Filed: 10/21/2026ACC: 0001484085-26-000005
๐ What this filing means
SHAYNE & JACOBS, LLC filed this quarterly 13FโHR report disclosing 100 equity positions with a total reported market value of $334.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
100
Positions
$334.93M
Total AUM (reported)
2.37M
Total Shares
Allocation by class
COM$174.56M52.1%
CL B NEW$79.42M23.7%
CL A$18.03M5.4%
MRNGSTR TTL STK$15.05M4.5%
CAP STK CL A$8.75M2.6%
COM SHS$6.62M2.0%
COM NEW$3.08M0.9%
Portfolio Concentration
Top 3$133.51M39.9%
4โ10$69.81M20.8%
11โ25$61.91M18.5%
Rest$69.69M20.8%
Top 3 weight
39.9%
Top 10 weight
60.7%
Voting Authority Distribution
Total shares with voting rights: 2.37M
Sole
Full voting authority
2.17M
shares
% of voting shares91.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
199.71K
shares
% of voting shares8.4%
Investment Discretion (by position count)
Sole76
Shared0
Other24
Dominant voting typeSole ยท 91.6% of voting shares
Institutional Holdings100
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares159.49K
TypeSH
Market value$79.42M
23.71%
Sole
155.27K
Shared
0.00
None
4.22K
HCA HEALTHCARE INC
SOLEShares91.51K
TypeSH
Market value$39.05M
11.66%
Sole
90.95K
Shared
0.00
None
560.00
VANGUARD INDEX FDS
OTRShares40.21K
TypeSH
Market value$15.05M
4.49%
Sole
36.61K
Shared
0.00
None
3.60K
SYSCO CORP
OTRShares158.89K
TypeSH
Market value$12.39M
3.70%
Sole
154.21K
Shared
0.00
None
4.68K
AMERICAN EXPRESS CO
OTRShares40.48K
TypeSH
Market value$12.31M
3.68%
Sole
38.59K
Shared
0.00
None
1.89K
BERKSHIRE HATHAWAY INC DEL
SOLEShares15.00
TypeSH
Market value$11.21M
3.35%
Sole
15.00
Shared
0.00
None
0.00
TECHNIPFMC PLC
SOLEShares136.31K
TypeSH
Market value$9.26M
2.76%
Sole
122.83K
Shared
0.00
None
13.49K
ALPHABET INC
OTRShares25.43K
TypeSH
Market value$8.75M
2.61%
Sole
22.84K
Shared
0.00
None
2.59K
MICROSOFT CORP
SOLEShares16.99K
TypeSH
Market value$8.72M
2.60%
Sole
16.93K
Shared
0.00
None
60.00
APPLIED MATLS INC
SOLEShares14.06K
TypeSH
Market value$7.19M
2.15%
Sole
12.72K
Shared
0.00
None
1.33K
GOLDMAN SACHS GROUP INC
SOLEShares7.19K
TypeSH
Market value$6.47M
1.93%
Sole
6.70K
Shared
0.00
None
490.00
BANK OF NY MELLON CORP
SOLEShares44.32K
TypeSH
Market value$6.41M
1.91%
Sole
44.32K
Shared
0.00
None
0.00
ROBERT HALF INC.
