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SHAYNE & JACOBS, LLC

13F
SHAYNE & JACOBS, LLC
Last update 2025-05-02 94 Stocks (1 new)
Value $406.00 Mil Turnover 1 %
Countries:
SHAYNE & JACOBS, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B
Berkshire Hathaway Inc
289,678
154,276.7
-0.41%
37.970
-0.14%
0.010
-3.08%
+5.34%
1,029,554.6
Insurance
BRK.A
Berkshire Hathaway Inc
47
37,526.8
0%
9.240
0%
0.000
-3.22%
+5.04%
1,029,554.6
Insurance
HCA
HCA Healthcare Inc
95,561
33,021.1
-0.05%
8.130
0%
0.040
+13.89%
+26.33%
90,840.7
Healthcare Providers & Services
SYY
Sysco Corp
332,485
24,949.7
0%
6.140
0%
0.070
+13.33%
+2.17%
37,098.0
Retail - Defensive
VTI
Vanguard Total Stock Market ETF
61,966
17,030.7
-12.95%
4.190
-0.70%
0.000
+25.74%
+6.13%
469,505.6
 
AXP
American Express Co
63,182
16,999.1
-0.24%
4.180
-0.01%
0.010
+37.34%
+7.68%
222,072.7
Credit Services
MSFT
Microsoft Corp
17,404
6,533.5
+0.82%
1.610
+0.01%
0.000
+40.32%
+18.28%
3,691,149.9
Software
FTI
TechnipFMC PLC
176,255
5,585.5
-2.53%
1.370
-0.03%
0.040
+52.66%
+22.49%
14,811.4
Oil & Gas
BK
Bank of New York Mellon Corp
64,037
5,370.8
0%
1.320
0%
0.010
+26.89%
+22.06%
66,313.6
Banks
CBRE
CBRE Group Inc
34,986
4,575.5
-0.74%
1.130
-0.01%
0.010
+22.78%
+6.55%
41,701.9
Real Estate

SHAYNE & JACOBS, LLC's Historical Top Holdings Breakdowns

SHAYNE & JACOBS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI
Vanguard Total Stock Market ETF
2025-03-31
Reduce
Reduce
-0.70%
271.18 ($290.53) 303.12
$305.58
5.18%
Reduce -12.95%
61,966
-9,220
BRK.B
Berkshire Hathaway Inc
2025-03-31
Reduce
Reduce
-0.14%
442.66 ($486.15) 534.52
$477.47
-1.79%
Reduce -0.41%
289,678
-1,178
WFC
Wells Fargo & Co
2025-03-31
Add
Add
+0.13%
66.78 ($75.08) 81.42
$81.59
8.67%
Add 17.57%
48,177
7,200
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.09%
576.36 ($645.17) 736.67
$720.67
11.70%
Add 185.92%
1,015
660
STZ
Constellation Brands Inc
2025-03-31
New Buy
New Buy
+0.08%
161.05 ($181.67) 222.93
$170.55
-6.12%
New holding
1,730
1,730
GOOGL
Alphabet Inc
2025-03-31
Add
Add
+0.06%
154.33 ($181.36) 206.38
$174.36
-3.86%
Add 5.47%
27,747
1,440
AAPL
Apple Inc
2025-03-31
Add
Add
+0.06%
209.68 ($231.67) 247.1
$210.01
-9.35%
Add 10.01%
11,773
1,071
NVDA
NVIDIA Corp
2025-03-31
Sold Out
Sold Out
-0.06%
106.98 ($126.74) 149.43
$160.00
26.24%
Sold Out
0
-1,693
AIG
American International Group Inc
2025-03-31
Reduce
Reduce
-0.05%
70.5 ($77.72) 86.94
$83.20
7.05%
Reduce -9.85%
22,930
-2,504
AMAT
Applied Materials Inc
2025-03-31
Add
Add
+0.03%
145.06 ($168.16) 195.51
$194.99
15.96%
Add 3.75%
22,520
815

SHAYNE & JACOBS, LLC Total Holding History ($B)

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SHAYNE & JACOBS, LLC's Asset Allocation

To

SHAYNE & JACOBS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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SHAYNE & JACOBS, LLC's Hypothetical Growth since 2025-03-31

SHAYNE & JACOBS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SHAYNE & JACOBS, LLC's Holdings Heat Map

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SHAYNE & JACOBS, LLC's Holdings Bubble Chart

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