Sponsored

The Analysis of SHAYNE & JACOBS, LLC's Holdings & P&L

Currently, SHAYNE & JACOBS, LLC holds 101 types of securities in its portfolio with a total value $337.2M. In the most recent quarter, they have increased their positions in AJG (+8.0K shares, valued at $1.8M), VBIL (+22.5K shares, valued at $1.7M), THO (+13.7K shares, valued at $1.0M); decreased their positions in BRK.A (-5 shares, valued at $3.7M), N/A (-5.0K shares, valued at $3.6M), BRK.B (-5.5K shares, valued at $2.7M); initiated new positions in AJG (+8.0K shares, valued at $1.8M), VBIL (+22.5K shares, valued at $1.7M), VGNT (+17.6K shares, valued at $740.3K).

1M P&L

+4.8M+1.78%

3M P&L

+5.4M+2.01%

HY P&L

-8.5M-2.98%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1INSURANCE - DIVERSIFIED80.1M

27.5%

2N/A38.1M

13.1%

3Medical Care Facilities35.7M

12.3%

Top Industries by Stock Count

1N/A33 stocks

39.3%

2Banks - Diversified3 stocks

3.6%

3Drug Manufacturers - General3 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BRK.B BERKSHIRE HATHAWAY INC DEL160.1K shares-3.31%2026-06-302026-07-07

HCA HCA HEALTHCARE INC91.5K shares0.00%2026-06-302026-07-07

VANGUARD INDEX FDS VANGUARD INDEX FDS39.6K shares-0.79%2026-06-302026-07-07

AXP AMERICAN EXPRESS CO41.1K shares-0.18%2026-06-302026-07-07

SYY SYSCO CORP159.5K shares-2.95%2026-06-302026-07-07

BRK.A BERKSHIRE HATHAWAY INC DEL15 shares-25.00%2026-06-302026-07-07

APPLIED MATLS INC APPLIED MATLS INC15.4K shares-24.55%2026-06-302026-07-07

FTI TECHNIPFMC PLC150.8K shares-1.87%2026-06-302026-07-07

Sponsored

GOOGL ALPHABET INC25.7K shares-1.19%2026-06-302026-07-07

GS GOLDMAN SACHS GROUP INC7.3K shares-7.93%2026-06-302026-07-07

BK BANK OF NY MELLON CORP45.7K shares-21.62%2026-06-302026-07-07

MSFT MICROSOFT CORP17.4K shares0.00%2026-06-302026-07-07

RHI ROBERT HALF INC.153.4K shares-0.03%2026-06-302026-07-07

WMT WALMART INC41.0K shares-1.01%2026-06-302026-07-07

CBRE CBRE GROUP INC34.4K shares-0.75%2026-06-302026-07-07

DIS DISNEY WALT CO45.7K shares5.87%2026-06-302026-07-07

Sponsored

PHM PULTE GROUP INC31.9K shares-0.78%2026-06-302026-07-07

APTIV PLC APTIV PLC62.5K shares14.12%2026-06-302026-07-07

WFC WELLS FARGO & CO44.7K shares0.00%2026-06-302026-07-07

CDW CDW CORP25.8K shares-2.75%2026-06-302026-07-07

AAPL APPLE INC12.1K shares0.01%2026-06-302026-07-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC7.5K shares-0.80%2026-06-302026-07-07