SOLEShares146.78K
TypeSH
Market value$5.39M
1.61%
Sole
139.24K
Shared
0.00
None
7.55K
DISNEY WALT CO
OTRShares46.58K
TypeSH
Market value$4.89M
1.46%
Sole
43.62K
Shared
0.00
None
2.96K
CBRE GROUP INC
SOLEShares34.34K
TypeSH
Market value$4.41M
1.32%
Sole
30.90K
Shared
0.00
None
3.44K
WALMART INC
SOLEShares40.87K
TypeSH
Market value$4.25M
1.27%
Sole
36.90K
Shared
0.00
None
3.96K
APPLE INC
SOLEShares12.07K
TypeSH
Market value$4.02M
1.20%
Sole
11.08K
Shared
0.00
None
990.00
PULTE GROUP INC
SOLEShares31.94K
TypeSH
Market value$3.71M
1.11%
Sole
28.93K
Shared
0.00
None
3.02K
AGCO CORP
SOLEShares32.43K
TypeSH
Market value$3.70M
1.11%
Sole
30.11K
Shared
0.00
None
2.32K
WELLS FARGO & CO
OTRShares43.91K
TypeSH
Market value$3.51M
1.05%
Sole
41.15K
Shared
0.00
None
2.76K
CDW CORP
SOLEShares25.80K
TypeSH
Market value$3.31M
0.99%
Sole
24.11K
Shared
0.00
None
1.69K
APTIV PLC
SOLEShares74.51K
TypeSH
Market value$3.21M
0.96%
Sole
69.59K
Shared
0.00
None
4.92K
OMNICOM GROUP INC
SOLEShares41.27K
TypeSH
Market value$3.04M
0.91%
Sole
37.79K
Shared
0.00
None
3.48K
VANGUARD SCOTTSDALE FDS
SOLEShares49.48K
TypeSH
Market value$2.80M
0.84%
Sole
47K
Shared
0.00
None
2.48K
LABCORP HOLDINGS INC
SOLEShares9.06K
TypeSH
Market value$2.79M
0.83%
Sole
7.96K
Shared
0.00
None
1.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 159.49K | SH | $79.42M 23.71% | 155.27K | 0.00 | 4.22K |
HCA HEALTHCARE INCSOLE | COM | 91.51K | SH | $39.05M 11.66% | 90.95K | 0.00 | 560.00 |
VANGUARD INDEX FDSOTR | MRNGSTR TTL STK | 40.21K | SH | $15.05M 4.49% | 36.61K | 0.00 | 3.60K |
SYSCO CORPOTR | COM | 158.89K | SH | $12.39M 3.70% | 154.21K | 0.00 | 4.68K |
AMERICAN EXPRESS COOTR | COM | 40.48K | SH | $12.31M 3.68% | 38.59K | 0.00 | 1.89K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 15.00 | SH | $11.21M 3.35% | 15.00 | 0.00 | 0.00 |
TECHNIPFMC PLCSOLE | COM | 136.31K | SH | $9.26M 2.76% | 122.83K | 0.00 | 13.49K |
ALPHABET INCOTR | CAP STK CL A | 25.43K | SH | $8.75M 2.61% | 22.84K | 0.00 | 2.59K |
MICROSOFT CORPSOLE | COM | 16.99K | SH | $8.72M 2.60% | 16.93K | 0.00 | 60.00 |
APPLIED MATLS INCSOLE | COM | 14.06K | SH | $7.19M 2.15% | 12.72K | 0.00 | 1.33K |
GOLDMAN SACHS GROUP INCSOLE | COM | 7.19K | SH | $6.47M 1.93% | 6.70K | 0.00 | 490.00 |
BANK OF NY MELLON CORPSOLE | COM | 44.32K | SH | $6.41M 1.91% | 44.32K | 0.00 | 0.00 |
ROBERT HALF INC.SOLE | COM | 146.78K | SH | $5.39M 1.61% | 139.24K | 0.00 | 7.55K |
DISNEY WALT COOTR | COM | 46.58K | SH | $4.89M 1.46% | 43.62K | 0.00 | 2.96K |
CBRE GROUP INCSOLE | CL A | 34.34K | SH | $4.41M 1.32% | 30.90K | 0.00 | 3.44K |
WALMART INCSOLE | COM | 40.87K | SH | $4.25M 1.27% | 36.90K | 0.00 | 3.96K |
APPLE INCSOLE | COM | 12.07K | SH | $4.02M 1.20% | 11.08K | 0.00 | 990.00 |
PULTE GROUP INCSOLE | COM | 31.94K | SH | $3.71M 1.11% | 28.93K | 0.00 | 3.02K |
AGCO CORPSOLE | COM | 32.43K | SH | $3.70M 1.11% | 30.11K | 0.00 | 2.32K |
WELLS FARGO & COOTR | COM | 43.91K | SH | $3.51M 1.05% | 41.15K | 0.00 | 2.76K |
CDW CORPSOLE | COM | 25.80K | SH | $3.31M 0.99% | 24.11K | 0.00 | 1.69K |
APTIV PLCSOLE | COM SHS | 74.51K | SH | $3.21M 0.96% | 69.59K | 0.00 | 4.92K |
OMNICOM GROUP INCSOLE | COM | 41.27K | SH | $3.04M 0.91% | 37.79K | 0.00 | 3.48K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 49.48K | SH | $2.80M 0.84% | 47K | 0.00 | 2.48K |
LABCORP HOLDINGS INCSOLE | COM SHS | 9.06K | SH | $2.79M 0.83% | 7.96K | 0.00 | 1.10K |
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