§ 13F · FUND PROFILE
SHAYNE & JACOBS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $302.5T (13F)Positions · 113Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 154K | $77.2T | 23.4% | −1% |
| 2 | HCA | HCA HEALTHCARE INC | 84K | $39.4T | 11.9% | ±0% |
| 3 | VTI | VANGUARD INDEX FDS | 40K | $13.6T | 4.1% | −6% |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 16 | $12.1T | 3.7% | +220% |
| 5 | AXP | AMERICAN EXPRESS CO | 32K | $11.9T | 3.6% | +259% |
| 6 | SYY | SYSCO CORP | 140K | $10.3T | 3.1% | −3% |
| 7 | MSFT | MICROSOFT CORP | 17K | $8.2T | 2.5% | ±0% |
| 8 | GOOGL | ALPHABET INC | 25K | $7.8T | 2.3% | — |
| 9 | FTI | TECHNIPFMC PLC | 168K | $7.5T | 2.3% | −4% |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 15K | $7.4T | 2.2% | −90% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHAYNE SIGNAL
AC read
SHAYNE & JACOBS, LLC is a Other fund managing $302500.5 trillion in assets. The fund runs a portfolio of 113 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed