Filed: 1/27/2026ACC: 0001484085-26-000001
📋 What this filing means
SHAYNE & JACOBS, LLC filed this quarterly 13F‑HR report disclosing 95 equity positions with a total reported market value of $330.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
95
Positions
$330.34M
Total AUM (reported)
2.42M
Total Shares
Allocation by class
COM$165.31M50.0%
CL B NEW$84.59M25.6%
CL A$23.70M7.2%
TOTAL STK MKT$14.46M4.4%
CAP STK CL A$8.36M2.5%
COM SHS$4.32M1.3%
ORD SHS$2.55M0.8%
Portfolio Concentration
Top 3$143.16M43.3%
4–10$73.10M22.1%
11–25$56.66M17.2%
Rest$57.42M17.4%
Top 3 weight
43.3%
Top 10 weight
65.5%
Voting Authority Distribution
Total shares with voting rights: 2.42M
Sole
Full voting authority
2.19M
shares
% of voting shares90.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
227.66K
shares
% of voting shares9.4%
Investment Discretion (by position count)
Sole68
Shared0
Other27
Dominant voting typeSole · 90.6% of voting shares
Institutional Holdings95
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares168.29K
TypeSH
Market value$84.59M
25.61%
Sole
163.75K
Shared
0.00
None
4.53K
HCA HEALTHCARE INC
OTRShares91.52K
TypeSH
Market value$42.73M
12.93%
Sole
90.96K
Shared
0.00
None
560.00
BERKSHIRE HATHAWAY INC DEL
OTRShares21.00
TypeSH
Market value$15.85M
4.80%
Sole
21.00
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
OTRShares41.28K
TypeSH
Market value$15.27M
4.62%
Sole
39.39K
Shared
0.00
None
1.89K
VANGUARD INDEX FDS
OTRShares43.12K
TypeSH
Market value$14.46M
4.38%
Sole
39.38K
Shared
0.00
None
3.74K
SYSCO CORP
OTRShares164.31K
TypeSH
Market value$12.11M
3.67%
Sole
159.63K
Shared
0.00
None
4.68K
MICROSOFT CORP
OTRShares17.41K
TypeSH
Market value$8.42M
2.55%
Sole
17.34K
Shared
0.00
None
60.00
ALPHABET INC
OTRShares26.71K
TypeSH
Market value$8.36M
2.53%
Sole
24.10K
Shared
0.00
None
2.61K
TECHNIPFMC PLC
SOLEShares167.67K
TypeSH
Market value$7.47M
2.26%
Sole
150.22K
Shared
0.00
None
17.45K
GOLDMAN SACHS GROUP INC
SOLEShares7.98K
TypeSH
Market value$7.01M
2.12%
Sole
7.49K
Shared
0.00
None
490.00
BANK NEW YORK MELLON CORP
SOLEShares59.14K
TypeSH
Market value$6.87M
2.08%
Sole
59.14K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares22.50K
TypeSH
Market value$5.78M
1.75%
Sole
20.46K
Shared
0.00
None
2.03K
CBRE GROUP INC
SOLEShares34.75K
TypeSH
Market value$5.59M
1.69%
Sole
31.31K
Shared
0.00
None
3.44K
WALMART INC
SOLEShares41.75K
TypeSH
Market value$4.65M
1.41%
Sole
37.69K
Shared
0.00
None
4.05K
WELLS FARGO CO NEW
OTRShares44.70K
TypeSH
Market value$4.17M
1.26%
Sole
41.95K
Shared
0.00
None
2.76K
ROBERT HALF INC.
