Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SHAYNE & JACOBS, LLC (CIK 1484085) reported $323.6M across 93 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($79.3M, 24.52%), HCA ($43.3M, 13.38%), BRK/A ($14.4M, 4.44%), VTI ($12.8M, 3.95%), AXP ($12.5M, 3.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $79.3M | 24.52% | 165,562 | Trimmed |
| 2 | HCA | HCA HEALTHCARE INC | $43.3M | 13.38% | 91,506 | Trimmed |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $14.4M | 4.44% | 20 | Trimmed |
| 4 | VTI | VANGUARD INDEX FDS | $12.8M | 3.95% | 39,883 | Trimmed |
| 5 | AXP | AMERICAN EXPRESS CO | $12.5M | 3.85% | 41,214 | Trimmed |
| 6 | SYY | SYSCO CORP | $11.7M | 3.62% | 164,306 | Hold |
| 7 | FTI | TECHNIPFMC PLC | $10.6M | 3.28% | 153,635 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $7.5M | 2.31% | 25,963 | Trimmed |
| 9 | AMAT | APPLIED MATLS INC | $7.0M | 2.16% | 20,424 | Trimmed |
| 10 | BK | BANK NEW YORK MELLON CORP | $6.9M | 2.14% | 58,347 | Trimmed |
| 11 | GS | GOLDMAN SACHS GROUP INC | $6.7M | 2.08% | 7,944 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $6.4M | 1.99% | 17,405 | Hold |
| 13 | WMT | WALMART INC | $5.1M | 1.59% | 41,367 | Trimmed |
| 14 | CBRE | CBRE GROUP INC | $4.7M | 1.45% | 34,626 | Trimmed |
| 15 | DIS | DISNEY WALT CO | $4.2M | 1.29% | 43,150 | Added |
| 16 | RHI | ROBERT HALF INC. | $3.9M | 1.20% | 153,425 | Added |
| 17 | APTV | APTIV PLC | $3.8M | 1.17% | 54,750 | Added |
| 18 | PHM | PULTE GROUP INC | $3.8M | 1.17% | 32,192 | Hold |
| 19 | WFC | WELLS FARGO & CO | $3.6M | 1.10% | 44,705 | Hold |
| 20 | CDW | CDW CORP | $3.2M | 0.99% | 26,530 | New |
| 21 | AAPL | APPLE INC | $3.1M | 0.95% | 12,065 | Added |
| 22 | OMC | OMNICOM GROUP INC | $2.9M | 0.90% | 38,701 | Trimmed |
| 23 | RTX | RTX CORPORATION | $2.7M | 0.82% | 13,742 | Trimmed |
| 24 | AGCO | AGCO CORP | $2.5M | 0.78% | 21,760 | Hold |
| 25 | PM | PHILIP MORRIS INTL INC | $2.4M | 0.75% | 14,641 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31