Investor
SHAYNE & JACOBS, LLC
CIK 0001484085 · filed 2026-04-28 · SEC filing
13F book
$323.6M
Positions
94
5 new · 6 sold
Largest name
24.5%
Berkshire Hathaway Inc Del
Est. mark
−$7.91M
Price effect on 89 names still held. Flow $1.18M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del | — | 165.6K | $79.3M | 24.5% | −$3.88M | Cut−$5.25M |
| HCA Healthcare, Inc. | HCA | 91.5K | $43.3M | 13.4% | $583.8K | Cut$579.1K |
| Berkshire Hathaway Inc Del | — | 20 | $14.4M | 4.4% | −$733.2K | Cut−$1.49M |
| Vanguard Index Fds | — | 39.9K | $12.8M | 4.0% | −$576.7K | Cut−$1.66M |
| American Express Co | AXP | 41.2K | $12.5M | 3.9% | −$2.78M | Cut−$2.81M |
| Sysco Corp | SYY | 164.3K | $11.7M | 3.6% | −$387.8K | Held |
| TechnipFMC PLC | FTI | 153.6K | $10.6M | 3.3% | $3.77M | Cut$3.15M |
| Alphabet Inc | — | 26K | $7.47M | 2.3% | −$660.5K | Cut−$895.2K |
| Applied Matls Inc | — | 20.4K | $6.98M | 2.2% | $1.73M | Cut$1.2M |
| Bank New York Mellon Corp | — | 58.3K | $6.92M | 2.1% | $148.2K | Cut$56.5K |
| Goldman Sachs Group Inc | — | 7.94K | $6.72M | 2.1% | −$262.2K | Cut−$290.4K |
| Microsoft Corp | MSFT | 17.4K | $6.44M | 2.0% | −$1.97M | Held |
| Walmart Inc. | WMT | 41.4K | $5.14M | 1.6% | $532.4K | Cut$490.1K |
| Cbre Group, Inc. | CBRE | 34.6K | $4.69M | 1.4% | −$877.1K | Cut−$896.4K |
| Disney Walt Co | — | 43.1K | $4.16M | 1.3% | −$497.4K | Added$905K |
| Robert Half Inc. | RHI | 153.4K | $3.9M | 1.2% | −$251.3K | Added$19.5K |
| Aptiv Plc | APTV | 54.8K | $3.8M | 1.2% | −$177.4K | Added$1.77M |
| Pulte Group Inc | — | 32.2K | $3.79M | 1.2% | $11.3K | Held |
| Wells Fargo Co New | — | 44.7K | $3.56M | 1.1% | −$607.5K | Held |
| CDW Corp | CDW | 26.5K | $3.21M | 1.0% | — | New |
| Apple Inc. | AAPL | 12.1K | $3.06M | 0.9% | −$212.8K | Added−$139.4K |
| Omnicom Group Inc. | OMC | 38.7K | $2.91M | 0.9% | −$210.5K | Cut−$355.9K |
| RTX Corp | RTX | 13.7K | $2.65M | 0.8% | $130.5K | Cut$117.7K |
| Agco Corp | — | 21.8K | $2.52M | 0.8% | $251.3K | Held |
| Labcorp Holdings Inc. | LH | 9.11K | $2.43M | 0.8% | $145.1K | Held |
| Philip Morris Intl Inc | — | 14.6K | $2.42M | 0.7% | $72.3K | Held |
| Vanguard Index Fds | — | 10.9K | $2.38M | 0.7% | $59.7K | Held |
| Te Connectivity Plc | TEL | 11.2K | $2.34M | 0.7% | −$207.2K | Held |
| Vanguard Scottsdale Fds | — | 38.5K | $2.29M | 0.7% | −$14.6K | Held |
| Bristol-Myers Squibb Co | — | 37.5K | $2.28M | 0.7% | $251.2K | Added$256.8K |
| Vanguard Scottsdale Fds | — | 35.9K | $2.1M | 0.6% | −$6.81K | Held |
| Unitedhealth Group Inc | UNH | 7.51K | $2.03M | 0.6% | −$447.3K | Held |
| Carlisle Cos Inc | — | 5.75K | $1.92M | 0.6% | $79.2K | Cut$76K |
| Crawford & Co | — | 176K | $1.79M | 0.6% | −$102.1K | Held |
| Chubb Limited | — | 5.37K | $1.75M | 0.5% | $74.2K | Held |
| Thor Inds Inc | — | 21.8K | $1.74M | 0.5% | −$495.5K | Held |
| American Intl Group Inc | — | 22.8K | $1.71M | 0.5% | −$234.6K | Held |
| Envista Holdings Corp | NVST | 58.7K | $1.49M | 0.5% | $214.8K | Held |
| Pimco Etf Tr | — | 14.2K | $1.43M | 0.4% | $3.27K | Held |
| Crawford & Co | — | 121K | $1.21M | 0.4% | −$154.9K | Held |
| Bank America Corp | — | 23.5K | $1.15M | 0.4% | −$147.1K | Held |
| MARRIOTT VACATIONS WORLDWIDE Corp | VAC | 17.4K | $1.13M | 0.3% | $129K | Cut$79K |
| Amcor Plc Com New | — | 25.8K | $1.03M | 0.3% | — | New |
| Norfolk Southn Corp | — | 3.55K | $1.02M | 0.3% | −$6.1K | Held |
| Ishares Tr | — | 10.9K | $989.8K | 0.3% | $11.7K | Cut$3.56K |
