§ 13F · FUND PROFILE
SHAYNE & JACOBS, LLC.
AUM · $337M (13F)Positions · 129Turnover · n/a · Q2Filed · Jul 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 145K | $73M | 21.6% | −3% |
| 2 | HCA | HCA HEALTHCARE INC | 84K | $33M | 9.8% | ±0% |
| 3 | VTI | VANGUARD INDEX FDS | 38K | $14M | 4.1% | −1% |
| 4 | SYY | SYSCO CORP | 135K | $11M | 3.3% | −3% |
| 5 | AMAT | APPLIED MATLS INC | 15K | $11M | 3.3% | −25% |
| 6 | AXP | AMERICAN EXPRESS CO | 32K | $11M | 3.2% | ±0% |
| 7 | FTI | TECHNIPFMC PLC | 151K | $10M | 3.0% | −2% |
| 8 | GOOGL | ALPHABET INC | 24K | $8M | 2.5% | −1% |
| 9 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 10 | $7M | 2.2% | −25% |
| 10 | GS | GOLDMAN SACHS GROUP INC | 7K | $7M | 2.2% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHAYNE SIGNAL
AC read
SHAYNE & JACOBS, LLC is a Other fund managing $337 million in assets. The fund runs a portfolio of 129 positions.
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