OMC OMNICOM GROUP INC40.9K shares5.68%2026-06-302026-07-07

VGIT VANGUARD SCOTTSDALE FDS46.0K shares19.41%2026-06-302026-07-07

Sponsored

THO THOR INDS INC35.5K shares63.17%2026-06-302026-07-07

PM PHILIP MORRIS INTL INC14.6K shares-0.07%2026-06-302026-07-07

VBR VANGUARD INDEX FDS10.9K shares-0.46%2026-06-302026-07-07

AGCO AGCO CORP21.8K shares0.37%2026-06-302026-07-07

RTX CORPORATION RTX CORPORATION13.7K shares0.00%2026-06-302026-07-07

LABCORP HOLDINGS INC LABCORP HOLDINGS INC9.1K shares-0.55%2026-06-302026-07-07

CSL CARLISLE COS INC6.4K shares11.56%2026-06-302026-07-07

TEL TE CONNECTIVITY PLC11.1K shares-0.89%2026-06-302026-07-07

Sponsored

BMY BRISTOL-MYERS SQUIBB CO37.6K shares0.24%2026-06-302026-07-07

VGSH VANGUARD SCOTTSDALE FDS34.8K shares-2.84%2026-06-302026-07-07

CRD.B CRAWFORD & CO176.0K shares0.00%2026-06-302026-07-07

AJG GALLAGHER ARTHUR J & CO8.0K sharesnew addition2026-06-302026-07-07

CHUBB LIMITED CHUBB LIMITED5.3K shares-1.12%2026-06-302026-07-07

MARRIOTT VACATIONS WORLDWIDE MARRIOTT VACATIONS WORLDWIDE17.3K shares-0.58%2026-06-302026-07-07

VBIL VANGUARD INSTL INDEX FD22.5K sharesnew addition2026-06-302026-07-07

AIG AMERICAN INTL GROUP INC22.6K shares-0.97%2026-06-302026-07-07

Sponsored

NVST ENVISTA HOLDINGS CORPORATION58.7K shares0.00%2026-06-302026-07-07

MINT PIMCO ETF TR13.7K shares-3.94%2026-06-302026-07-07

CRD.A CRAWFORD & CO119.2K shares-1.49%2026-06-302026-07-07

BAC BANK OF AMER CORP23.5K shares0.00%2026-06-302026-07-07

CNNE CANNAE HLDGS INC84.2K shares-0.61%2026-06-302026-07-07

AMCOR PLC AMCOR PLC25.8K shares0.00%2026-06-302026-07-07

NSC NORFOLK SOUTHN CORP3.5K shares0.00%2026-06-302026-07-07

VUG VANGUARD INDEX FDS12.6K shares500.00%2026-06-302026-07-07

Sponsored

ISHARES TR ISHARES TR11.2K shares2.16%2026-06-302026-07-07

VB VANGUARD INDEX FDS3.6K shares-0.28%2026-06-302026-07-07

EFA ISHARES TR10.1K shares0.00%2026-06-302026-07-07

QCOM QUALCOMM INC5.2K shares0.00%2026-06-302026-07-07

KMB KIMBERLY-CLARK CORP8.7K shares-0.06%2026-06-302026-07-07

TIP ISHARES TR8.6K shares-2.26%2026-06-302026-07-07

VCSH VANGUARD SCOTTSDALE FDS11.7K shares-2.22%2026-06-302026-07-07

EWY ISHARES INC4.4K shares0.00%2026-06-302026-07-07

Sponsored

ADP AUTOMATIC DATA PROCESSING IN3.7K shares0.00%2026-06-302026-07-07

HUN HUNTSMAN CORP72.8K shares-0.44%2026-06-302026-07-07

VGNT VERSIGENT PLC17.6K sharesnew addition2026-06-302026-07-07

MRK MERCK & CO INC5.6K shares0.00%2026-06-302026-07-07

AMZN AMAZON COM INC2.8K shares0.00%2026-06-302026-07-07

BNDX VANGUARD CHARLOTTE FDS12.9K shares-2.12%2026-06-302026-07-07

VTIP VANGUARD MALVERN FDS10.9K shares0.00%2026-06-302026-07-07

META PLATFORMS INC META PLATFORMS INC975 shares0.00%2026-06-302026-07-07

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP3.8K shares0.00%2026-06-302026-07-07

