Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $80.1M | 23.8% |
| Hca Healthcare Inc.COM | COM | $35.7M | 10.6% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $14.6M | 4.3% |
| American Express COCOM | COM | $13.9M | 4.1% |
| Sysco Corp.COM | COM | $13.3M | 4.0% |
| Berkshire Hathaway Inc. DelCL A | CL A | $11.2M | 3.3% |
| Applied Matls Inc.COM | COM | $11.1M | 3.3% |
| Technipfmc PLCCOM | COM | $10M | 3.0% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $9.17M | 2.7% |
| Goldman Sachs Group Inc.COM | COM | $7.4M | 2.2% |
| Bank OF NY Mellon Corp.COM | COM | $6.61M | 2.0% |
| Microsoft Corp.COM | COM | $6.49M | 1.9% |
| Robert Half Inc..COM | COM | $4.71M | 1.4% |
| Walmart Inc.COM | COM | $4.64M | 1.4% |
| CBRE Group Inc.CL A | CL A | $4.63M | 1.4% |
| Disney Walt COCOM | COM | $4.4M | 1.3% |
| Pulte Group Inc.COM | COM | $4.38M | 1.3% |
| Aptiv PLCCOM SHS | COM SHS | $3.84M | 1.1% |
| Wells Fargo & COCOM | COM | $3.69M | 1.1% |
| Cdw Corp.COM | COM | $3.63M | 1.1% |
| Apple Inc.COM | COM | $3.49M | 1.0% |
| Unitedhealth Group Inc.COM | COM | $3.1M | 0.9% |
| Omnicom Group Inc.COM | COM | $2.98M | 0.9% |
| Vanguard Scottsdale FdsINTER TERM TREAS | INTER TERM TREAS | $2.71M | 0.8% |
| Thor Inds Inc.COM | COM | $2.67M | 0.8% |
| Philip Morris Intl Inc.COM | COM | $2.65M | 0.8% |
| Vanguard Index FdsSM CP VAL ETF | SM CP VAL ETF | $2.65M | 0.8% |
| Agco Corp.COM | COM | $2.61M | 0.8% |
| Rtx CorporationCOM | COM | $2.61M | 0.8% |
| Labcorp Holdings Inc.COM SHS | COM SHS | $2.54M | 0.8% |
| Carlisle Cos Inc.COM | COM | $2.33M | 0.7% |
| TE Connectivity PLCORD SHS | ORD SHS | $2.24M | 0.7% |
| Bristol-myers Squibb COCOM | COM | $2.17M | 0.6% |
| Vanguard Scottsdale FdsSHORT TERM TREAS | SHORT TERM TREAS | $2.03M | 0.6% |
| Crawford & COCL B | CL B | $1.84M | 0.5% |
| Gallagher Arthur J & COCOM | COM | $1.83M | 0.5% |
| Chubb LimitedCOM | COM | $1.81M | 0.5% |
| Marriott Vacations WorldwideCOM | COM | $1.76M | 0.5% |
| Vanguard Instl Index FD0 3 MO TR BI ETF | 0 3 MO TR BI ETF | $1.7M | 0.5% |
| American Intl Group Inc.COM NEW | COM NEW | $1.68M | 0.5% |
| Envista Holdings CorporationCOM | COM | $1.55M | 0.5% |
| Pimco ETF TRENHAN SHRT MA AC | ENHAN SHRT MA AC | $1.38M | 0.4% |
| Crawford & COCL A | CL A | $1.34M | 0.4% |
| Bank OF Amer Corp.COM | COM | $1.34M | 0.4% |
| Cannae Hldgs Inc.COM | COM | $1.21M | 0.4% |
| Amcor PLCCOM NEW | COM NEW | $1.12M | 0.3% |
| Norfolk Southn Corp.COM | COM | $1.12M | 0.3% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $1.09M | 0.3% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $1.08M | 0.3% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $1.08M | 0.3% |
Berkshire Hathaway Inc. DelCL B NEW$80.1M
- Class
- CL B NEW
- Share
- 23.8%
Hca Healthcare Inc.COM$35.7M
- Class
- COM
- Share
- 10.6%
Vanguard Index FdsTOTAL STK MKT$14.6M
- Class
- TOTAL STK MKT
- Share
- 4.3%
American Express COCOM$13.9M
- Class
- COM
- Share
- 4.1%
Sysco Corp.COM$13.3M
- Class
- COM
- Share
- 4.0%
Berkshire Hathaway Inc. DelCL A$11.2M
- Class
- CL A
- Share
- 3.3%
Applied Matls Inc.COM$11.1M
- Class
- COM
- Share
- 3.3%
Technipfmc PLCCOM$10M
- Class
- COM
- Share
- 3.0%
Alphabet Inc.CAP STK CL A$9.17M
- Class
- CAP STK CL A
- Share
- 2.7%
Goldman Sachs Group Inc.COM$7.4M
- Class
- COM
- Share
- 2.2%
Bank OF NY Mellon Corp.COM$6.61M
- Class
- COM
- Share
- 2.0%
Microsoft Corp.COM$6.49M
- Class
- COM
