q3 2026. 51 position changes this quarter — 2 new, 9 exited, 14 added, 26 trimmed.

Quarter at a glance — Q3 2026

51 material changes this filing.

TRIM
PHINPHINIA
-3K sh
$-5M
4.8%
ADD
WTKWYWOLTERS KLUWER NV
+15K sh
+$2M
3.8%
ADD
FDSFACTSET RESH SYS INC
+3K sh
+$2M
4.3%
ADD
VNTVONTIER
+30K sh
+$2M
6.2%
TRIM
AAPLAPPLE
-148 sh
+$2M
5.8%
TRIM
PHPARKER HANNIFIN
-1K sh
$-2M
5.2%
ADD
DGDOLLAR GENERAL
+7K sh
+$1M
6.2%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY B
$21M42K9.0%02
MKL
MARKEL
$20M11K8.4%03
CI
CIGNA
$18M65K7.6%04
DG
DOLLAR GENERAL
$15M121K6.2%05
VNT
VONTIER
$15M462K6.2%06
AAPL
APPLE
$13M40K5.8%07
PH
PARKER HANNIFIN
$12M13K5.2%08
LH
LABCORP HOLDINGS
$12M38K5.1%09
PHIN
PHINIA
$11M186K4.8%10
FDS
FACTSET RESH SYS INC
$10M37K4.3%

Filing history

2026Q3Sep 30
$233M▲ 1.1%
48 positionsView →2026Q2Jun 30
$230M▼ 0.8%
55 positionsView →2026Q1Mar 31
$232M▲ 0.9%
55 positionsView →2025Q4Dec 31
$230M▲ 447.0%
55 positionsView →2025Q3Sep 30
$42M▼ 78.4%
19 positionsLocked2025Q2Jun 30
$194M▲ 521.9%
19 positionsLocked2025Q1Mar 31
$31M▼ 81.2%
4 positionsLocked2024Q4Dec 31
$167M▼ 3.4%
16 positionsLocked2024Q3Sep 30
$173M▲ 4.3%
16 positionsLocked2024Q2Jun 30
$166M▼ 6.2%
18 positionsLocked2024Q1Mar 31
$176M▲ 8.2%
20 positionsLocked2023Q4Dec 31
$163M▲ 6.0%
20 positionsLocked
Showing 12 of 32