JNJ JOHNSON & JOHNSON2.0K shares-3.65%2026-06-302026-07-07

CAT CATERPILLAR INC483 shares0.21%2026-06-302026-07-07

SGOV ISHARES TR5.1K shares0.00%2026-06-302026-07-07

DJCO DAILY JOURNAL CORP829 shares-9.79%2026-06-302026-07-07

EWP ISHARES INC8.3K shares0.00%2026-06-302026-07-07

BSV VANGUARD BD INDEX FDS5.8K shares0.00%2026-06-302026-07-07

CISCO SYS INC CISCO SYS INC3.8K shares0.00%2026-06-302026-07-07

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.3K shares-0.89%2026-06-302026-07-07

VEU VANGUARD INTL EQUITY INDEX F4.9K shares0.00%2026-06-302026-07-07

RF REGIONS FINANCIAL CORP NEW13.2K shares0.00%2026-06-302026-07-07

CVX CHEVRON CORPORATION2.3K shares0.00%2026-06-302026-07-07

BP BP PLC10.4K shares0.00%2026-06-302026-07-07

DUK DUKE ENERGY CORP NEW2.9K shares0.00%2026-06-302026-07-07

USMV ISHARES TR3.8K shares0.00%2026-06-302026-07-07

EWI ISHARES INC6.0K shares0.00%2026-06-302026-07-07

Sponsored

VMBS VANGUARD SCOTTSDALE FDS7.4K shares-2.62%2026-06-302026-07-07

STT STATE STR CORP2.1K shares-52.92%2026-06-302026-07-07

AGZ ISHARES TR2.9K shares-2.97%2026-06-302026-07-07

VO VANGUARD INDEX FDS3.8K shares334.16%2026-06-302026-07-07

JMST J P MORGAN EXCHANGE TRADED F6.0K shares0.00%2026-06-302026-07-07

PNFP PINNACLE FINL PARTNERS INC3.0K shares0.00%2026-06-302026-07-07

ISHARES TR ISHARES TR397 shares-9.15%2026-06-302026-07-07

COP CONOCOPHILLIPS2.8K shares0.00%2026-06-302026-07-07

Sponsored

IEF ISHARES TR3.0K shares0.00%2026-06-302026-07-07

VWO VANGUARD INTL EQUITY INDEX F4.8K shares23.35%2026-06-302026-07-07

DBEF DBX ETF TR4.9K shares0.00%2026-06-302026-07-07

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC1.9K shares0.00%2026-06-302026-07-07

ABT ABBOTT LABORATORIES2.8K shares0.00%2026-06-302026-07-07

TFC TRUIST FINL CORP5.1K shares0.00%2026-06-302026-07-07

VV VANGUARD INDEX FDS724 shares0.00%2026-06-302026-07-07

NHI NATIONAL HEALTH INVS INC3.1K shares0.00%2026-06-302026-07-07

Sponsored

ABBVIE INC ABBVIE INC907 sharesnew addition2026-06-302026-07-07

UNP UNION PAC CORP839 shares0.00%2026-06-302026-07-07

GE GE AEROSPACE591 sharesnew addition2026-06-302026-07-07

VOT VANGUARD INDEX FDS659 sharesnew addition2026-06-302026-07-07

IEMG ISHARES INC2.4K sharesnew addition2026-06-302026-07-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

-3.31%

Shares160.1K

Event2026-06-30

Filed2026-07-07

HCA

HCA HEALTHCARE INC

0.00%

Shares91.5K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

-0.79%

Shares39.6K

Event2026-06-30

Filed2026-07-07

AXP

AMERICAN EXPRESS CO

-0.18%

Shares41.1K

Event2026-06-30

Filed2026-07-07

SYY

SYSCO CORP

-2.95%

Shares159.5K

Event2026-06-30

Filed2026-07-07

BRK.A

BERKSHIRE HATHAWAY INC DEL

-25.00%

Shares15

Event2026-06-30

Filed2026-07-07

APPLIED MATLS INC

-24.55%

Shares15.4K

Event2026-06-30

Filed2026-07-07

FTI

TECHNIPFMC PLC

-1.87%

Shares150.8K

Event2026-06-30

Filed2026-07-07

GOOGL

ALPHABET INC

-1.19%

Shares25.7K

Event2026-06-30

Filed2026-07-07

GOLDMAN SACHS GROUP INC

-7.93%

Shares7.3K

Event2026-06-30

Filed2026-07-07

BANK OF NY MELLON CORP

-21.62%

Shares45.7K

Event2026-06-30

Filed2026-07-07

MSFT

MICROSOFT CORP

0.00%

Shares17.4K

Event2026-06-30

Filed2026-07-07

RHI

ROBERT HALF INC.

