Shayne & Jacobs, LLC

13F filer · CIK 0001484085

Reported Jul 7, 2026

Net seller this quarter

13F portfolio value$337MU.S. long equity reported on 13F

Positions715 new · 0 closed

Net flow last quarter-$8.74MBuys minus sells

Top 10 positions weight58.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 7, 202671 positions
BRK.BBerkshire Hathaway Inc	$80.1M	23.76%	Not reported	-3.3%	Q2 2013
HCAHCA Healthcare, Inc.	$35.7M	10.58%	0.04%	Not reported	Q3 2023
AXPAmerican Express Co	$13.9M	4.13%	0.01%	-0.2%	Q2 2013
SYYSysco Corp	$13.3M	3.95%	0.03%	-3.0%	Q2 2013
BRK.ABerkshire Hathaway Inc	$11.2M	3.33%	Not reported	-25.0%	Q2 2013
AMATApplied Materials Inc	$11.1M	3.30%	0.00%	-24.6%	Q3 2023
FTITechnipFMC plc	$10M	2.96%	0.04%	-1.9%	Q3 2023
GOOGLAlphabet Inc.	$9.17M	2.72%	0.00%	-1.2%	Q3 2023
GSGoldman Sachs Group Inc	$7.4M	2.19%	0.00%	-7.9%	Q2 2019
BNYBank of New York Mellon Corp	$6.61M	1.96%	0.01%	-21.6%	Q2 2019
MSFTMicrosoft Corp	$6.49M	1.93%	0.00%	Not reported	Q2 2013
RHIRobert Half Inc.	$4.71M	1.40%	0.15%	0.0%	Q3 2023
WMTWalmart Inc.	$4.64M	1.38%	0.00%	-1.0%	Q2 2013
CBRECbre Group, Inc.	$4.63M	1.37%	0.01%	-0.8%	Q3 2023
DISWalt Disney Co	$4.4M	1.30%	0.00%	+5.9%	Q3 2023
PHMPultegroup Inc	$4.38M	1.30%	0.02%	-0.8%	Q3 2023
APTVAptiv PLC	$3.84M	1.14%	0.03%	+14.1%	Q2 2024
WFCWells Fargo & Company	$3.69M	1.10%	0.00%	Not reported	Q2 2015
CDWCDW Corp	$3.63M	1.08%	0.02%	-2.8%	Q1 2026
AAPLApple Inc.	$3.49M	1.04%	0.00%	0.0%	Q3 2023
UNHUnitedhealth Group Inc	$3.1M	0.92%	0.00%	-0.8%	Q3 2023
OMCOmnicom Group Inc.	$2.98M	0.88%	0.01%	+5.7%	Q3 2023
THOThor Industries Inc	$2.67M	0.79%	0.07%	+63.2%	Q3 2023
