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 DJCO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $443,270 | 919 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $520,945 | 1,069 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $557,702 | 1,199 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $506,277 | 1,199 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $508,658 | 1,279 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $766,218 | 1,349 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $661,144 | 1,349 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,005,135 | 2,548 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $952,842 | 2,635 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $898,060 | 2,635 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $774,690 | 2,635 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $781,634 | 2,702 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $769,961 | 2,702 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $676,878 | 2,702 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $692,765 | 2,702 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $699,277 | 2,702 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $842,996 | 2,702 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $963,884 | 2,702 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $865,639 | 2,702 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $914,627 | 2,702 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $855,047 | 2,702 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,091,608 | 2,702 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $653,884 | 2,702 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $927,180 | 3,434 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $783,982 | 3,434 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||