13F Insight
DOSSIER · 13F-HR · Q2 2026

SHAYNE & JACOBS, LLC

$337M in tracked AUM across 129 positions as of Q2 2026.

S&
CIK 0001484085 · last filed Jun 30, 2026
Total AUM
$337M
as of Q2 2026
Holdings
129
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SHAYNE & JACOBS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$80M160K23.8%02
HCA
HCA HEALTHCARE INC
$36M92K10.6%03
VTI
VANGUARD INDEX FDS
$15M40K4.3%04
AXP
AMERICAN EXPRESS CO
$14M41K4.1%05
SYY
SYSCO CORP
$13M159K4.0%06
BRK/A
BERKSHIRE HATHAWAY INC DEL
$11M153.3%07
AMAT
APPLIED MATLS INC
$11M15K3.3%08
G87110105
TECHNIPFMC PLC
$10M151K3.0%09
GOOGL
ALPHABET INC
$9M26K2.7%10
GS
GOLDMAN SACHS GROUP INC
$7M7K2.2%

Filing history

2026Q2Jun 30
$337M▲ 4.2%
129 positionsView →2026Q1Mar 31
$324M▼ 2.0%
116 positionsView →2025Q4Dec 31
$330M▲ 2.3%
117 positionsView →2025Q3Sep 30
$323M▲ 6.8%
119 positionsView →2025Q2Jun 30
$303M▼ 25.5%
113 positionsLocked2025Q1Mar 31
$406M▲ 6.4%
112 positionsLocked2024Q4Dec 31
$382M▼ 4.2%
111 positionsLocked2024Q3Sep 30
$399M▲ 10.7%
111 positionsLocked2024Q2Jun 30
$360M▼ 2.0%
112 positionsLocked2024Q1Mar 31
$368M▲ 14.2%
107 positionsLocked2023Q4Dec 31
$322M▲ 7.2%
104 positionsLocked2023Q3Sep 30
$300M▲ 52.3%
105 positionsLocked
Showing 12 of 63