SJ
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SHAYNE & JACOBS, LLC13F | |
| SHAYNE & JACOBS, LLC | |
| Last update 2025-05-02 | 94 Stocks (1 new) |
| Value $406.00 Mil | Turnover 1 % |
SHAYNE & JACOBS, LLC Top Holdings of 2025-03-31
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| 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
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| 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)
SHAYNE & JACOBS, LLC's Asset Allocation
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
SHAYNE & JACOBS, LLC News
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