SHAYNE & JACOBS, LLC

PrivateCIK: 1484085

Location

NASHVILLE, TN

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%

4–10$69.81M20.8%

11–25$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

% of voting shares91.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

199.71K

% of voting shares8.4%

Investment Discretion (by position count)

Sole76

Shared0

Other24

Dominant voting typeSole · 91.6% of voting shares

Institutional Holdings100

Rows:

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares159.49K

TypeSH

Market value$79.42M

23.71%

Sole

155.27K

Shared

0.00

None

4.22K

HCA HEALTHCARE INC

SOLE

COM

Shares91.51K

TypeSH

Market value$39.05M

11.66%

Sole

90.95K

Shared

0.00

None

560.00

VANGUARD INDEX FDS

OTR

MRNGSTR TTL STK

Shares40.21K

TypeSH

Market value$15.05M

4.49%

Sole

36.61K

Shared

0.00

None

3.60K

SYSCO CORP

OTR

COM

Shares158.89K

TypeSH

Market value$12.39M

3.70%

Sole

154.21K

Shared

0.00

None

4.68K

AMERICAN EXPRESS CO

OTR

COM

Shares40.48K

TypeSH

Market value$12.31M

3.68%

Sole

38.59K

Shared

0.00

None

1.89K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares15.00

TypeSH

Market value$11.21M

3.35%

Sole

15.00

Shared

0.00

None

0.00

TECHNIPFMC PLC

SOLE

COM

Shares136.31K

TypeSH

Market value$9.26M

2.76%

Sole

122.83K

Shared

0.00

None

13.49K

ALPHABET INC

OTR

CAP STK CL A

Shares25.43K

TypeSH

Market value$8.75M

2.61%

Sole

22.84K

Shared

0.00

None

2.59K

MICROSOFT CORP

SOLE

COM

Shares16.99K

TypeSH

Market value$8.72M

2.60%

Sole

16.93K

Shared

0.00

None

60.00

APPLIED MATLS INC

SOLE

COM

Shares14.06K

TypeSH

Market value$7.19M

2.15%

Sole

12.72K

Shared

0.00

None

1.33K

GOLDMAN SACHS GROUP INC

SOLE

COM

Shares7.19K

TypeSH

Market value$6.47M

1.93%

Sole

6.70K

Shared

0.00

None

490.00

BANK OF NY MELLON CORP

SOLE

COM

Shares44.32K

TypeSH

Market value$6.41M

1.91%

Sole

44.32K

Shared

0.00

None

0.00

ROBERT HALF INC.