PMPhilip Morris International Inc.	$2.65M	0.79%	0.00%	-0.1%	Q2 2013
AGCOAgco Corp	$2.61M	0.78%	0.03%	+0.4%	Q2 2024
RTXRTX Corp	$2.61M	0.77%	0.00%	Not reported	Q2 2020
LHLabcorp Holdings Inc.	$2.54M	0.75%	0.01%	-0.6%	Q2 2024
CSLCarlisle Companies Inc	$2.33M	0.69%	0.02%	+11.6%	Q3 2023
TELTE Connectivity plc	$2.24M	0.66%	0.00%	-0.9%	Q3 2023
BMYBristol Myers Squibb Co	$2.17M	0.64%	0.00%	+0.2%	Q4 2013
CRD.BCrawford & Co	$1.84M	0.54%	Not reported	Not reported	Q3 2023
AJGArthur J. Gallagher & Co.	$1.83M	0.54%	0.00%	New	Q2 2026
CBChubb Ltd	$1.81M	0.54%	0.00%	-1.1%	Q3 2023
VACMARRIOTT VACATIONS WORLDWIDE Corp	$1.76M	0.52%	0.05%	-0.6%	Q3 2023
AIGAmerican International Group, Inc.	$1.68M	0.50%	0.00%	-1.0%	Q3 2023
NVSTEnvista Holdings Corp	$1.55M	0.46%	0.04%	Not reported	Q1 2024
CRD.ACrawford & Co	$1.34M	0.40%	Not reported	-1.5%	Q3 2023
BACBank of America Corp	$1.34M	0.40%	0.00%	Not reported	Q2 2013
CNNECannae Holdings, Inc.	$1.21M	0.36%	0.19%	-0.6%	Q3 2023
AMCRAmcor plc	$1.12M	0.33%	0.01%	Not reported	Q2 2025
NSCNorfolk Southern Corp	$1.12M	0.33%	0.00%	Not reported	Q2 2013
QCOMQualcomm Inc	$964K	0.29%	0.00%	Not reported	Q3 2023
KMBKimberly Clark Corp	$953K	0.28%	0.00%	-0.1%	Q3 2023
ADPAutomatic Data Processing Inc	$821K	0.24%	0.00%	Not reported	Q2 2013
HUNHuntsman CORP	$773K	0.23%	0.04%	-0.4%	Q3 2023
VGNTVersigent PLC	$740K	0.22%	0.02%	New	Q2 2026
MRKMerck & Co., Inc.	$721K	0.21%	0.00%	Not reported	Q3 2023
AMZNAmazon Com Inc	$667K	0.20%	0.00%	Not reported	Q3 2023
METAMeta Platforms, Inc.	$549K	0.16%	Not reported	Not reported	Q3 2024
XOMExxonMobil Holdings Corp	$524K	0.16%	0.00%	Not reported	Q2 2013

