Filed: 5/2/2025ACC: 0001085146-25-002566
📋 What this filing means
SHAYNE & JACOBS, LLC filed this quarterly 13F‑HR report disclosing 94 equity positions with a total reported market value of $406.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
94
Positions
$406.30M
Total AUM (reported)
2.59M
Total Shares
Allocation by class
COM$157.26M38.7%
CL B NEW$154.28M38.0%
CL A$44.39M10.9%
TOTAL STK MKT$17.03M4.2%
CAP STK CL A$4.29M1.1%
COM NEW$2.30M0.6%
COM SHS$2.12M0.5%
Portfolio Concentration
Top 3$224.82M55.3%
4–10$81.04M19.9%
11–25$45.90M11.3%
Rest$54.53M13.4%
Top 3 weight
55.3%
Top 10 weight
75.3%
Voting Authority Distribution
Total shares with voting rights: 2.59M
Sole
Full voting authority
2.38M
shares
% of voting shares91.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
209.17K
shares
% of voting shares8.1%
Investment Discretion (by position count)
Sole72
Shared0
Other22
Dominant voting typeSole · 91.9% of voting shares
Institutional Holdings94
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares289.68K
TypeSH
Market value$154.28M
37.97%
Sole
282.93K
Shared
0.00
None
6.75K
BERKSHIRE HATHAWAY INC DEL
OTRShares47.00
TypeSH
Market value$37.53M
9.24%
Sole
47.00
Shared
0.00
None
0.00
HCA HEALTHCARE INC
OTRShares95.56K
TypeSH
Market value$33.02M
8.13%
Sole
95K
Shared
0.00
None
560.00
SYSCO CORP
SOLEShares332.49K
TypeSH
Market value$24.95M
6.14%
Sole
323.65K
Shared
0.00
None
8.84K
VANGUARD INDEX FDS
OTRShares61.97K
TypeSH
Market value$17.03M
4.19%
Sole
55.66K
Shared
0.00
None
6.31K
AMERICAN EXPRESS CO
OTRShares63.18K
TypeSH
Market value$17.00M
4.18%
Sole
61.29K
Shared
0.00
None
1.89K
MICROSOFT CORP
SOLEShares17.40K
TypeSH
Market value$6.53M
1.61%
Sole
17.34K
Shared
0.00
None
60.00
TECHNIPFMC PLC
SOLEShares176.25K
TypeSH
Market value$5.59M
1.37%
Sole
157.51K
Shared
0.00
None
18.75K
BANK NEW YORK MELLON CORP
SOLEShares64.04K
TypeSH
Market value$5.37M
1.32%
Sole
64.04K
Shared
0.00
None
0.00
CBRE GROUP INC
SOLEShares34.99K
TypeSH
Market value$4.58M
1.13%
Sole
31.53K
Shared
0.00
None
3.46K
GOLDMAN SACHS GROUP INC
SOLEShares8.19K
TypeSH
Market value$4.47M
1.10%
Sole
7.64K
Shared
0.00
None
550.00
ALPHABET INC
OTRShares27.75K
TypeSH
Market value$4.29M
1.06%
Sole
24.90K
Shared
0.00
None
2.85K
UNITEDHEALTH GROUP INC
SOLEShares7.64K
TypeSH
Market value$4.00M
0.98%
Sole
7.07K
Shared
0.00
None
570.00
WALMART INC
SOLEShares43.62K
TypeSH
Market value$3.83M
0.94%
Sole
39.46K
Shared
0.00
None
4.16K
WELLS FARGO CO NEW
OTRShares48.18K
TypeSH
Market value$3.46M
0.85%
Sole
45.42K
Shared
0.00
None
2.76K
PULTE GROUP INC
SOLEShares32.19K
TypeSH
Market value$3.31M
0.81%
Sole
29.18K
Shared
0.00
None
3.02K
APPLIED MATLS INC
SOLEShares22.52K
TypeSH
Market value$3.27M
0.80%
Sole
20.49K
Shared
0.00
None
2.03K
OMNICOM GROUP INC
SOLEShares35.10K
TypeSH
Market value$2.91M
0.72%
Sole
31.62K
Shared
0.00
None
3.48K
DISNEY WALT CO
SOLEShares28.65K
TypeSH
Market value$2.83M
0.70%
Sole
25.78K
Shared
0.00
None
2.87K
APPLE INC
OTRShares11.77K
TypeSH
Market value$2.62M
0.64%
Sole
10.78K
Shared
0.00
None
990.00
BRISTOL-MYERS SQUIBB CO
OTRShares37.51K
TypeSH
Market value$2.29M
0.56%
Sole
33.78K
Shared
0.00
None
3.73K
PHILIP MORRIS INTL INC
SOLEShares14.29K
TypeSH
Market value$2.27M
0.56%
Sole
11.92K
Shared
0.00
None
2.37K
ROBERT HALF INC.
