SHAYNE & JACOBS, LLC

PrivateCIK: 1484085

Location

NASHVILLE, TN

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%

4–10$68.97M21.3%

11–25$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

% of voting shares91.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

205.14K

% of voting shares8.7%

Investment Discretion (by position count)

Sole76

Shared0

Other18

Dominant voting typeSole · 91.3% of voting shares

Institutional Holdings94

Rows:

BERKSHIRE HATHAWAY INC DEL

OTR

CL B NEW

Shares165.56K

TypeSH

Market value$79.34M

24.52%

Sole

161.03K

Shared

0.00

None

4.53K

HCA HEALTHCARE INC

OTR

COM

Shares91.51K

TypeSH

Market value$43.30M

13.38%

Sole

90.95K

Shared

0.00

None

560.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares20.00

TypeSH

Market value$14.36M

4.44%

Sole

20.00

Shared

0.00

None

0.00

VANGUARD INDEX FDS

OTR

TOTAL STK MKT

Shares39.88K

TypeSH

Market value$12.79M

3.95%

Sole

36.14K

Shared

0.00

None

3.74K

AMERICAN EXPRESS CO

OTR

COM

Shares41.21K

TypeSH

Market value$12.47M

3.85%

Sole

39.32K

Shared

0.00

None

1.89K

SYSCO CORP

SOLE

COM

Shares164.31K

TypeSH

Market value$11.72M

3.62%

Sole

159.63K

Shared

0.00

None

4.68K

TECHNIPFMC PLC

SOLE

COM

Shares153.63K

TypeSH

Market value$10.62M

3.28%

Sole

138.31K

Shared

0.00

None

15.33K

ALPHABET INC

OTR

CAP STK CL A

Shares25.96K

TypeSH

Market value$7.47M

2.31%

Sole

23.35K

Shared

0.00

None

2.61K

APPLIED MATLS INC

SOLE

COM

Shares20.42K

TypeSH

Market value$6.98M

2.16%

Sole

18.47K

Shared

0.00

None

1.96K

BANK NEW YORK MELLON CORP

SOLE

COM

Shares58.35K

TypeSH

Market value$6.92M

2.14%

Sole

58.35K

Shared

0.00

None

0.00

GOLDMAN SACHS GROUP INC

SOLE

COM

Shares7.94K

TypeSH

Market value$6.72M

2.08%

Sole

7.45K

Shared

0.00

None

490.00

MICROSOFT CORP

OTR

COM

Shares17.41K

TypeSH

Market value$6.44M

1.99%

Sole

17.34K

Shared

0.00

None

60.00

WALMART INC

SOLE

COM

Shares41.37K

TypeSH

Market value$5.14M

1.59%

Sole

37.31K

Shared

0.00

None

4.05K

CBRE GROUP INC

SOLE

CL A

Shares34.63K

TypeSH

Market value$4.69M

1.45%

Sole

31.19K

Shared

0.00

None

3.44K

DISNEY WALT CO

SOLE

COM

Shares43.15K

TypeSH

Market value$4.16M

1.29%

Sole

40.28K

Shared

0.00

None

2.87K

ROBERT HALF INC.