Q1 2026Reported Apr 28, 202666 positions
BRK.BBerkshire Hathaway Inc	$79.3M	24.52%	Not reported	-1.6%	Q2 2013
HCAHCA Healthcare, Inc.	$43.3M	13.38%	0.04%	0.0%	Q3 2023
BRK.ABerkshire Hathaway Inc	$14.4M	4.44%	Not reported	-4.8%	Q2 2013
AXPAmerican Express Co	$12.5M	3.85%	0.01%	-0.2%	Q2 2013
SYYSysco Corp	$11.7M	3.62%	0.03%	Not reported	Q2 2013
FTITechnipFMC plc	$10.6M	3.28%	0.04%	-8.4%	Q3 2023
GOOGLAlphabet Inc.	$7.47M	2.31%	0.00%	-2.8%	Q3 2023
AMATApplied Materials Inc	$6.98M	2.16%	0.00%	-9.2%	Q3 2023
BNYBank of New York Mellon Corp	$6.92M	2.14%	0.01%	-1.3%	Q2 2019
GSGoldman Sachs Group Inc	$6.72M	2.08%	0.00%	-0.4%	Q2 2019
MSFTMicrosoft Corp	$6.44M	1.99%	0.00%	Not reported	Q2 2013
WMTWalmart Inc.	$5.14M	1.59%	0.00%	-0.9%	Q2 2013
CBRECbre Group, Inc.	$4.69M	1.45%	0.01%	-0.4%	Q3 2023
DISWalt Disney Co	$4.16M	1.29%	0.00%	+50.9%	Q3 2023
RHIRobert Half Inc.	$3.9M	1.20%	0.15%	+7.5%	Q3 2023
APTVAptiv PLC	$3.8M	1.17%	0.03%	+105.2%	Q2 2024
PHMPultegroup Inc	$3.79M	1.17%	0.02%	Not reported	Q3 2023
WFCWells Fargo & Company	$3.56M	1.10%	0.00%	Not reported	Q2 2015
CDWCDW Corp	$3.21M	0.99%	0.02%	New	Q1 2026
AAPLApple Inc.	$3.06M	0.95%	0.00%	+2.5%	Q3 2023
OMCOmnicom Group Inc.	$2.91M	0.90%	0.01%	-4.4%	Q3 2023
RTXRTX Corp	$2.65M	0.82%	0.00%	-0.5%	Q2 2020
AGCOAgco Corp	$2.52M	0.78%	0.03%	Not reported	Q2 2024
LHLabcorp Holdings Inc.	$2.43M	0.75%	0.01%	Not reported	Q2 2024
PMPhilip Morris International Inc.	$2.42M	0.75%	0.00%	Not reported	Q2 2013
TELTE Connectivity plc	$2.34M	0.72%	0.00%	Not reported	Q3 2023
BMYBristol Myers Squibb Co	$2.28M	0.70%	0.00%	+0.3%	Q4 2013
UNHUnitedhealth Group Inc	$2.03M	0.63%	0.00%	Not reported	Q3 2023
CSLCarlisle Companies Inc	$1.92M	0.59%	0.01%	-0.2%	Q3 2023
CRD.BCrawford & Co	$1.79M	0.55%	Not reported	Not reported	Q3 2023
CBChubb Ltd	$1.75M	0.54%	0.00%	Not reported	Q3 2023
THOThor Industries Inc	$1.74M	0.54%	0.04%	Not reported	Q3 2023
AIGAmerican International Group, Inc.	$1.71M	0.53%	0.00%	Not reported	Q3 2023
NVSTEnvista Holdings Corp	$1.49M	0.46%	0.04%	Not reported	Q1 2024
CRD.ACrawford & Co	$1.21M	0.37%	Not reported	Not reported	Q3 2023
BACBank of America Corp	$1.15M	0.35%	0.00%	Not reported	Q2 2013
VACMARRIOTT VACATIONS WORLDWIDE Corp	$1.13M	0.35%	0.05%	-4.8%	Q3 2023
AMCRAmcor plc	$1.03M	0.32%	0.01%	0.0%	Q2 2025
NSCNorfolk Southern Corp	$1.02M	0.31%	0.00%	Not reported	Q2 2013
HUNHuntsman CORP	$973K	0.30%	0.04%	-9.6%	Q3 2023
CNNECannae Holdings, Inc.	$963K	0.30%	0.19%	Not reported	Q3 2023
KMBKimberly Clark Corp	$838K	0.26%	0.00%	Not reported	Q3 2023
ADPAutomatic Data Processing Inc	$745K	0.23%	0.00%	Not reported	Q2 2013
MRKMerck & Co., Inc.	$675K	0.21%	0.00%	Not reported	Q3 2023
QCOMQualcomm Inc	$672K	0.21%	0.00%	Not reported	Q3 2023
ACNAccenture plc	$665K	0.21%	0.00%	Not reported	Q3 2023
XOMExxonMobil Holdings Corp	$650K	0.20%	0.00%	Not reported	Q2 2013
AMZNAmazon Com Inc	$583K	0.18%	0.00%	Not reported	Q3 2023
METAMeta Platforms, Inc.	$558K	0.17%	Not reported	Not reported	Q3 2024
STTState Street Corp	$552K	0.17%	0.00%	Not reported	Q1 2021

