SHAYNE & JACOBS, LLC
103 holdingsFiling period: 2026-06-30Current AUM: $339.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 160.1K | $80.1M | $80.1M | 23.57% | -5,475 | 2026-06-30 |
| 2 | HCA | HCA HEALTHCARE INC | 91.5K | $35.7M | $38.5M | 11.34% | -- | 2026-06-30 |
| 3 | VTI | VANGUARD INDEX FDS | 39.6K | $14.6M | $14.8M | 4.34% | -315 | 2026-06-30 |
| 4 | AXP | AMERICAN EXPRESS CO | 41.1K | $13.9M | $13.2M | 3.88% | -75 | 2026-06-30 |
| 5 | SYY | SYSCO CORP | 159.5K | $13.3M | $13.1M | 3.86% | -4,841 | 2026-06-30 |
| 6 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 15 | $11.2M | $11.2M | 3.30% | -5 | 2026-06-30 |
| 7 | AMAT | APPLIED MATLS INC | 15.4K | $11.1M | $7.0M | 2.06% | -5,015 | 2026-06-30 |
| 8 | — | TECHNIPFMC PLC | 150.8K | $10.0M | $10.0M | 2.94% | -2,880 | 2026-06-30 |
| 9 | GOOGL | ALPHABET INC | 25.7K | $9.2M | $8.5M | 2.51% | -310 | 2026-06-30 |
| 10 | GS | GOLDMAN SACHS GROUP INC | 7.3K | $7.4M | $7.5M | 2.19% | -630 | 2026-06-30 |
| 11 | BK | BANK OF NY MELLON CORP | 45.7K | $6.6M | $6.6M | 1.95% | -12,613 | 2026-06-30 |
| 12 | MSFT | MICROSOFT CORP | 17.4K | $6.5M | $8.6M | 2.52% | -- | 2026-06-30 |
| 13 | RHI | ROBERT HALF INC. | 153.4K | $4.7M | $5.7M | 1.69% | -50 | 2026-06-30 |
| 14 | WMT | WALMART INC | 41.0K | $4.6M | $4.3M | 1.27% | -416 | 2026-06-30 |
| 15 | CBRE | CBRE GROUP INC | 34.4K | $4.6M | $4.7M | 1.40% | -260 | 2026-06-30 |
| 16 | DIS | DISNEY WALT CO | 45.7K | $4.4M | $4.8M | 1.42% | +2.5K | 2026-06-30 |
| 17 | PHM | PULTE GROUP INC | 31.9K | $4.4M | $3.7M | 1.09% | -250 | 2026-06-30 |
| 18 | — | APTIV PLC | 62.5K | $3.8M | $3.8M | 1.13% | +7.7K | 2026-06-30 |
| 19 | WFC | WELLS FARGO & CO | 44.7K | $3.7M | $4.0M | 1.18% | -- | 2026-06-30 |
| 20 | CDW | CDW CORP | 25.8K | $3.6M | $3.7M | 1.08% | -730 | 2026-06-30 |
| 21 | AAPL | APPLE INC | 12.1K | $3.5M | $3.9M | 1.16% | +1 | 2026-06-30 |
| 22 | UNH | UNITEDHEALTH GROUP INC | 7.5K | $3.1M | $2.9M | 0.85% | -60 | 2026-06-30 |
| 23 | OMC | OMNICOM GROUP INC | 40.9K | $3.0M | $3.2M | 0.96% | +2.2K | 2026-06-30 |
| 24 | VGIT | VANGUARD SCOTTSDALE FDS | 46.0K | $2.7M | $2.6M | 0.78% | +7.5K | 2026-06-30 |
| 25 | THO | THOR INDS INC | 35.5K | $2.7M | $2.6M | 0.75% | +13.7K | 2026-06-30 |
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