BANYAN CAPITAL MANAGEMENT, INC.
SEC Form 13F institutional filer · CIK 0000846600
13F-HR · 42 reported holdings · 2026-03-31
Reported long-US-equity value
$0.15B
Top-10 concentration
74.7%
BANYAN CAPITAL MANAGEMENT, INC. — $149M AUM allocation strategy
BANYAN CAPITAL MANAGEMENT, INC. files SEC Form 13F and reports $149M of long US equity value across 42 reported holdings for 2026-03-31.
Its largest sector bet is Health Care 26.0%, followed by Financials 23.7% and Consumer Staples 13.4%.
The top 10 holdings account for 75% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
BANYAN CAPITAL MANAGEMENT, INC. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$149M
total across 42 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
75% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BF.B +4.27K sh · +$186K+$FISV +3.27K sh · −$842K+$CI +2.48K sh · +$153K
Biggest trims (shares)
−$HSIC −36.9K sh · −$2.97M−$DHR −3.67K sh · −$1.58M−$PH −3.1K sh · −$2.47M
Exited to nil (held last quarter, gone now)
$MMM ($368K last qtr)$MET ($367K last qtr)$MSFT ($302K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Health Care Services18.1%—
- Multi-Sector Holdings13.0%—
- Consumer Staples Merchandise Retail10.0%—
- Industrial Machinery & Supplies & Components9.3%—
- Technology Hardware, Storage & Peripherals7.0%—
- Financial Exchanges & Data5.1%—
- Health Care Distributors4.9%—
- Electronic Equipment & Instruments4.3%—
- Other holdings28.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $BRK.B | Berkshire Hathaway Inc.-Class B | 40.5K | $19.4M | -2.52K | 13.0% |
| $CI | The Cigna Group | 62.6K | $16.7M | +2.48K | 11.2% |
| $PH | Parker-Hannifin Corporation | 15.6K | $13.9M | -3.1K | 9.3% |
| $DG | Dollar General Corporation | 116K | $13.8M | -1.53K | 9.3% |
| $AAPL | Apple Inc | 41.6K | $10.6M | -2.07K | 7.1% |
| $LH | Labcorp Holdings Inc | 39.1K | $10.4M | -1.01K | 7.0% |
| $FDS | FactSet Research Systems Inc | 34.8K | $7.56M | — | 5.1% |
| $HSIC | Henry Schein Inc | 98.9K | $7.29M | -36.9K | 4.9% |
| $ROP | Roper Technologies Inc | 18.2K | $6.44M | — | 4.3% |
| $CHTR | Charter Communications Inc. Class A Common Stock New | 24.8K | $5.35M | +2.01K | 3.6% |
…and 32 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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