Filed: 4/28/2026ACC: 0001484085-26-000002
๐ What this filing means
SHAYNE & JACOBS, LLC filed this quarterly 13FโHR report disclosing 94 equity positions with a total reported market value of $323.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
94
Positions
$323.60M
Total AUM (reported)
2.36M
Total Shares
Allocation by class
COM$167.68M51.8%
CL B NEW$79.34M24.5%
CL A$21.10M6.5%
TOTAL STK MKT$12.79M4.0%
CAP STK CL A$7.47M2.3%
COM SHS$6.23M1.9%
COM NEW$3.12M1.0%
Portfolio Concentration
Top 3$137.00M42.3%
4โ10$68.97M21.3%
11โ25$58.99M18.2%
Rest$58.64M18.1%
Top 3 weight
42.3%
Top 10 weight
63.7%
Voting Authority Distribution
Total shares with voting rights: 2.36M
Sole
Full voting authority
2.15M
shares
% of voting shares91.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
205.14K
shares
% of voting shares8.7%
Investment Discretion (by position count)
Sole76
Shared0
Other18
Dominant voting typeSole ยท 91.3% of voting shares
Institutional Holdings94
Rows:
BERKSHIRE HATHAWAY INC DEL
OTRShares165.56K
TypeSH
Market value$79.34M
24.52%
Sole
161.03K
Shared
0.00
None
4.53K
HCA HEALTHCARE INC
OTRShares91.51K
TypeSH
Market value$43.30M
13.38%
Sole
90.95K
Shared
0.00
None
560.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares20.00
TypeSH
Market value$14.36M
4.44%
Sole
20.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
OTRShares39.88K
TypeSH
Market value$12.79M
3.95%
Sole
36.14K
Shared
0.00
None
3.74K
AMERICAN EXPRESS CO
OTRShares41.21K
TypeSH
Market value$12.47M
3.85%
Sole
39.32K
Shared
0.00
None
1.89K
SYSCO CORP
SOLEShares164.31K
TypeSH
Market value$11.72M
3.62%
Sole
159.63K
Shared
0.00
None
4.68K
TECHNIPFMC PLC
SOLEShares153.63K
TypeSH
Market value$10.62M
3.28%
Sole
138.31K
Shared
0.00
None
15.33K
ALPHABET INC
OTRShares25.96K
TypeSH
Market value$7.47M
2.31%
Sole
23.35K
Shared
0.00
None
2.61K
APPLIED MATLS INC
SOLEShares20.42K
TypeSH
Market value$6.98M
2.16%
Sole
18.47K
Shared
0.00
None
1.96K
BANK NEW YORK MELLON CORP
SOLEShares58.35K
TypeSH
Market value$6.92M
2.14%
Sole
58.35K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares7.94K
TypeSH
Market value$6.72M
2.08%
Sole
7.45K
Shared
0.00
None
490.00
MICROSOFT CORP
OTRShares17.41K
TypeSH
Market value$6.44M
1.99%
Sole
17.34K
Shared
0.00
None
60.00
WALMART INC
SOLEShares41.37K
TypeSH
Market value$5.14M
1.59%
Sole
37.31K
Shared
0.00
None
4.05K
CBRE GROUP INC
SOLEShares34.63K
TypeSH
Market value$4.69M
1.45%
Sole
31.19K
Shared
0.00
None
3.44K
DISNEY WALT CO
SOLEShares43.15K
TypeSH
Market value$4.16M
1.29%
Sole
40.28K
Shared
0.00
None
2.87K
ROBERT HALF INC.
