Institutions / Shayne & Jacobs, LLC

Shayne & Jacobs, LLC

CIK 1484085 · Institution · as of Dec 31, 2025
Portfolio value
$330.34M
Positions
95
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 95 →
CompanyClassValueShares% of portfolio
Warren E. Buffett$84.59M168,28625.6%
HCA Healthcare, Inc.$42.73M91,51612.9%
Berkshire Hathaway Inc Del$15.85M214.8%
American Express Co$15.27M41,2844.6%
Vanguard Index Fds$14.46M43,1234.4%
Sysco Corp$12.11M164,3063.7%
Microsoft Corp$8.42M17,4052.5%
Alphabet Inc.$8.36M26,7132.5%
TechnipFMC plc$7.47M167,6702.3%
The Goldman Sachs Group, Inc.$7.01M7,9762.1%
Bank of New York Mellon Corp/The$6.87M59,1372.1%
Applied Materials Inc /De$5.78M22,4951.8%
CBRE Group Inc$5.59M34,7461.7%
Walmart Inc.$4.65M41,7471.4%
Wells Fargo & COMPANY/MN$4.17M44,7051.3%
Robert Half Inc.$3.88M142,7651.2%
Pultegroup INC/MI$3.77M32,1921.1%
Omnicom Group Inc.$3.27M40,5011.0%
Walt Disney Co$3.25M28,6001.0%
Apple Inc.$3.20M11,7761.0%
TE Connectivity PLC$2.55M11,2040.8%
RTX Corp$2.53M13,8120.8%
Unitedhealth Group Inc$2.48M7,5150.8%
Philip Morris International Inc.$2.35M14,6410.7%
Vanguard Index Fds$2.32M10,9420.7%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.