Long-term investor
Banyan Capital Management, Inc. @banyancapitalmanagementi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000846600).
Record
- Tracked since 2025-06-30 (445 days), 69 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +1.1% · all +1.1%
- Max drawdown n/a · win rate 14% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MKL · 9.1% · long · since 2025-06-30
- BRK-B · 8.9% · long · since 2025-06-30
- CI · 7.2% · long · since 2025-06-30
- PHIN · 6.8% · long · since 2025-06-30
- PH · 6.0% · long · since 2025-06-30
- DG · 5.7% · long · since 2025-06-30
- VNT · 5.4% · long · since 2025-06-30
- AAPL · 5.1% · long · since 2025-06-30
- LH · 4.7% · long · since 2025-06-30
- KMX · 3.9% · long · since 2025-06-30
- FDS · 3.4% · long · since 2026-03-31
- N39338194 · 3.4% · long · since 2025-06-30