Q4 2025Reported Jan 27, 202668 positions
BRK.BBerkshire Hathaway Inc	$84.6M	25.61%	Not reported	-1.2%	Q2 2013
HCAHCA Healthcare, Inc.	$42.7M	12.93%	0.04%	0.0%	Q3 2023
BRK.ABerkshire Hathaway Inc	$15.9M	4.80%	Not reported	Not reported	Q2 2013
AXPAmerican Express Co	$15.3M	4.62%	0.01%	-0.3%	Q2 2013
SYYSysco Corp	$12.1M	3.67%	0.03%	-2.7%	Q2 2013
MSFTMicrosoft Corp	$8.42M	2.55%	0.00%	0.0%	Q2 2013
GOOGLAlphabet Inc.	$8.36M	2.53%	0.00%	-3.2%	Q3 2023
FTITechnipFMC plc	$7.47M	2.26%	0.04%	-4.1%	Q3 2023
GSGoldman Sachs Group Inc	$7.01M	2.12%	0.00%	-1.0%	Q2 2019
BNYBank of New York Mellon Corp	$6.87M	2.08%	0.01%	Not reported	Q2 2019
AMATApplied Materials Inc	$5.78M	1.75%	0.00%	-0.1%	Q3 2023
CBRECbre Group, Inc.	$5.59M	1.69%	0.01%	-0.2%	Q3 2023
WMTWalmart Inc.	$4.65M	1.41%	0.00%	-1.1%	Q2 2013
WFCWells Fargo & Company	$4.17M	1.26%	0.00%	-4.8%	Q2 2015
RHIRobert Half Inc.	$3.88M	1.17%	0.14%	+20.6%	Q3 2023
PHMPultegroup Inc	$3.77M	1.14%	0.02%	Not reported	Q3 2023
OMCOmnicom Group Inc.	$3.27M	0.99%	0.01%	-1.2%	Q3 2023
DISWalt Disney Co	$3.25M	0.98%	0.00%	-0.2%	Q3 2023
AAPLApple Inc.	$3.2M	0.97%	0.00%	0.0%	Q3 2023
TELTE Connectivity plc	$2.55M	0.77%	0.00%	Not reported	Q3 2023
RTXRTX Corp	$2.53M	0.77%	0.00%	Not reported	Q2 2020
UNHUnitedhealth Group Inc	$2.48M	0.75%	0.00%	Not reported	Q3 2023
PMPhilip Morris International Inc.	$2.35M	0.71%	0.00%	-1.3%	Q2 2013
LHLabcorp Holdings Inc.	$2.29M	0.69%	0.01%	Not reported	Q2 2024
AGCOAgco Corp	$2.27M	0.69%	0.03%	Not reported	Q2 2024
THOThor Industries Inc	$2.23M	0.68%	0.04%	-0.5%	Q3 2023
APTVAptiv PLC	$2.03M	0.61%	0.01%	Not reported	Q2 2024
BMYBristol Myers Squibb Co	$2.02M	0.61%	0.00%	+0.3%	Q4 2013
AIGAmerican International Group, Inc.	$1.95M	0.59%	0.00%	Not reported	Q3 2023
CRD.BCrawford & Co	$1.89M	0.57%	Not reported	Not reported	Q3 2023
CSLCarlisle Companies Inc	$1.84M	0.56%	0.01%	-0.2%	Q3 2023
CBChubb Ltd	$1.68M	0.51%	0.00%	Not reported	Q3 2023
CRD.ACrawford & Co	$1.36M	0.41%	Not reported	Not reported	Q3 2023
CNNECannae Holdings, Inc.	$1.33M	0.40%	0.18%	-2.4%	Q3 2023
BACBank of America Corp	$1.29M	0.39%	0.00%	Not reported	Q2 2013
NVSTEnvista Holdings Corp	$1.27M	0.39%	0.04%	Not reported	Q1 2024
AMCRAmcor plc	$1.08M	0.33%	0.01%	+0.6%	Q2 2025
VACMARRIOTT VACATIONS WORLDWIDE Corp	$1.05M	0.32%	0.05%	-2.5%	Q3 2023
NSCNorfolk Southern Corp	$1.02M	0.31%	0.00%	Not reported	Q2 2013
ADPAutomatic Data Processing Inc	$943K	0.29%	0.00%	-8.7%	Q2 2013
ACNAccenture plc	$900K	0.27%	0.00%	Not reported	Q3 2023
QCOMQualcomm Inc	$892K	0.27%	0.00%	0.0%	Q3 2023
KMBKimberly Clark Corp	$877K	0.27%	0.00%	-7.1%	Q3 2023
HUNHuntsman CORP	$809K	0.25%	0.05%	-4.0%	Q3 2023
AMZNAmazon Com Inc	$646K	0.20%	0.00%	Not reported	Q3 2023
METAMeta Platforms, Inc.	$644K	0.19%	Not reported	-3.9%	Q3 2024
MRKMerck & Co., Inc.	$591K	0.18%	0.00%	Not reported	Q3 2023
STTState Street Corp	$563K	0.17%	0.00%	Not reported	Q1 2021
DJCODaily Journal Corp	$521K	0.16%	0.06%	-10.8%	Q1 2016
XOMExxonMobil Holdings Corp	$461K	0.14%	0.00%	Not reported	Q2 2013

