SHAYNE & JACOBS, LLC

CIK 0001484085 · NASHVILLE, TN · Quarter end: 2026-06-30 · Filed on: 2026-07-07 · Open the SEC source

SHAYNE & JACOBS, LLC reported 101 positions worth $337.2M as of June 30, 2026 (13F filed July 7, 2026). Largest holding: BRK-B (23.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$337.2M
2026 Q2
Positions
101
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
61.3%
Est. Net Flow (Q)
2026 Q2
10 / 101 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BRK-BBERKSHIRE HATHAWAY INC DELSH$80.1M23.76%160,087
2HCAHCA HEALTHCARE INCSH$35.7M10.58%91,506
3VTIVANGUARD INDEX FDSSH$14.6M4.34%39,568
4AXPAMERICAN EXPRESS COSH$13.9M4.13%41,139
5SYYSYSCO CORPSH$13.3M3.95%159,465
6BRK-ABERKSHIRE HATHAWAY INC DELSH$11.2M3.33%15
7AMATAPPLIED MATLS INCSH$11.1M3.30%15,409
8FTITECHNIPFMC PLCSH$10.0M2.96%150,755
9GOOGLALPHABET INCSH$9.2M2.72%25,653
10GSGOLDMAN SACHS GROUP INCSH$7.4M2.19%7,314

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SHAYNE & JACOBS, LLC hold as of Q2 2026?

SHAYNE & JACOBS, LLC reported 101 positions worth $337.2M in its Q2 2026 13F filing. Largest positions: BRK-B (23.8%), HCA (10.6%), VTI (4.3%), AXP (4.1%) and SYY (4.0%).

What did SHAYNE & JACOBS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SHAYNE & JACOBS, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.