SHAYNE & JACOBS, LLC
Top Portfolio Positions
63 positions ·
$274,061,602 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
165,562 | $79,337,310 | 28.95% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
91,506 | $43,304,299 | 15.80% | |
| AXP |
American Express Co
Financial Services
|
41,214 | $12,466,410 | 4.55% | |
| SYY |
Sysco Corp
Consumer Defensive
|
164,306 | $11,719,946 | 4.28% | |
| FTI |
TechnipFMC plc
Energy
|
153,635 | $10,620,787 | 3.88% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
25,963 | $7,465,919 | 2.72% | |
| AMAT |
Applied Materials Inc /De
Technology
|
20,424 | $6,980,718 | 2.55% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
58,347 | $6,921,704 | 2.53% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
7,944 | $6,720,544 | 2.45% | |
| MSFT |
Microsoft Corp
Technology
|
17,405 | $6,442,808 | 2.35% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CRD-A
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,206,549 | 121,018 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,361,452 | 121,018 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,294,892 | 121,018 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,280,370 | 121,018 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,382,025 | 121,018 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,406,956 | 121,709 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,304,256 | 118,893 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,024,954 | 118,629 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,118,671 | 118,629 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,497,630 | 113,629 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,061,294 | 113,629 | Shares | Sole | 2023-11-08 | |
| No 13F history on record for this holder in this stock. | ||||||