- Share
- 1.9%
Robert Half Inc..COM$4.71M
- Class
- COM
- Share
- 1.4%
Walmart Inc.COM$4.64M
- Class
- COM
- Share
- 1.4%
CBRE Group Inc.CL A$4.63M
- Class
- CL A
- Share
- 1.4%
Disney Walt COCOM$4.4M
- Class
- COM
- Share
- 1.3%
Pulte Group Inc.COM$4.38M
- Class
- COM
- Share
- 1.3%
Aptiv PLCCOM SHS$3.84M
- Class
- COM SHS
- Share
- 1.1%
Wells Fargo & COCOM$3.69M
- Class
- COM
- Share
- 1.1%
Cdw Corp.COM$3.63M
- Class
- COM
- Share
- 1.1%
Apple Inc.COM$3.49M
- Class
- COM
- Share
- 1.0%
Unitedhealth Group Inc.COM$3.1M
- Class
- COM
- Share
- 0.9%
Omnicom Group Inc.COM$2.98M
- Class
- COM
- Share
- 0.9%
Vanguard Scottsdale FdsINTER TERM TREAS$2.71M
- Class
- INTER TERM TREAS
- Share
- 0.8%
Thor Inds Inc.COM$2.67M
- Class
- COM
- Share
- 0.8%
Philip Morris Intl Inc.COM$2.65M
- Class
- COM
- Share
- 0.8%
Vanguard Index FdsSM CP VAL ETF$2.65M
- Class
- SM CP VAL ETF
- Share
- 0.8%
Agco Corp.COM$2.61M
- Class
- COM
- Share
- 0.8%
Rtx CorporationCOM$2.61M
- Class
- COM
- Share
- 0.8%
Labcorp Holdings Inc.COM SHS$2.54M
- Class
- COM SHS
- Share
- 0.8%
Carlisle Cos Inc.COM$2.33M
- Class
- COM
- Share
- 0.7%
TE Connectivity PLCORD SHS$2.24M
- Class
- ORD SHS
- Share
- 0.7%
Bristol-myers Squibb COCOM$2.17M
- Class
- COM
- Share
- 0.6%
Vanguard Scottsdale FdsSHORT TERM TREAS$2.03M
- Class
- SHORT TERM TREAS
- Share
- 0.6%
Crawford & COCL B$1.84M
- Class
- CL B
- Share
- 0.5%
Gallagher Arthur J & COCOM$1.83M
- Class
- COM
- Share
- 0.5%
Chubb LimitedCOM$1.81M
- Class
- COM
- Share
- 0.5%
Marriott Vacations WorldwideCOM$1.76M
- Class
- COM
- Share
- 0.5%
Vanguard Instl Index FD0 3 MO TR BI ETF$1.7M
- Class
- 0 3 MO TR BI ETF
- Share
- 0.5%
American Intl Group Inc.COM NEW$1.68M
- Class
- COM NEW
- Share
- 0.5%
Envista Holdings CorporationCOM$1.55M
- Class
- COM
- Share
- 0.5%
Pimco ETF TRENHAN SHRT MA AC$1.38M
- Class
- ENHAN SHRT MA AC
- Share
- 0.4%
Crawford & COCL A$1.34M
- Class
- CL A
- Share
- 0.4%
Bank OF Amer Corp.COM$1.34M
- Class
- COM
- Share
- 0.4%
Cannae Hldgs Inc.COM$1.21M
- Class
- COM
- Share
- 0.4%
Amcor PLCCOM NEW$1.12M
- Class
- COM NEW
- Share
- 0.3%
Norfolk Southn Corp.COM$1.12M
- Class
- COM
- Share
- 0.3%
Vanguard Index FdsGROWTH ETF$1.09M
- Class
- GROWTH ETF
- Share
- 0.3%
iShares TRCORE MSCI EAFE$1.08M
- Class
- CORE MSCI EAFE
- Share
- 0.3%
Vanguard Index FdsSMALL CP ETF$1.08M
- Class
- SMALL CP ETF
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 101 positions by value, with holdings of the same security combined. The 101 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1484085
- File number
- 028-13793
- Options
- 0 call, 0 put
- In the 25 largest
- 79.7%
- Prior quarter
- $324M at 31 March 2026
- Positions opened
- 7
- Positions closed
- 0
Common questions
What are Shayne & Jacobs’ 13F holdings worth?
$337 million across 101 positions for the quarter ended 30 June 2026.
What is Shayne & Jacobs’ largest 13F holding?
BERKSHIRE HATHAWAY INC DEL (CL B NEW) was the largest position at $80.1 million, or 23.8% of reported 13F value, as of 30 June 2026.
How concentrated is Shayne & Jacobs’ 13F portfolio?
The ten largest positions accounted for 61.3% of reported value and the twenty-five largest for 79.7%, across 101 positions as of 30 June 2026.
Does Form 13F show everything Shayne & Jacobs manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Shayne & Jacobs file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.