Filed: 11/5/2025ACC: 0001484085-25-000002
📋 What this filing means
SHAYNE & JACOBS, LLC filed this quarterly 13F‑HR report disclosing 96 equity positions with a total reported market value of $323.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
96
Positions
$323.03M
Total AUM (reported)
2.42M
Total Shares
Allocation by class
COM$160.04M49.5%
CL B NEW$85.63M26.5%
CL A$23.61M7.3%
TOTAL STK MKT$14.97M4.6%
CAP STK CL A$6.71M2.1%
COM SHS$2.62M0.8%
ORD SHS$2.46M0.8%
Portfolio Concentration
Top 3$140.48M43.5%
4–10$71.68M22.2%
11–25$55.10M17.1%
Rest$55.77M17.3%
Top 3 weight
43.5%
Top 10 weight
65.7%
Voting Authority Distribution
Total shares with voting rights: 2.42M
Sole
Full voting authority
2.20M
shares
% of voting shares90.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
224.46K
shares
% of voting shares9.3%
Investment Discretion (by position count)
Sole76
Shared0
Other20
Dominant voting typeSole · 90.7% of voting shares
Institutional Holdings96
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares170.32K
TypeSH
Market value$85.63M
26.51%
Sole
166.08K
Shared
0.00
None
4.24K
HCA HEALTHCARE INC
OTRShares91.55K
TypeSH
Market value$39.02M
12.08%
Sole
90.99K
Shared
0.00
None
560.00
BERKSHIRE HATHAWAY INC DEL
OTRShares21.00
TypeSH
Market value$15.84M
4.90%
Sole
21.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
OTRShares45.60K
TypeSH
Market value$14.97M
4.63%
Sole
41.86K
Shared
0.00
None
3.74K
SYSCO CORP
SOLEShares168.77K
TypeSH
Market value$13.90M
4.30%
Sole
164.09K
Shared
0.00
None
4.68K
AMERICAN EXPRESS CO
SOLEShares41.39K
TypeSH
Market value$13.75M
4.26%
Sole
39.50K
Shared
0.00
None
1.89K
MICROSOFT CORP
OTRShares17.40K
TypeSH
Market value$9.01M
2.79%
Sole
17.34K
Shared
0.00
None
60.00
TECHNIPFMC PLC
SOLEShares174.85K
TypeSH
Market value$6.90M
2.14%
Sole
156.11K
Shared
0.00
None
18.75K
ALPHABET INC
OTRShares27.60K
TypeSH
Market value$6.71M
2.08%
Sole
24.75K
Shared
0.00
None
2.85K
BANK NEW YORK MELLON CORP
SOLEShares59.14K
TypeSH
Market value$6.44M
1.99%
Sole
59.14K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares8.06K
TypeSH
Market value$6.42M
1.99%
Sole
7.51K
Shared
0.00
None
550.00
CBRE GROUP INC
SOLEShares34.80K
TypeSH
Market value$5.48M
1.70%
Sole
31.34K
Shared
0.00
None
3.46K
APPLIED MATLS INC
SOLEShares22.52K
TypeSH
Market value$4.61M
1.43%
Sole
20.49K
Shared
0.00
None
2.03K
WALMART INC
SOLEShares42.20K
TypeSH
Market value$4.35M
1.35%
Sole
38.05K
Shared
0.00
None
4.16K
PULTE GROUP INC
SOLEShares32.19K
TypeSH
Market value$4.25M
1.32%
Sole
29.18K
Shared
0.00
None
3.02K
ROBERT HALF INC.