SOLE

COM

Shares146.78K

TypeSH

Market value$5.39M

1.61%

Sole

139.24K

Shared

0.00

None

7.55K

DISNEY WALT CO

OTR

COM

Shares46.58K

TypeSH

Market value$4.89M

1.46%

Sole

43.62K

Shared

0.00

None

2.96K

CBRE GROUP INC

SOLE

CL A

Shares34.34K

TypeSH

Market value$4.41M

1.32%

Sole

30.90K

Shared

0.00

None

3.44K

WALMART INC

SOLE

COM

Shares40.87K

TypeSH

Market value$4.25M

1.27%

Sole

36.90K

Shared

0.00

None

3.96K

APPLE INC

SOLE

COM

Shares12.07K

TypeSH

Market value$4.02M

1.20%

Sole

11.08K

Shared

0.00

None

990.00

PULTE GROUP INC

SOLE

COM

Shares31.94K

TypeSH

Market value$3.71M

1.11%

Sole

28.93K

Shared

0.00

None

3.02K

AGCO CORP

SOLE

COM

Shares32.43K

TypeSH

Market value$3.70M

1.11%

Sole

30.11K

Shared

0.00

None

2.32K

WELLS FARGO & CO

OTR

COM

Shares43.91K

TypeSH

Market value$3.51M

1.05%

Sole

41.15K

Shared

0.00

None

2.76K

CDW CORP

SOLE

COM

Shares25.80K

TypeSH

Market value$3.31M

0.99%

Sole

24.11K

Shared

0.00

None

1.69K

APTIV PLC

SOLE

COM SHS

Shares74.51K

TypeSH

Market value$3.21M

0.96%

Sole

69.59K

Shared

0.00

None

4.92K

OMNICOM GROUP INC

SOLE

COM

Shares41.27K

TypeSH

Market value$3.04M

0.91%

Sole

37.79K

Shared

0.00

None

3.48K

VANGUARD SCOTTSDALE FDS

SOLE

INTER TERM TREAS

Shares49.48K

TypeSH

Market value$2.80M

0.84%

Sole

47K

Shared

0.00

None

2.48K

LABCORP HOLDINGS INC

SOLE

COM SHS

Shares9.06K

TypeSH

Market value$2.79M

0.83%

Sole

7.96K

Shared

0.00

None

1.10K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	159.49K	SH	$79.42M 23.71%	155.27K	4.22K
HCA HEALTHCARE INCSOLE	COM	91.51K	SH	$39.05M 11.66%	90.95K	560.00
VANGUARD INDEX FDSOTR	MRNGSTR TTL STK	40.21K	SH	$15.05M 4.49%	36.61K	3.60K
SYSCO CORPOTR	COM	158.89K	SH	$12.39M 3.70%	154.21K	4.68K
AMERICAN EXPRESS COOTR	COM	40.48K	SH	$12.31M 3.68%	38.59K	1.89K
BERKSHIRE HATHAWAY INC DELSOLE	CL A	15.00	SH	$11.21M 3.35%	15.00	0.00
TECHNIPFMC PLCSOLE	COM	136.31K	SH	$9.26M 2.76%	122.83K	13.49K
ALPHABET INCOTR	CAP STK CL A	25.43K	SH	$8.75M 2.61%	22.84K	2.59K
MICROSOFT CORPSOLE	COM	16.99K	SH	$8.72M 2.60%	16.93K	60.00
APPLIED MATLS INCSOLE	COM	14.06K	SH	$7.19M 2.15%	12.72K	1.33K
GOLDMAN SACHS GROUP INCSOLE	COM	7.19K	SH	$6.47M 1.93%	6.70K	490.00
BANK OF NY MELLON CORPSOLE	COM	44.32K	SH	$6.41M 1.91%	44.32K	0.00
ROBERT HALF INC.SOLE	COM	146.78K	SH	$5.39M 1.61%	139.24K	7.55K
DISNEY WALT COOTR	COM	46.58K	SH	$4.89M 1.46%	43.62K	2.96K
CBRE GROUP INCSOLE	CL A	34.34K	SH	$4.41M 1.32%	30.90K	3.44K
WALMART INCSOLE	COM	40.87K	SH	$4.25M 1.27%	36.90K	3.96K
APPLE INCSOLE	COM	12.07K	SH	$4.02M 1.20%	11.08K	990.00
PULTE GROUP INCSOLE	COM	31.94K	SH	$3.71M 1.11%	28.93K	3.02K
AGCO CORPSOLE	COM	32.43K	SH	$3.70M 1.11%	30.11K	2.32K
WELLS FARGO & COOTR	COM	43.91K	SH	$3.51M 1.05%	41.15K	2.76K
CDW CORPSOLE	COM	25.80K	SH	$3.31M 0.99%	24.11K	1.69K
APTIV PLCSOLE	COM SHS	74.51K	SH	$3.21M 0.96%	69.59K	4.92K
OMNICOM GROUP INCSOLE	COM	41.27K	SH	$3.04M 0.91%	37.79K	3.48K
VANGUARD SCOTTSDALE FDSSOLE	INTER TERM TREAS	49.48K	SH	$2.80M 0.84%	47K	2.48K
LABCORP HOLDINGS INCSOLE	COM SHS	9.06K	SH	$2.79M 0.83%	7.96K	1.10K

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