Filed: 7/7/2026ACC: 0001484085-26-000003
📋 What this filing means
SHAYNE & JACOBS, LLC filed this quarterly 13F‑HR report disclosing 101 equity positions with a total reported market value of $337.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
101
Positions
$337.18M
Total AUM (reported)
2.42M
Total Shares
Allocation by class
COM$175.55M52.1%
CL B NEW$80.11M23.8%
CL A$18.01M5.3%
TOTAL STK MKT$14.64M4.3%
CAP STK CL A$9.17M2.7%
COM SHS$6.37M1.9%
COM NEW$3.39M1.0%
Portfolio Concentration
Top 3$130.42M38.7%
4–10$76.18M22.6%
11–25$61.97M18.4%
Rest$68.61M20.3%
Top 3 weight
38.7%
Top 10 weight
61.3%
Voting Authority Distribution
Total shares with voting rights: 2.42M
Sole
Full voting authority
2.21M
shares
% of voting shares91.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
208.50K
shares
% of voting shares8.6%
Investment Discretion (by position count)
Sole79
Shared0
Other22
Dominant voting typeSole · 91.4% of voting shares
Institutional Holdings101
Rows:
BERKSHIRE HATHAWAY INC DEL
OTRShares160.09K
TypeSH
Market value$80.11M
23.76%
Sole
155.87K
Shared
0.00
None
4.22K
HCA HEALTHCARE INC
SOLEShares91.51K
TypeSH
Market value$35.68M
10.58%
Sole
90.95K
Shared
0.00
None
560.00
VANGUARD INDEX FDS
SOLEShares39.57K
TypeSH
Market value$14.64M
4.34%
Sole
35.97K
Shared
0.00
None
3.60K
AMERICAN EXPRESS CO
SOLEShares41.14K
TypeSH
Market value$13.92M
4.13%
Sole
39.25K
Shared
0.00
None
1.89K
SYSCO CORP
SOLEShares159.47K
TypeSH
Market value$13.33M
3.95%
Sole
154.78K
Shared
0.00
None
4.68K
BERKSHIRE HATHAWAY INC DEL
OTRShares15.00
TypeSH
Market value$11.23M
3.33%
Sole
15.00
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares15.41K
TypeSH
Market value$11.14M
3.30%
Sole
13.93K
Shared
0.00
None
1.48K
TECHNIPFMC PLC
SOLEShares150.75K
TypeSH
Market value$10.00M
2.96%
Sole
136K
Shared
0.00
None
14.75K
ALPHABET INC
SOLEShares25.65K
TypeSH
Market value$9.17M
2.72%
Sole
23.04K
Shared
0.00
None
2.61K
GOLDMAN SACHS GROUP INC
SOLEShares7.31K
TypeSH
Market value$7.40M
2.19%
Sole
6.82K
Shared
0.00
None
490.00
BANK OF NY MELLON CORP
SOLEShares45.73K
TypeSH
Market value$6.61M
1.96%
Sole
45.73K
Shared
0.00
None
0.00
MICROSOFT CORP
OTRShares17.41K
TypeSH
Market value$6.49M
1.93%
Sole
17.34K
Shared
0.00
None
60.00
ROBERT HALF INC.
