SHAYNE & JACOBS, LLC
CIK: 0001484085SEC EDGAR →
Portfolio Value
$330.3B
Holdings
95
As of
Q4 2025
New Positions
95
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 168,286 | $84.6B | 25.61% |
| 2 | HCA HEALTHCARE INC | 91,516 | $42.7B | 12.93% |
| 3 | BERKSHIRE HATHAWAY INC DEL | 21 | $15.8B | 4.80% |
| 4 | AMERICAN EXPRESS CO | 41,284 | $15.3B | 4.62% |
| 5 | VANGUARD INDEX FDS | 43,123 | $14.5B | 4.38% |
| 6 | SYSCO CORP | 164,306 | $12.1B | 3.67% |
| 7 | MICROSOFT CORP | 17,405 | $8.4B | 2.55% |
| 8 | ALPHABET INC | 26,713 | $8.4B | 2.53% |
| 9 | TECHNIPFMC PLC | 167,670 | $7.5B | 2.26% |
| 10 | GOLDMAN SACHS GROUP INC | 7,976 | $7.0B | 2.12% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (95)
$84.6B · 168K shares
$42.7B · 92K shares
$15.8B · 21 shares
$15.3B · 41K shares
$14.5B · 43K shares
$12.1B · 164K shares
$8.4B · 17K shares
$8.4B · 27K shares
$7.5B · 168K shares
$7.0B · 8K shares
$6.9B · 59K shares
$5.8B · 22K shares
$5.6B · 35K shares
$4.7B · 42K shares
$4.2B · 45K shares
$3.9B · 143K shares
$3.8B · 32K shares
$3.3B · 41K shares
$3.3B · 29K shares
$3.2B · 12K shares
$2.5B · 11K shares
$2.5B · 14K shares
$2.5B · 8K shares
$2.3B · 15K shares
$2.3B · 11K shares
$2.3B · 38K shares
$2.3B · 9K shares
$2.3B · 22K shares
$2.2B · 22K shares
$2.1B · 36K shares
$2.0B · 27K shares
$2.0B · 37K shares
$1.9B · 23K shares
$1.9B · 176K shares
$1.8B · 6K shares
$1.7B · 5K shares
$1.4B · 14K shares
$1.4B · 121K shares
$1.3B · 85K shares
$1.3B · 24K shares
$1.3B · 59K shares
$1.1B · 129K shares
$1.1B · 18K shares
$1.0B · 2K shares
$1.0B · 4K shares
$986.0M · 11K shares
$976.0M · 9K shares
$965.0M · 10K shares
$963.0M · 12K shares
$942.0M · 4K shares
$899.0M · 3K shares
$892.0M · 5K shares
$876.0M · 9K shares
$861.0M · 3K shares
$809.0M · 81K shares
$646.0M · 3K shares
$642.0M · 975 shares
$637.0M · 13K shares
$590.0M · 6K shares
$562.0M · 4K shares
$541.0M · 11K shares
$520.0M · 1K shares
$511.0M · 5K shares
$460.0M · 4K shares
$455.0M · 6K shares
$446.0M · 8K shares
$436.0M · 2K shares
$425.0M · 4K shares
$395.0M · 8K shares
$362.0M · 10K shares
$357.0M · 13K shares
$357.0M · 5K shares
$355.0M · 4K shares
$355.0M · 2K shares
$350.0M · 3K shares
$337.0M · 3K shares
$334.0M · 3K shares
$331.0M · 4K shares
$324.0M · 6K shares
$305.0M · 446 shares
$305.0M · 6K shares
$292.0M · 3K shares
$286.0M · 3K shares
$275.0M · 482 shares
$275.0M · 874 shares
$262.0M · 3K shares
$255.0M · 2K shares
$248.0M · 5K shares
$236.0M · 3K shares
$234.0M · 5K shares
$224.0M · 2K shares
$208.0M · 4K shares
$207.0M · 675 shares
$206.0M · 907 shares
$205.0M · 585 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 6 | $107.0B | 32.4% |
| Financial Services | 38 | $73.5B | 22.2% |
| Healthcare | 10 | $52.6B | 15.9% |
| Technology | 8 | $22.6B | 6.8% |
| Consumer Defensive | 4 | $17.9B | 5.4% |
| Communication Services | 4 | $15.5B | 4.7% |
| Industrials | 9 | $13.2B | 4.0% |
| Consumer Cyclical | 7 | $12.1B | 3.7% |
| Energy | 5 | $8.9B | 2.7% |
| Real Estate | 2 | $5.8B | 1.8% |
| Basic Materials | 1 | $809.0M | 0.2% |
| Utilities | 1 | $337.0M | 0.1% |