Q3 2025Reported Nov 5, 202568 positions
BRK.BBerkshire Hathaway Inc	$85.6M	26.51%	Not reported	-0.3%	Q2 2013
HCAHCA Healthcare, Inc.	$39M	12.08%	0.04%	0.0%	Q3 2023
BRK.ABerkshire Hathaway Inc	$15.8M	4.90%	Not reported	Not reported	Q2 2013
SYYSysco Corp	$13.9M	4.30%	0.04%	-0.9%	Q2 2013
AXPAmerican Express Co	$13.7M	4.26%	0.01%	Not reported	Q2 2013
MSFTMicrosoft Corp	$9.01M	2.79%	0.00%	Not reported	Q2 2013
FTITechnipFMC plc	$6.9M	2.14%	0.04%	-0.7%	Q3 2023
GOOGLAlphabet Inc.	$6.71M	2.08%	0.00%	-0.5%	Q3 2023
BNYBank of New York Mellon Corp	$6.44M	1.99%	0.01%	Not reported	Q2 2019
GSGoldman Sachs Group Inc	$6.42M	1.99%	0.00%	-1.5%	Q2 2019
CBRECbre Group, Inc.	$5.48M	1.70%	0.01%	-0.2%	Q3 2023
AMATApplied Materials Inc	$4.61M	1.43%	0.00%	Not reported	Q3 2023
WMTWalmart Inc.	$4.35M	1.35%	0.00%	-0.2%	Q2 2013
PHMPultegroup Inc	$4.25M	1.32%	0.02%	Not reported	Q3 2023
RHIRobert Half Inc.	$4.02M	1.24%	0.12%	+42.8%	Q3 2023
WFCWells Fargo & Company	$3.94M	1.22%	0.00%	Not reported	Q2 2015
OMCOmnicom Group Inc.	$3.34M	1.03%	0.02%	-0.9%	Q3 2023
DISWalt Disney Co	$3.28M	1.02%	0.00%	Not reported	Q3 2023
AAPLApple Inc.	$3M	0.93%	0.00%	0.0%	Q3 2023
LHLabcorp Holdings Inc.	$2.62M	0.81%	0.01%	Not reported	Q2 2024
UNHUnitedhealth Group Inc	$2.59M	0.80%	0.00%	-0.5%	Q3 2023
TELTE Connectivity plc	$2.46M	0.76%	0.00%	-2.5%	Q3 2023
PMPhilip Morris International Inc.	$2.41M	0.74%	0.00%	+5.0%	Q2 2013
AGCOAgco Corp	$2.33M	0.72%	0.03%	Not reported	Q2 2024
RTXRTX Corp	$2.31M	0.72%	0.00%	Not reported	Q2 2020
THOThor Industries Inc	$2.27M	0.70%	0.04%	+2.3%	Q3 2023
CSLCarlisle Companies Inc	$1.9M	0.59%	0.01%	-0.4%	Q3 2023
AIGAmerican International Group, Inc.	$1.79M	0.55%	0.00%	Not reported	Q3 2023
CRD.BCrawford & Co	$1.72M	0.53%	Not reported	Not reported	Q3 2023
BMYBristol Myers Squibb Co	$1.68M	0.52%	0.00%	+0.3%	Q4 2013
CNNECannae Holdings, Inc.	$1.59M	0.49%	0.17%	Not reported	Q3 2023
CBChubb Ltd	$1.52M	0.47%	0.00%	Not reported	Q3 2023
CRD.ACrawford & Co	$1.29M	0.40%	Not reported	Not reported	Q3 2023
VACMARRIOTT VACATIONS WORLDWIDE Corp	$1.24M	0.39%	0.05%	-5.0%	Q3 2023
BACBank of America Corp	$1.21M	0.38%	0.00%	Not reported	Q2 2013
NVSTEnvista Holdings Corp	$1.2M	0.37%	0.04%	Not reported	Q1 2024
ADPAutomatic Data Processing Inc	$1.18M	0.36%	0.00%	Not reported	Q2 2013
KMBKimberly Clark Corp	$1.16M	0.36%	0.00%	Not reported	Q3 2023
NSCNorfolk Southern Corp	$1.07M	0.33%	0.00%	Not reported	Q2 2013
AMCRAmcor plc	$1.05M	0.33%	0.01%	Not reported	Q2 2025
QCOMQualcomm Inc	$868K	0.27%	0.00%	Not reported	Q3 2023
ACNAccenture plc	$827K	0.26%	0.00%	Not reported	Q3 2023
HUNHuntsman CORP	$757K	0.23%	0.05%	-4.1%	Q3 2023
METAMeta Platforms, Inc.	$745K	0.23%	Not reported	Not reported	Q3 2024
AMZNAmazon Com Inc	$615K	0.19%	0.00%	Not reported	Q3 2023
DJCODaily Journal Corp	$558K	0.17%	0.09%	Not reported	Q1 2016
STTState Street Corp	$506K	0.16%	0.00%	Not reported	Q1 2021
MRKMerck & Co., Inc.	$471K	0.15%	0.00%	Not reported	Q3 2023
BSVNBank7 Corp.	$456K	0.14%	0.06%	Not reported	Q3 2023
XOMExxonMobil Holdings Corp	$432K	0.13%	0.00%	Not reported	Q2 2013

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