SOLEShares118.35K
TypeSH
Market value$4.02M
1.24%
Sole
110.96K
Shared
0.00
None
7.39K
WELLS FARGO CO NEW
SOLEShares46.97K
TypeSH
Market value$3.94M
1.22%
Sole
44.21K
Shared
0.00
None
2.76K
OMNICOM GROUP INC
SOLEShares40.97K
TypeSH
Market value$3.34M
1.03%
Sole
37.49K
Shared
0.00
None
3.48K
DISNEY WALT CO
SOLEShares28.65K
TypeSH
Market value$3.28M
1.02%
Sole
25.78K
Shared
0.00
None
2.87K
APPLE INC
OTRShares11.78K
TypeSH
Market value$3.00M
0.93%
Sole
10.79K
Shared
0.00
None
990.00
LABCORP HOLDINGS INC
SOLEShares9.11K
TypeSH
Market value$2.62M
0.81%
Sole
8.01K
Shared
0.00
None
1.10K
UNITEDHEALTH GROUP INC
SOLEShares7.51K
TypeSH
Market value$2.59M
0.80%
Sole
6.95K
Shared
0.00
None
570.00
TE CONNECTIVITY PLC
SOLEShares11.20K
TypeSH
Market value$2.46M
0.76%
Sole
10.11K
Shared
0.00
None
1.09K
PHILIP MORRIS INTL INC
OTRShares14.84K
TypeSH
Market value$2.41M
0.74%
Sole
12.47K
Shared
0.00
None
2.37K
AGCO CORP
SOLEShares21.76K
TypeSH
Market value$2.33M
0.72%
Sole
19.44K
Shared
0.00
None
2.32K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 170.32K | SH | $85.63M 26.51% | 166.08K | 0.00 | 4.24K |
HCA HEALTHCARE INCOTR | COM | 91.55K | SH | $39.02M 12.08% | 90.99K | 0.00 | 560.00 |
BERKSHIRE HATHAWAY INC DELOTR | CL A | 21.00 | SH | $15.84M 4.90% | 21.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSOTR | TOTAL STK MKT | 45.60K | SH | $14.97M 4.63% | 41.86K | 0.00 | 3.74K |
SYSCO CORPSOLE | COM | 168.77K | SH | $13.90M 4.30% | 164.09K | 0.00 | 4.68K |
AMERICAN EXPRESS COSOLE | COM | 41.39K | SH | $13.75M 4.26% | 39.50K | 0.00 | 1.89K |
MICROSOFT CORPOTR | COM | 17.40K | SH | $9.01M 2.79% | 17.34K | 0.00 | 60.00 |
TECHNIPFMC PLCSOLE | COM | 174.85K | SH | $6.90M 2.14% | 156.11K | 0.00 | 18.75K |
ALPHABET INCOTR | CAP STK CL A | 27.60K | SH | $6.71M 2.08% | 24.75K | 0.00 | 2.85K |
BANK NEW YORK MELLON CORPSOLE | COM | 59.14K | SH | $6.44M 1.99% | 59.14K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 8.06K | SH | $6.42M 1.99% | 7.51K | 0.00 | 550.00 |
CBRE GROUP INCSOLE | CL A | 34.80K | SH | $5.48M 1.70% | 31.34K | 0.00 | 3.46K |
APPLIED MATLS INCSOLE | COM | 22.52K | SH | $4.61M 1.43% | 20.49K | 0.00 | 2.03K |
WALMART INCSOLE | COM | 42.20K | SH | $4.35M 1.35% | 38.05K | 0.00 | 4.16K |
PULTE GROUP INCSOLE | COM | 32.19K | SH | $4.25M 1.32% | 29.18K | 0.00 | 3.02K |
ROBERT HALF INC.SOLE | COM | 118.35K | SH | $4.02M 1.24% | 110.96K | 0.00 | 7.39K |
WELLS FARGO CO NEWSOLE | COM | 46.97K | SH | $3.94M 1.22% | 44.21K | 0.00 | 2.76K |
OMNICOM GROUP INCSOLE | COM | 40.97K | SH | $3.34M 1.03% | 37.49K | 0.00 | 3.48K |
DISNEY WALT COSOLE | COM | 28.65K | SH | $3.28M 1.02% | 25.78K | 0.00 | 2.87K |
APPLE INCOTR | COM | 11.78K | SH | $3.00M 0.93% | 10.79K | 0.00 | 990.00 |
LABCORP HOLDINGS INCSOLE | COM SHS | 9.11K | SH | $2.62M 0.81% | 8.01K | 0.00 | 1.10K |
UNITEDHEALTH GROUP INCSOLE | COM | 7.51K | SH | $2.59M 0.80% | 6.95K | 0.00 | 570.00 |
TE CONNECTIVITY PLCSOLE | ORD SHS | 11.20K | SH | $2.46M 0.76% | 10.11K | 0.00 | 1.09K |
PHILIP MORRIS INTL INCOTR | COM | 14.84K | SH | $2.41M 0.74% | 12.47K | 0.00 | 2.37K |
AGCO CORPSOLE | COM | 21.76K | SH | $2.33M 0.72% | 19.44K | 0.00 | 2.32K |
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