SHAYNE & JACOBS, LLC
CIK: 0001484085SEC EDGAR →
Portfolio Value
$330.3M
Holdings
95
As of
Q4 2025
New Positions
95
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 168,286 | $84.6M | 25.61% |
| 2 | HCA HEALTHCARE INC | 91,516 | $42.7M | 12.93% |
| 3 | BERKSHIRE HATHAWAY INC DEL | 21 | $15.8M | 4.80% |
| 4 | AMERICAN EXPRESS CO | 41,284 | $15.3M | 4.62% |
| 5 | VANGUARD INDEX FDS | 43,123 | $14.5M | 4.38% |
| 6 | SYSCO CORP | 164,306 | $12.1M | 3.67% |
| 7 | MICROSOFT CORP | 17,405 | $8.4M | 2.55% |
| 8 | ALPHABET INC | 26,713 | $8.4M | 2.53% |
| 9 | TECHNIPFMC PLC | 167,670 | $7.5M | 2.26% |
| 10 | GOLDMAN SACHS GROUP INC | 7,976 | $7.0M | 2.12% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (95)
$84.6M · 168K shares
$42.7M · 92K shares
$15.8M · 21 shares
$15.3M · 41K shares
$14.5M · 43K shares
$12.1M · 164K shares
$8.4M · 17K shares
$8.4M · 27K shares
$7.5M · 168K shares
$7.0M · 8K shares
$6.9M · 59K shares
$5.8M · 22K shares
$5.6M · 35K shares
$4.7M · 42K shares
$4.2M · 45K shares
$3.9M · 143K shares
$3.8M · 32K shares
$3.3M · 41K shares
$3.3M · 29K shares
$3.2M · 12K shares
$2.5M · 11K shares
$2.5M · 14K shares
$2.5M · 8K shares
$2.3M · 15K shares
$2.3M · 11K shares
$2.3M · 38K shares
$2.3M · 9K shares
$2.3M · 22K shares
$2.2M · 22K shares
$2.1M · 36K shares
$2.0M · 27K shares
$2.0M · 37K shares
$1.9M · 23K shares
$1.9M · 176K shares
$1.8M · 6K shares
$1.7M · 5K shares
$1.4M · 14K shares
$1.4M · 121K shares
$1.3M · 85K shares
$1.3M · 24K shares
$1.3M · 59K shares
$1.1M · 129K shares
$1.1M · 18K shares
$1.0M · 2K shares
$1.0M · 4K shares
$986K · 11K shares
$976K · 9K shares
$965K · 10K shares
$963K · 12K shares
$942K · 4K shares
$899K · 3K shares
$892K · 5K shares
$876K · 9K shares
$861K · 3K shares
$809K · 81K shares
$646K · 3K shares
$642K · 975 shares
$637K · 13K shares
$590K · 6K shares
$562K · 4K shares
$541K · 11K shares
$520K · 1K shares
$511K · 5K shares
$460K · 4K shares
$455K · 6K shares
$446K · 8K shares
$436K · 2K shares
$425K · 4K shares
$395K · 8K shares
$362K · 10K shares
$357K · 13K shares
$357K · 5K shares
$355K · 4K shares
$355K · 2K shares
$350K · 3K shares
$337K · 3K shares
$334K · 3K shares
$331K · 4K shares
$324K · 6K shares
$305K · 446 shares
$305K · 6K shares
$292K · 3K shares
$286K · 3K shares
$275K · 482 shares
$275K · 874 shares
$262K · 3K shares
$255K · 2K shares
$248K · 5K shares
$236K · 3K shares
$234K · 5K shares
$224K · 2K shares
$208K · 4K shares
$207K · 675 shares
$206K · 907 shares
$205K · 585 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 6 | $107.0M | 32.4% |
| Financial Services | 38 | $73.5M | 22.2% |
| Healthcare | 10 | $52.6M | 15.9% |
| Technology | 8 | $22.6M | 6.8% |
| Consumer Defensive | 4 | $17.9M | 5.4% |
| Communication Services | 4 | $15.5M | 4.7% |
| Industrials | 9 | $13.2M | 4.0% |
| Consumer Cyclical | 7 | $12.1M | 3.7% |
| Energy | 5 | $8.9M | 2.7% |
| Real Estate | 2 | $5.8M | 1.8% |
| Basic Materials | 1 | $809K | 0.2% |
| Utilities | 1 | $337K | 0.1% |