| Ishares Tr | — | 10.1K | $976.4K | 0.3% | $11.1K | Held |
| Ishares Tr | — | 8.84K | $975.6K | 0.3% | $3.98K | Cut−$419 |
| Huntsman Corp | HUN | 73.1K | $973.5K | 0.3% | $242.1K | Cut$164.1K |
| Cannae Hldgs Inc | — | 84.7K | $962.8K | 0.3% | −$369.2K | Held |
| Vanguard Scottsdale Fds | — | 11.9K | $945.1K | 0.3% | −$5.48K | Cut−$18.5K |
| Vanguard Index Fds | — | 3.57K | $934K | 0.3% | $13.3K | Added$72.5K |
| Vanguard Growth Etf | — | 2.1K | $917.3K | 0.3% | −$107.2K | Held |
| Kimberly Clark Corp | KMB | 8.69K | $838.3K | 0.3% | −$38.4K | Held |
| Automatic Data Processing In | — | 3.67K | $744.7K | 0.2% | −$198.1K | Held |
| Merck & Co., Inc. | MRK | 5.61K | $674.9K | 0.2% | $84.3K | Held |
| Qualcomm Inc | — | 5.22K | $672K | 0.2% | −$220.5K | Held |
| Accenture Plc Ireland | — | 3.35K | $664.9K | 0.2% | −$234.7K | Held |
| Exxon Mobil Corp | — | 3.83K | $649.8K | 0.2% | $188.9K | Held |
| Vanguard Charlotte Fds | — | 13.2K | $633.8K | 0.2% | −$3.56K | Held |
| Amazon Com Inc | AMZN | 2.8K | $583.2K | 0.2% | −$63.1K | Held |
| Meta Platforms, Inc. | META | 975 | $557.8K | 0.2% | −$85.8K | Held |
| State Str Corp | — | 4.36K | $551.9K | 0.2% | −$10.7K | Held |
| Vanguard Malvern Fds | — | 10.9K | $547K | 0.2% | $5.37K | Held |
| Ishares Inc | — | 4.38K | $538.2K | 0.2% | $112.8K | Held |
| Johnson & Johnson | JNJ | 2.11K | $515.8K | 0.2% | $79.1K | Held |
| Ishares 0-3 Month | — | 5.1K | $513.4K | 0.2% | $1.43K | Held |
| Bp Plc | — | 10.4K | $491K | 0.2% | $128.2K | Held |
| Chevron Corp New | CVX | 2.33K | $482.9K | 0.1% | $127.2K | Held |
| Vanguard Bd Index Fds | — | 5.78K | $452.8K | 0.1% | −$2.31K | Held |
| Ishares Inc | — | 8.28K | $449.6K | 0.1% | $3.31K | Held |
| Daily Journal Corp | DJCO | 919 | $443.3K | 0.1% | −$4.58K | Cut−$77.7K |
| Duke Energy Corp New | — | 2.88K | $377.4K | 0.1% | $39.6K | Held |
| Conocophillips | COP | 2.81K | $370.8K | 0.1% | $107.8K | Held |
| Vanguard Intl Equity Index F | — | 4.86K | $365K | 0.1% | $7.48K | Held |
| Vanguard Scottsdale Fds | — | 7.64K | $358.9K | 0.1% | −$993 | Cut−$36.1K |
| Ishares Tr | — | 3.78K | $350.6K | 0.1% | −$5.37K | Held |
| Regions Financial Corp New | — | 13.2K | $344.6K | 0.1% | −$12.9K | Held |
| Caterpillar Inc | CAT | 482 | $341.8K | 0.1% | $65.9K | Held |
| Ishares Tr | — | 3.04K | $333K | 0.1% | −$1.64K | Held |
| Ishares Inc | — | 5.97K | $319.1K | 0.1% | −$5.43K | Held |
| J P Morgan Exchange Traded F | — | 6K | $305.9K | 0.1% | $240 | Held |
| Cisco Sys Inc | — | 3.8K | $294.8K | 0.1% | $2.13K | Cut−$36.4K |
| Ishares Tr | — | 3.04K | $290.1K | 0.1% | −$2.19K | Held |
| Abbott Labs | ABT | 2.8K | $287.5K | 0.1% | −$63.3K | Held |
| Ishares Tr | — | 437 | $285.5K | 0.1% | −$13.9K | Cut−$20K |
| Constellation Brands, Inc. | STZ | 1.85K | $277.5K | 0.1% | $22.3K | Held |
| Pinnacle Finl Partners Inc Com | — | 3K | $258.4K | 0.1% | — | New |
| Vanguard Index Fds | — | 884 | $253.9K | 0.1% | — | New |
| National Health Invs Inc | — | 3.1K | $250.7K | 0.1% | $13.9K | Held |
| Dbx Etf Tr | — | 4.87K | $240.4K | 0.1% | $6.28K | Held |
| Truist Finl Corp | — | 5.05K | $232.3K | 0.1% | −$16.4K | Held |
| Vanguard Index Fds | — | 724 | $216.4K | 0.1% | −$11.5K | Cut−$58.8K |
| Vanguard Intl Equity Index F | — | 3.87K | $209.3K | 0.1% | $1.12K | Held |
| Union Pac Corp | — | 839 | $203.6K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.