Filed: 7/24/2025ACC: 0001085146-25-004145
📋 What this filing means
SHAYNE & JACOBS, LLC filed this quarterly 13F‑HR report disclosing 93 equity positions with a total reported market value of $302.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
93
Positions
$302.50M
Total AUM (reported)
2.38M
Total Shares
Allocation by class
COM$147.90M48.9%
CL B NEW$83.02M27.4%
CL A$22.50M7.4%
TOTAL STK MKT$14.05M4.6%
CAP STK CL A$4.89M1.6%
COM SHS$2.39M0.8%
COM NEW$2.29M0.8%
Portfolio Concentration
Top 3$133.41M44.1%
4–10$66.05M21.8%
11–25$49.26M16.3%
Rest$53.78M17.8%
Top 3 weight
44.1%
Top 10 weight
65.9%
Voting Authority Distribution
Total shares with voting rights: 2.38M
Sole
Full voting authority
2.16M
shares
% of voting shares90.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
222.09K
shares
% of voting shares9.3%
Investment Discretion (by position count)
Sole71
Shared0
Other22
Dominant voting typeSole · 90.7% of voting shares
Institutional Holdings93
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares170.91K
TypeSH
Market value$83.02M
27.45%
Sole
166.67K
Shared
0.00
None
4.24K
HCA HEALTHCARE INC
OTRShares91.56K
TypeSH
Market value$35.08M
11.60%
Sole
91K
Shared
0.00
None
560.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares21.00
TypeSH
Market value$15.30M
5.06%
Sole
21.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
OTRShares46.23K
TypeSH
Market value$14.05M
4.65%
Sole
42.19K
Shared
0.00
None
4.04K
AMERICAN EXPRESS CO
SOLEShares41.39K
TypeSH
Market value$13.20M
4.36%
Sole
39.50K
Shared
0.00
None
1.89K
SYSCO CORP
OTRShares170.30K
TypeSH
Market value$12.90M
4.26%
Sole
165.62K
Shared
0.00
None
4.68K
MICROSOFT CORP
OTRShares17.40K
TypeSH
Market value$8.66M
2.86%
Sole
17.34K
Shared
0.00
None
60.00
TECHNIPFMC PLC
SOLEShares176.15K
TypeSH
Market value$6.07M
2.01%
Sole
157.40K
Shared
0.00
None
18.75K
GOLDMAN SACHS GROUP INC
SOLEShares8.18K
TypeSH
Market value$5.79M
1.91%
Sole
7.63K
Shared
0.00
None
550.00
BANK NEW YORK MELLON CORP
SOLEShares59.14K
TypeSH
Market value$5.39M
1.78%
Sole
59.14K
Shared
0.00
None
0.00
ALPHABET INC
OTRShares27.75K
TypeSH
Market value$4.89M
1.62%
Sole
24.90K
Shared
0.00
None
2.85K
CBRE GROUP INC
SOLEShares34.86K
TypeSH
Market value$4.88M
1.61%
Sole
31.40K
Shared
0.00
None
3.46K
WALMART INC
SOLEShares42.29K
TypeSH
Market value$4.14M
1.37%
Sole
38.14K
Shared
0.00
None
4.16K
APPLIED MATLS INC
SOLEShares22.52K
TypeSH
Market value$4.12M
1.36%
Sole
20.49K
Shared
0.00
None
2.03K
WELLS FARGO CO NEW
SOLEShares46.97K
TypeSH
Market value$3.76M
1.24%
Sole
44.21K
Shared
0.00
None
2.76K
DISNEY WALT CO
SOLEShares28.65K
TypeSH
Market value$3.55M
1.17%
Sole
25.78K
Shared
0.00
None
2.87K
ROBERT HALF INC.
