1y return+1.0%S&P 500 +20.9%
3y return+28.0%S&P 500 +68.5%
5y return+28.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $230 against $299 in the S&P 500.2
Banyan Capital Management, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MKLMarkel | $20.9M | 9.1% | −3.2% |
| BRK/BBerkshire Hathaway B | $20.4M | 8.9% | |
| CICigna | $16.6M | 7.2% | −3.8% |
| PHINPhinia | $15.6M | 6.8% | −25.8% |
| PHParker Hannifin | $13.9M | 6.0% | −9.0% |
| DGDollar General | $13.1M | 5.7% | −2.0% |
| VNTVontier | $12.5M | 5.4% | |
| AAPLApple | $11.7M | 5.1% | −2.5% |
| LHLabcorp Holdings | $10.8M | 4.7% | −1.4% |
| KMXCarmax | $8.9M | 3.9% | −1.7% |
| FDSFactset Resh Sys Inc | $7.9M | 3.4% | −1.6% |
| Heineken Holding Nv OrdCUSIP N39338194 | $7.8M | 3.4% | −2.7% |
| HSICHenry Schein | $7.6M | 3.3% | −7.7% |
| ROPRoper Technologies | $6.7M | 2.9% | +9.3% |
| WTKWYWolters Kluwer Nv | $6.6M | 2.8% | +30.4% |
| FISVFiserv | $5.5M | 2.4% | +19.2% |
| ABNBAirbnb A | $5.3M | 2.3% | −7.0% |
| CHTRCharter Communications | $5.2M | 2.2% | +46.5% |
| BF/BBrown-forman B | $5.0M | 2.2% | −4.9% |
| AXPAmerican Express | $3.5M | 1.5% | −3.0% |
| DHRDanaher | $3.2M | 1.4% | −9.8% |
| AKREAkre Focus Etf | $2.1M | 0.9% | |
| IBMIbm | $1.2M | 0.5% | −1.8% |
| CATCaterpillar | $953K | 0.4% | |
| LLYEli Lilly & Company | $900K | 0.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PHParker Hannifin | June 30, 2020 | +433.7% | $13.9M |
| AXPAmerican Express | June 30, 2020 | +255.3% | $3.5M |
| AAPLApple | June 30, 2020 | +217.3% | $11.7M |
| PHINPhinia | September 30, 2023 | +207.5% | $15.6M |
| BRK/BBerkshire Hathaway B | June 30, 2020 | +180.3% | $20.4M |
| CATCaterpillar | September 30, 2025 | +123.2% | $953K |
| MKLMarkel | June 30, 2020 | +111.6% | $20.9M |
| TXNTexas Instruments | September 30, 2025 | +62.2% | $706K |
| LLYEli Lilly & Company | September 30, 2025 | +57.2% | $900K |
| MRKMerck | September 30, 2025 | +53.1% | $751K |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +2.9% | +14.8% |
| March 31, 2026 | −3.2% | −4.6% |
| December 31, 2025 | +3.2% | +2.4% |
| September 30, 2025 | −1.8% | +7.8% |
| June 30, 2025 | +4.9% | +10.5% |
| March 31, 2025 | +2.2% | −4.6% |
| December 31, 2024 | −0.3% | +2.1% |
| September 30, 2024 | +9.2% | +5.4% |
| June 30, 2024 | −5.0% | +4.0% |
| March 31, 2024 | +10.2% | +10.0% |
| December 31, 2023 | +6.5% | +11.2% |
| September 30, 2023 | −2.6% | −3.6% |
| June 30, 2023 | +10.8% | +8.3% |
| March 31, 2023 | +1.5% | +7.0% |
| December 31, 2022 | +10.1% | +7.1% |
| September 30, 2022 | −9.1% | −5.3% |
| June 30, 2022 | −14.1% | −16.5% |
| March 31, 2022 | −1.6% | −4.9% |
| December 31, 2021 | +6.3% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Banyan Capital Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=846600&type=13F-HR&dateb=&owner=include&count=40CIK 846600
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/846600/000084660026000003/Filed August 3, 2026 · accession 0000846600-26-000003