SHAYNE & JACOBS, LLC 13F Holdings

CIK 0001484085 · NASHVILLE, TN

As of Sep 30, 2025, SHAYNE & JACOBS, LLC reported 96 positions worth $323.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BERKSHIRE HATHAWAY INCBRK/BFinancial Services170,323$85.6M26.51%
HCA HEALTHCARE INCHCAHealthcare91,546$39.0M12.08%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services21 5.8M4.90%
VANGUARD TOTAL STOCK MKT ETFVTI—45,604 5.0M4.63%
SYSCO CORPSYYConsumer Defensive168,774 3.9M4.30%
AMERICAN EXPRESS COAXPFinancial Services41,390 3.7M4.26%
MICROSOFT CORPMSFTTechnology17,404$9.0M2.79%
TECHNIPFMC PLCFTIEnergy174,855$6.9M2.14%
ALPHABET INCGOOGLEquity27,597$6.7M2.08%
BANK OF NEW YORK MELLON CORPBKFinancial Services59,137$6.4M1.99%
GOLDMAN SACHS GROUP INCGSFinancial Services8,056$6.4M1.99%
CBRE GROUP INCCBREReal Estate34,801$5.5M1.70%
APPLIED MATERIALS INCAMATTechnology22,520$4.6M1.43%
WALMART INCWMTConsumer Defensive42,202$4.3M1.35%
PULTEGROUP INCPHMConsumer Cyclical32,192$4.3M1.32%
ROBERT HALF INCRHIIndustrials118,349$4.0M1.24%
WELLS FARGO & COMPANYWFCFinancial Services46,969$3.9M1.22%
OMNICOM GROUP INCOMCCommunication Services40,971$3.3M1.03%
WALT DISNEY CODISCommunication Services28,650$3.3M1.02%
APPLE INCAAPLTechnology11,775$3.0M0.93%
LABCORP HOLDINGS INCLHHealthcare9,110$2.6M0.81%
UNITEDHEALTH GROUP INCUNHHealthcare7,515$2.6M0.80%
TE CONNECTIVITY PLCTELTechnology11,204$2.5M0.76%
PHILIP MORRIS INTERNATIONAL INCPMConsumer Defensive14,836$2.4M0.74%
AGCO CORPAGCOIndustrials21,760$2.3M0.72%