SOLEShares142.76K
TypeSH
Market value$3.88M
1.17%
Sole
132.56K
Shared
0.00
None
10.20K
PULTE GROUP INC
SOLEShares32.19K
TypeSH
Market value$3.77M
1.14%
Sole
29.18K
Shared
0.00
None
3.02K
OMNICOM GROUP INC
SOLEShares40.50K
TypeSH
Market value$3.27M
0.99%
Sole
37.02K
Shared
0.00
None
3.48K
DISNEY WALT CO
SOLEShares28.60K
TypeSH
Market value$3.25M
0.98%
Sole
25.73K
Shared
0.00
None
2.87K
APPLE INC
OTRShares11.78K
TypeSH
Market value$3.20M
0.97%
Sole
10.79K
Shared
0.00
None
990.00
TE CONNECTIVITY PLC
SOLEShares11.20K
TypeSH
Market value$2.55M
0.77%
Sole
10.11K
Shared
0.00
None
1.09K
RTX CORPORATION
SOLEShares13.81K
TypeSH
Market value$2.53M
0.77%
Sole
13.81K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares7.51K
TypeSH
Market value$2.48M
0.75%
Sole
6.95K
Shared
0.00
None
570.00
PHILIP MORRIS INTL INC
OTRShares14.64K
TypeSH
Market value$2.35M
0.71%
Sole
12.27K
Shared
0.00
None
2.37K
VANGUARD INDEX FDS
SOLEShares10.94K
TypeSH
Market value$2.32M
0.70%
Sole
10.94K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 168.29K | SH | $84.59M 25.61% | 163.75K | 0.00 | 4.53K |
HCA HEALTHCARE INCOTR | COM | 91.52K | SH | $42.73M 12.93% | 90.96K | 0.00 | 560.00 |
BERKSHIRE HATHAWAY INC DELOTR | CL A | 21.00 | SH | $15.85M 4.80% | 21.00 | 0.00 | 0.00 |
AMERICAN EXPRESS COOTR | COM | 41.28K | SH | $15.27M 4.62% | 39.39K | 0.00 | 1.89K |
VANGUARD INDEX FDSOTR | TOTAL STK MKT | 43.12K | SH | $14.46M 4.38% | 39.38K | 0.00 | 3.74K |
SYSCO CORPOTR | COM | 164.31K | SH | $12.11M 3.67% | 159.63K | 0.00 | 4.68K |
MICROSOFT CORPOTR | COM | 17.41K | SH | $8.42M 2.55% | 17.34K | 0.00 | 60.00 |
ALPHABET INCOTR | CAP STK CL A | 26.71K | SH | $8.36M 2.53% | 24.10K | 0.00 | 2.61K |
TECHNIPFMC PLCSOLE | COM | 167.67K | SH | $7.47M 2.26% | 150.22K | 0.00 | 17.45K |
GOLDMAN SACHS GROUP INCSOLE | COM | 7.98K | SH | $7.01M 2.12% | 7.49K | 0.00 | 490.00 |
BANK NEW YORK MELLON CORPSOLE | COM | 59.14K | SH | $6.87M 2.08% | 59.14K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 22.50K | SH | $5.78M 1.75% | 20.46K | 0.00 | 2.03K |
CBRE GROUP INCSOLE | CL A | 34.75K | SH | $5.59M 1.69% | 31.31K | 0.00 | 3.44K |
WALMART INCSOLE | COM | 41.75K | SH | $4.65M 1.41% | 37.69K | 0.00 | 4.05K |
WELLS FARGO CO NEWOTR | COM | 44.70K | SH | $4.17M 1.26% | 41.95K | 0.00 | 2.76K |
ROBERT HALF INC.SOLE | COM | 142.76K | SH | $3.88M 1.17% | 132.56K | 0.00 | 10.20K |
PULTE GROUP INCSOLE | COM | 32.19K | SH | $3.77M 1.14% | 29.18K | 0.00 | 3.02K |
OMNICOM GROUP INCSOLE | COM | 40.50K | SH | $3.27M 0.99% | 37.02K | 0.00 | 3.48K |
DISNEY WALT COSOLE | COM | 28.60K | SH | $3.25M 0.98% | 25.73K | 0.00 | 2.87K |
APPLE INCOTR | COM | 11.78K | SH | $3.20M 0.97% | 10.79K | 0.00 | 990.00 |
TE CONNECTIVITY PLCSOLE | ORD SHS | 11.20K | SH | $2.55M 0.77% | 10.11K | 0.00 | 1.09K |
RTX CORPORATIONSOLE | COM | 13.81K | SH | $2.53M 0.77% | 13.81K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 7.51K | SH | $2.48M 0.75% | 6.95K | 0.00 | 570.00 |
PHILIP MORRIS INTL INCOTR | COM | 14.64K | SH | $2.35M 0.71% | 12.27K | 0.00 | 2.37K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 10.94K | SH | $2.32M 0.70% | 10.94K | 0.00 | 0.00 |
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