SOLEShares40.63K
TypeSH
Market value$2.22M
0.55%
Sole
36.04K
Shared
0.00
None
4.59K
LABCORP HOLDINGS INC
SOLEShares9.11K
TypeSH
Market value$2.12M
0.52%
Sole
8.01K
Shared
0.00
None
1.10K
VANGUARD INDEX FDS
SOLEShares10.87K
TypeSH
Market value$2.02M
0.50%
Sole
10.87K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 289.68K | SH | $154.28M 37.97% | 282.93K | 0.00 | 6.75K |
BERKSHIRE HATHAWAY INC DELOTR | CL A | 47.00 | SH | $37.53M 9.24% | 47.00 | 0.00 | 0.00 |
HCA HEALTHCARE INCOTR | COM | 95.56K | SH | $33.02M 8.13% | 95K | 0.00 | 560.00 |
SYSCO CORPSOLE | COM | 332.49K | SH | $24.95M 6.14% | 323.65K | 0.00 | 8.84K |
VANGUARD INDEX FDSOTR | TOTAL STK MKT | 61.97K | SH | $17.03M 4.19% | 55.66K | 0.00 | 6.31K |
AMERICAN EXPRESS COOTR | COM | 63.18K | SH | $17.00M 4.18% | 61.29K | 0.00 | 1.89K |
MICROSOFT CORPSOLE | COM | 17.40K | SH | $6.53M 1.61% | 17.34K | 0.00 | 60.00 |
TECHNIPFMC PLCSOLE | COM | 176.25K | SH | $5.59M 1.37% | 157.51K | 0.00 | 18.75K |
BANK NEW YORK MELLON CORPSOLE | COM | 64.04K | SH | $5.37M 1.32% | 64.04K | 0.00 | 0.00 |
CBRE GROUP INCSOLE | CL A | 34.99K | SH | $4.58M 1.13% | 31.53K | 0.00 | 3.46K |
GOLDMAN SACHS GROUP INCSOLE | COM | 8.19K | SH | $4.47M 1.10% | 7.64K | 0.00 | 550.00 |
ALPHABET INCOTR | CAP STK CL A | 27.75K | SH | $4.29M 1.06% | 24.90K | 0.00 | 2.85K |
UNITEDHEALTH GROUP INCSOLE | COM | 7.64K | SH | $4.00M 0.98% | 7.07K | 0.00 | 570.00 |
WALMART INCSOLE | COM | 43.62K | SH | $3.83M 0.94% | 39.46K | 0.00 | 4.16K |
WELLS FARGO CO NEWOTR | COM | 48.18K | SH | $3.46M 0.85% | 45.42K | 0.00 | 2.76K |
PULTE GROUP INCSOLE | COM | 32.19K | SH | $3.31M 0.81% | 29.18K | 0.00 | 3.02K |
APPLIED MATLS INCSOLE | COM | 22.52K | SH | $3.27M 0.80% | 20.49K | 0.00 | 2.03K |
OMNICOM GROUP INCSOLE | COM | 35.10K | SH | $2.91M 0.72% | 31.62K | 0.00 | 3.48K |
DISNEY WALT COSOLE | COM | 28.65K | SH | $2.83M 0.70% | 25.78K | 0.00 | 2.87K |
APPLE INCOTR | COM | 11.77K | SH | $2.62M 0.64% | 10.78K | 0.00 | 990.00 |
BRISTOL-MYERS SQUIBB COOTR | COM | 37.51K | SH | $2.29M 0.56% | 33.78K | 0.00 | 3.73K |
PHILIP MORRIS INTL INCSOLE | COM | 14.29K | SH | $2.27M 0.56% | 11.92K | 0.00 | 2.37K |
ROBERT HALF INC.SOLE | COM | 40.63K | SH | $2.22M 0.55% | 36.04K | 0.00 | 4.59K |
LABCORP HOLDINGS INCSOLE | COM SHS | 9.11K | SH | $2.12M 0.52% | 8.01K | 0.00 | 1.10K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 10.87K | SH | $2.02M 0.50% | 10.87K | 0.00 | 0.00 |
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