SOLEShares153.43K
TypeSH
Market value$3.90M
1.20%
Sole
143.22K
Shared
0.00
None
10.20K
APTIV PLC
SOLEShares54.75K
TypeSH
Market value$3.80M
1.17%
Sole
49.83K
Shared
0.00
None
4.92K
PULTE GROUP INC
SOLEShares32.19K
TypeSH
Market value$3.79M
1.17%
Sole
29.18K
Shared
0.00
None
3.02K
WELLS FARGO & CO
OTRShares44.70K
TypeSH
Market value$3.56M
1.10%
Sole
41.95K
Shared
0.00
None
2.76K
CDW CORP
SOLEShares26.53K
TypeSH
Market value$3.21M
0.99%
Sole
24.84K
Shared
0.00
None
1.69K
APPLE INC
SOLEShares12.06K
TypeSH
Market value$3.06M
0.95%
Sole
11.07K
Shared
0.00
None
990.00
OMNICOM GROUP INC
SOLEShares38.70K
TypeSH
Market value$2.91M
0.90%
Sole
35.22K
Shared
0.00
None
3.48K
RTX CORPORATION
SOLEShares13.74K
TypeSH
Market value$2.65M
0.82%
Sole
13.74K
Shared
0.00
None
0.00
AGCO CORP
SOLEShares21.76K
TypeSH
Market value$2.52M
0.78%
Sole
19.44K
Shared
0.00
None
2.32K
LABCORP HOLDINGS INC
SOLEShares9.11K
TypeSH
Market value$2.43M
0.75%
Sole
8.01K
Shared
0.00
None
1.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELOTR | CL B NEW | 165.56K | SH | $79.34M 24.52% | 161.03K | 0.00 | 4.53K |
HCA HEALTHCARE INCOTR | COM | 91.51K | SH | $43.30M 13.38% | 90.95K | 0.00 | 560.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 20.00 | SH | $14.36M 4.44% | 20.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSOTR | TOTAL STK MKT | 39.88K | SH | $12.79M 3.95% | 36.14K | 0.00 | 3.74K |
AMERICAN EXPRESS COOTR | COM | 41.21K | SH | $12.47M 3.85% | 39.32K | 0.00 | 1.89K |
SYSCO CORPSOLE | COM | 164.31K | SH | $11.72M 3.62% | 159.63K | 0.00 | 4.68K |
TECHNIPFMC PLCSOLE | COM | 153.63K | SH | $10.62M 3.28% | 138.31K | 0.00 | 15.33K |
ALPHABET INCOTR | CAP STK CL A | 25.96K | SH | $7.47M 2.31% | 23.35K | 0.00 | 2.61K |
APPLIED MATLS INCSOLE | COM | 20.42K | SH | $6.98M 2.16% | 18.47K | 0.00 | 1.96K |
BANK NEW YORK MELLON CORPSOLE | COM | 58.35K | SH | $6.92M 2.14% | 58.35K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 7.94K | SH | $6.72M 2.08% | 7.45K | 0.00 | 490.00 |
MICROSOFT CORPOTR | COM | 17.41K | SH | $6.44M 1.99% | 17.34K | 0.00 | 60.00 |
WALMART INCSOLE | COM | 41.37K | SH | $5.14M 1.59% | 37.31K | 0.00 | 4.05K |
CBRE GROUP INCSOLE | CL A | 34.63K | SH | $4.69M 1.45% | 31.19K | 0.00 | 3.44K |
DISNEY WALT COSOLE | COM | 43.15K | SH | $4.16M 1.29% | 40.28K | 0.00 | 2.87K |
ROBERT HALF INC.SOLE | COM | 153.43K | SH | $3.90M 1.20% | 143.22K | 0.00 | 10.20K |
APTIV PLCSOLE | COM SHS | 54.75K | SH | $3.80M 1.17% | 49.83K | 0.00 | 4.92K |
PULTE GROUP INCSOLE | COM | 32.19K | SH | $3.79M 1.17% | 29.18K | 0.00 | 3.02K |
WELLS FARGO & COOTR | COM | 44.70K | SH | $3.56M 1.10% | 41.95K | 0.00 | 2.76K |
CDW CORPSOLE | COM | 26.53K | SH | $3.21M 0.99% | 24.84K | 0.00 | 1.69K |
APPLE INCSOLE | COM | 12.06K | SH | $3.06M 0.95% | 11.07K | 0.00 | 990.00 |
OMNICOM GROUP INCSOLE | COM | 38.70K | SH | $2.91M 0.90% | 35.22K | 0.00 | 3.48K |
RTX CORPORATIONSOLE | COM | 13.74K | SH | $2.65M 0.82% | 13.74K | 0.00 | 0.00 |
AGCO CORPSOLE | COM | 21.76K | SH | $2.52M 0.78% | 19.44K | 0.00 | 2.32K |
LABCORP HOLDINGS INCSOLE | COM SHS | 9.11K | SH | $2.43M 0.75% | 8.01K | 0.00 | 1.10K |
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