SHAYNE & JACOBS, LLC
CIK: 1484085SEC EDGAR →
Portfolio Value
$75.9B
Holdings
101
As of
Q2 2026
New Positions
6
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SYSCO CORP | 159,465 | $13.3B | 17.55% |
| 2 | TECHNIPFMC PLC | 150,755 | $10.0B | 13.16% |
| 3 | ROBERT HALF INC. | 153,375 | $4.7B | 6.20% |
| 4 | DISNEY WALT CO | 45,681 | $4.4B | 5.79% |
| 5 | APTIV PLC | 62,480 | $3.8B | 5.05% |
| 6 | WELLS FARGO & CO | 44,705 | $3.7B | 4.87% |
| 7 | OMNICOM GROUP INC | 40,901 | $3.0B | 3.92% |
| 8 | VANGUARD SCOTTSDALE FDS | 45,950 | $2.7B | 3.57% |
| 9 | THOR INDS INC | 35,491 | $2.7B | 3.51% |
| 10 | BRISTOL-MYERS SQUIBB CO | 37,615 | $2.2B | 2.85% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 43 | $21.1B | 27.8% |
| Consumer Defensive | 4 | $13.3B | 17.6% |
| Energy | 5 | $10.4B | 13.7% |
| Consumer Cyclical | 7 | $8.8B | 11.6% |
| Communication Services | 4 | $7.4B | 9.7% |
| Unknown | 7 | $5.1B | 6.7% |
| Industrials | 8 | $4.7B | 6.2% |
| Healthcare | 9 | $4.0B | 5.3% |
| Basic Materials | 1 | $773.3M | 1.0% |
| Real Estate | 2 | $241.0M | 0.3% |
| Technology | 10 | $30.1M | 0.0% |
| Utilities | 1 | $365K | 0.0% |