SOLEShares82.89K
TypeSH
Market value$3.40M
1.12%
Sole
78K
Shared
0.00
None
4.89K
PULTE GROUP INC
SOLEShares32.19K
TypeSH
Market value$3.39M
1.12%
Sole
29.18K
Shared
0.00
None
3.02K
OMNICOM GROUP INC
SOLEShares41.32K
TypeSH
Market value$2.97M
0.98%
Sole
37.84K
Shared
0.00
None
3.48K
PHILIP MORRIS INTL INC
OTRShares14.14K
TypeSH
Market value$2.57M
0.85%
Sole
11.77K
Shared
0.00
None
2.37K
APPLE INC
OTRShares11.77K
TypeSH
Market value$2.42M
0.80%
Sole
10.78K
Shared
0.00
None
990.00
LABCORP HOLDINGS INC
SOLEShares9.11K
TypeSH
Market value$2.39M
0.79%
Sole
8.01K
Shared
0.00
None
1.10K
UNITEDHEALTH GROUP INC
SOLEShares7.55K
TypeSH
Market value$2.36M
0.78%
Sole
6.98K
Shared
0.00
None
570.00
AGCO CORP
SOLEShares21.76K
TypeSH
Market value$2.24M
0.74%
Sole
19.44K
Shared
0.00
None
2.32K
CARLISLE COS INC
SOLEShares5.79K
TypeSH
Market value$2.16M
0.72%
Sole
5.61K
Shared
0.00
None
190.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 170.91K | SH | $83.02M 27.45% | 166.67K | 0.00 | 4.24K |
HCA HEALTHCARE INCOTR | COM | 91.56K | SH | $35.08M 11.60% | 91K | 0.00 | 560.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 21.00 | SH | $15.30M 5.06% | 21.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSOTR | TOTAL STK MKT | 46.23K | SH | $14.05M 4.65% | 42.19K | 0.00 | 4.04K |
AMERICAN EXPRESS COSOLE | COM | 41.39K | SH | $13.20M 4.36% | 39.50K | 0.00 | 1.89K |
SYSCO CORPOTR | COM | 170.30K | SH | $12.90M 4.26% | 165.62K | 0.00 | 4.68K |
MICROSOFT CORPOTR | COM | 17.40K | SH | $8.66M 2.86% | 17.34K | 0.00 | 60.00 |
TECHNIPFMC PLCSOLE | COM | 176.15K | SH | $6.07M 2.01% | 157.40K | 0.00 | 18.75K |
GOLDMAN SACHS GROUP INCSOLE | COM | 8.18K | SH | $5.79M 1.91% | 7.63K | 0.00 | 550.00 |
BANK NEW YORK MELLON CORPSOLE | COM | 59.14K | SH | $5.39M 1.78% | 59.14K | 0.00 | 0.00 |
ALPHABET INCOTR | CAP STK CL A | 27.75K | SH | $4.89M 1.62% | 24.90K | 0.00 | 2.85K |
CBRE GROUP INCSOLE | CL A | 34.86K | SH | $4.88M 1.61% | 31.40K | 0.00 | 3.46K |
WALMART INCSOLE | COM | 42.29K | SH | $4.14M 1.37% | 38.14K | 0.00 | 4.16K |
APPLIED MATLS INCSOLE | COM | 22.52K | SH | $4.12M 1.36% | 20.49K | 0.00 | 2.03K |
WELLS FARGO CO NEWSOLE | COM | 46.97K | SH | $3.76M 1.24% | 44.21K | 0.00 | 2.76K |
DISNEY WALT COSOLE | COM | 28.65K | SH | $3.55M 1.17% | 25.78K | 0.00 | 2.87K |
ROBERT HALF INC.SOLE | COM | 82.89K | SH | $3.40M 1.12% | 78K | 0.00 | 4.89K |
PULTE GROUP INCSOLE | COM | 32.19K | SH | $3.39M 1.12% | 29.18K | 0.00 | 3.02K |
OMNICOM GROUP INCSOLE | COM | 41.32K | SH | $2.97M 0.98% | 37.84K | 0.00 | 3.48K |
PHILIP MORRIS INTL INCOTR | COM | 14.14K | SH | $2.57M 0.85% | 11.77K | 0.00 | 2.37K |
APPLE INCOTR | COM | 11.77K | SH | $2.42M 0.80% | 10.78K | 0.00 | 990.00 |
LABCORP HOLDINGS INCSOLE | COM SHS | 9.11K | SH | $2.39M 0.79% | 8.01K | 0.00 | 1.10K |
UNITEDHEALTH GROUP INCSOLE | COM | 7.55K | SH | $2.36M 0.78% | 6.98K | 0.00 | 570.00 |
AGCO CORPSOLE | COM | 21.76K | SH | $2.24M 0.74% | 19.44K | 0.00 | 2.32K |
CARLISLE COS INCSOLE | COM | 5.79K | SH | $2.16M 0.72% | 5.61K | 0.00 | 190.00 |
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