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Drew Estes

Banyan Capital Management, Inc.

Assets Managed
$232.055M
Holdings
55
Last Quarter
2026 - Q1
Filed Date
25d ago
Growth Rate
0.86%(2Q avg: 2.68%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Banyan Capital Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Banyan Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 232.055M in assets, with a quarterly growth rate of 0.86% and a 2-quarter average growth rate of 2.68%. The portfolio is managed by Drew Estes, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MKL
Markel Group Inc
Recent Activity
Decreased -2.09%
9.12%
$21.156M
11,053 shares@ $1914.08 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -5.86%
8.36%
$19.389M
40,461 shares@ $479.2 avg price
PHIN
Phinia Inc
Recent Activity
Decreased -1.68%
7.54%
$17.488M
255,523 shares@ $68.44 avg price
CI
The Cigna Group
Recent Activity
Increased 4.14%
7.2%
$16.687M
62,556 shares@ $266.75 avg price
VNT
Vontier Corp
Recent Activity
Increased 0.99%
6.63%
$15.379M
433,591 shares@ $35.48 avg price
PH
Parker Hannifin Corp
Recent Activity
Decreased -16.57%
6.02%
$13.947M
15,579 shares@ $895.25 avg price
DG
Dollar General Corp
Recent Activity
Decreased -1.3%
5.96%
$13.828M
116,468 shares@ $118.74 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.73%
4.56%
$10.566M
41,631 shares@ $253.79 avg price
LH
Labcorp Holdings Inc
Recent Activity
Decreased -2.51%
4.5%
$10.429M
39,088 shares@ $266.81 avg price
FDS
Factset Research Systems Inc
Recent Activity
New Position
3.26%
$7.557M
34,827 shares@ $217.0 avg price

1-10 of 55