SOLE

COM

Shares153.43K

TypeSH

Market value$3.90M

1.20%

Sole

143.22K

Shared

0.00

None

10.20K

APTIV PLC

SOLE

COM SHS

Shares54.75K

TypeSH

Market value$3.80M

1.17%

Sole

49.83K

Shared

0.00

None

4.92K

PULTE GROUP INC

SOLE

COM

Shares32.19K

TypeSH

Market value$3.79M

1.17%

Sole

29.18K

Shared

0.00

None

3.02K

WELLS FARGO & CO

OTR

COM

Shares44.70K

TypeSH

Market value$3.56M

1.10%

Sole

41.95K

Shared

0.00

None

2.76K

CDW CORP

SOLE

COM

Shares26.53K

TypeSH

Market value$3.21M

0.99%

Sole

24.84K

Shared

0.00

None

1.69K

APPLE INC

SOLE

COM

Shares12.06K

TypeSH

Market value$3.06M

0.95%

Sole

11.07K

Shared

0.00

None

990.00

OMNICOM GROUP INC

SOLE

COM

Shares38.70K

TypeSH

Market value$2.91M

0.90%

Sole

35.22K

Shared

0.00

None

3.48K

RTX CORPORATION

SOLE

COM

Shares13.74K

TypeSH

Market value$2.65M

0.82%

Sole

13.74K

Shared

0.00

None

0.00

AGCO CORP

SOLE

COM

Shares21.76K

TypeSH

Market value$2.52M

0.78%

Sole

19.44K

Shared

0.00

None

2.32K

LABCORP HOLDINGS INC

SOLE

COM SHS

Shares9.11K

TypeSH

Market value$2.43M

0.75%

Sole

8.01K

Shared

0.00

None

1.10K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
BERKSHIRE HATHAWAY INC DELOTR	CL B NEW	165.56K	SH	$79.34M 24.52%	161.03K	4.53K
HCA HEALTHCARE INCOTR	COM	91.51K	SH	$43.30M 13.38%	90.95K	560.00
BERKSHIRE HATHAWAY INC DELSOLE	CL A	20.00	SH	$14.36M 4.44%	20.00	0.00
VANGUARD INDEX FDSOTR	TOTAL STK MKT	39.88K	SH	$12.79M 3.95%	36.14K	3.74K
AMERICAN EXPRESS COOTR	COM	41.21K	SH	$12.47M 3.85%	39.32K	1.89K
SYSCO CORPSOLE	COM	164.31K	SH	$11.72M 3.62%	159.63K	4.68K
TECHNIPFMC PLCSOLE	COM	153.63K	SH	$10.62M 3.28%	138.31K	15.33K
ALPHABET INCOTR	CAP STK CL A	25.96K	SH	$7.47M 2.31%	23.35K	2.61K
APPLIED MATLS INCSOLE	COM	20.42K	SH	$6.98M 2.16%	18.47K	1.96K
BANK NEW YORK MELLON CORPSOLE	COM	58.35K	SH	$6.92M 2.14%	58.35K	0.00
GOLDMAN SACHS GROUP INCSOLE	COM	7.94K	SH	$6.72M 2.08%	7.45K	490.00
MICROSOFT CORPOTR	COM	17.41K	SH	$6.44M 1.99%	17.34K	60.00
WALMART INCSOLE	COM	41.37K	SH	$5.14M 1.59%	37.31K	4.05K
CBRE GROUP INCSOLE	CL A	34.63K	SH	$4.69M 1.45%	31.19K	3.44K
DISNEY WALT COSOLE	COM	43.15K	SH	$4.16M 1.29%	40.28K	2.87K
ROBERT HALF INC.SOLE	COM	153.43K	SH	$3.90M 1.20%	143.22K	10.20K
APTIV PLCSOLE	COM SHS	54.75K	SH	$3.80M 1.17%	49.83K	4.92K
PULTE GROUP INCSOLE	COM	32.19K	SH	$3.79M 1.17%	29.18K	3.02K
WELLS FARGO & COOTR	COM	44.70K	SH	$3.56M 1.10%	41.95K	2.76K
CDW CORPSOLE	COM	26.53K	SH	$3.21M 0.99%	24.84K	1.69K
APPLE INCSOLE	COM	12.06K	SH	$3.06M 0.95%	11.07K	990.00
OMNICOM GROUP INCSOLE	COM	38.70K	SH	$2.91M 0.90%	35.22K	3.48K
RTX CORPORATIONSOLE	COM	13.74K	SH	$2.65M 0.82%	13.74K	0.00
AGCO CORPSOLE	COM	21.76K	SH	$2.52M 0.78%	19.44K	2.32K
LABCORP HOLDINGS INCSOLE	COM SHS	9.11K	SH	$2.43M 0.75%	8.01K	1.10K

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