SOLEShares153.38K
TypeSH
Market value$4.71M
1.40%
Sole
142.63K
Shared
0.00
None
10.75K
WALMART INC
SOLEShares40.95K
TypeSH
Market value$4.64M
1.38%
Sole
36.99K
Shared
0.00
None
3.96K
CBRE GROUP INC
SOLEShares34.37K
TypeSH
Market value$4.63M
1.37%
Sole
30.93K
Shared
0.00
None
3.44K
DISNEY WALT CO
OTRShares45.68K
TypeSH
Market value$4.40M
1.30%
Sole
42.72K
Shared
0.00
None
2.96K
PULTE GROUP INC
SOLEShares31.94K
TypeSH
Market value$4.38M
1.30%
Sole
28.93K
Shared
0.00
None
3.02K
APTIV PLC
SOLEShares62.48K
TypeSH
Market value$3.84M
1.14%
Sole
57.56K
Shared
0.00
None
4.92K
WELLS FARGO & CO
SOLEShares44.70K
TypeSH
Market value$3.69M
1.10%
Sole
41.95K
Shared
0.00
None
2.76K
CDW CORP
SOLEShares25.80K
TypeSH
Market value$3.63M
1.08%
Sole
24.11K
Shared
0.00
None
1.69K
APPLE INC
OTRShares12.07K
TypeSH
Market value$3.49M
1.04%
Sole
11.08K
Shared
0.00
None
990.00
UNITEDHEALTH GROUP INC
SOLEShares7.46K
TypeSH
Market value$3.10M
0.92%
Sole
6.88K
Shared
0.00
None
570.00
OMNICOM GROUP INC
SOLEShares40.90K
TypeSH
Market value$2.98M
0.88%
Sole
37.42K
Shared
0.00
None
3.48K
VANGUARD SCOTTSDALE FDS
SOLEShares45.95K
TypeSH
Market value$2.71M
0.80%
Sole
43.47K
Shared
0.00
None
2.48K
THOR INDS INC
SOLEShares35.49K
TypeSH
Market value$2.67M
0.79%
Sole
33.07K
Shared
0.00
None
2.42K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELOTR | CL B NEW | 160.09K | SH | $80.11M 23.76% | 155.87K | 0.00 | 4.22K |
HCA HEALTHCARE INCSOLE | COM | 91.51K | SH | $35.68M 10.58% | 90.95K | 0.00 | 560.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 39.57K | SH | $14.64M 4.34% | 35.97K | 0.00 | 3.60K |
AMERICAN EXPRESS COSOLE | COM | 41.14K | SH | $13.92M 4.13% | 39.25K | 0.00 | 1.89K |
SYSCO CORPSOLE | COM | 159.47K | SH | $13.33M 3.95% | 154.78K | 0.00 | 4.68K |
BERKSHIRE HATHAWAY INC DELOTR | CL A | 15.00 | SH | $11.23M 3.33% | 15.00 | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 15.41K | SH | $11.14M 3.30% | 13.93K | 0.00 | 1.48K |
TECHNIPFMC PLCSOLE | COM | 150.75K | SH | $10.00M 2.96% | 136K | 0.00 | 14.75K |
ALPHABET INCSOLE | CAP STK CL A | 25.65K | SH | $9.17M 2.72% | 23.04K | 0.00 | 2.61K |
GOLDMAN SACHS GROUP INCSOLE | COM | 7.31K | SH | $7.40M 2.19% | 6.82K | 0.00 | 490.00 |
BANK OF NY MELLON CORPSOLE | COM | 45.73K | SH | $6.61M 1.96% | 45.73K | 0.00 | 0.00 |
MICROSOFT CORPOTR | COM | 17.41K | SH | $6.49M 1.93% | 17.34K | 0.00 | 60.00 |
ROBERT HALF INC.SOLE | COM | 153.38K | SH | $4.71M 1.40% | 142.63K | 0.00 | 10.75K |
WALMART INCSOLE | COM | 40.95K | SH | $4.64M 1.38% | 36.99K | 0.00 | 3.96K |
CBRE GROUP INCSOLE | CL A | 34.37K | SH | $4.63M 1.37% | 30.93K | 0.00 | 3.44K |
DISNEY WALT COOTR | COM | 45.68K | SH | $4.40M 1.30% | 42.72K | 0.00 | 2.96K |
PULTE GROUP INCSOLE | COM | 31.94K | SH | $4.38M 1.30% | 28.93K | 0.00 | 3.02K |
APTIV PLCSOLE | COM SHS | 62.48K | SH | $3.84M 1.14% | 57.56K | 0.00 | 4.92K |
WELLS FARGO & COSOLE | COM | 44.70K | SH | $3.69M 1.10% | 41.95K | 0.00 | 2.76K |
CDW CORPSOLE | COM | 25.80K | SH | $3.63M 1.08% | 24.11K | 0.00 | 1.69K |
APPLE INCOTR | COM | 12.07K | SH | $3.49M 1.04% | 11.08K | 0.00 | 990.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 7.46K | SH | $3.10M 0.92% | 6.88K | 0.00 | 570.00 |
OMNICOM GROUP INCSOLE | COM | 40.90K | SH | $2.98M 0.88% | 37.42K | 0.00 | 3.48K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 45.95K | SH | $2.71M 0.80% | 43.47K | 0.00 | 2.48K |
THOR INDS INCSOLE | COM | 35.49K | SH | $2.67M 0.79% | 33.07K | 0.00 | 2.42K |
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