-0.03%

Shares153.4K

Event2026-06-30

Filed2026-07-07

WMT

WALMART INC

-1.01%

Shares41.0K

Event2026-06-30

Filed2026-07-07

CBRE

CBRE GROUP INC

-0.75%

Shares34.4K

Event2026-06-30

Filed2026-07-07

DIS

DISNEY WALT CO

5.87%

Shares45.7K

Event2026-06-30

Filed2026-07-07

PHM

PULTE GROUP INC

-0.78%

Shares31.9K

Event2026-06-30

Filed2026-07-07

APTIV PLC

14.12%

Shares62.5K

Event2026-06-30

Filed2026-07-07

WFC

WELLS FARGO & CO

0.00%

Shares44.7K

Event2026-06-30

Filed2026-07-07

CDW

CDW CORP

-2.75%

Shares25.8K

Event2026-06-30

Filed2026-07-07

AAPL

APPLE INC

0.01%

Shares12.1K

Event2026-06-30

Filed2026-07-07

UNITEDHEALTH GROUP INC

-0.80%

Shares7.5K

Event2026-06-30

Filed2026-07-07

OMC

OMNICOM GROUP INC

5.68%

Shares40.9K

Event2026-06-30

Filed2026-07-07

VGIT

VANGUARD SCOTTSDALE FDS

19.41%

Shares46.0K

Event2026-06-30

Filed2026-07-07

THO

THOR INDS INC

63.17%

Shares35.5K

Event2026-06-30

Filed2026-07-07

PHILIP MORRIS INTL INC

-0.07%

Shares14.6K

Event2026-06-30

Filed2026-07-07

VBR

VANGUARD INDEX FDS

-0.46%

Shares10.9K

Event2026-06-30

Filed2026-07-07

AGCO

AGCO CORP

0.37%

Shares21.8K

Event2026-06-30

Filed2026-07-07

RTX CORPORATION

0.00%

Shares13.7K

Event2026-06-30

Filed2026-07-07

LABCORP HOLDINGS INC

-0.55%

Shares9.1K

Event2026-06-30

Filed2026-07-07

CSL

CARLISLE COS INC

11.56%

Shares6.4K

Event2026-06-30

Filed2026-07-07

TEL

TE CONNECTIVITY PLC

-0.89%

Shares11.1K

Event2026-06-30

Filed2026-07-07

BMY

BRISTOL-MYERS SQUIBB CO

0.24%

Shares37.6K

Event2026-06-30

Filed2026-07-07

VGSH

VANGUARD SCOTTSDALE FDS

-2.84%

Shares34.8K

Event2026-06-30

Filed2026-07-07

CRD.B

CRAWFORD & CO

0.00%

Shares176.0K

Event2026-06-30

Filed2026-07-07

AJG

GALLAGHER ARTHUR J & CO

New

Shares8.0K

Event2026-06-30

Filed2026-07-07

CHUBB LIMITED

-1.12%

Shares5.3K

Event2026-06-30

Filed2026-07-07

MARRIOTT VACATIONS WORLDWIDE

-0.58%

Shares17.3K

Event2026-06-30

Filed2026-07-07

VBIL

VANGUARD INSTL INDEX FD

New

Shares22.5K

Event2026-06-30

Filed2026-07-07

AIG

AMERICAN INTL GROUP INC

-0.97%

Shares22.6K

Event2026-06-30

Filed2026-07-07

NVST

ENVISTA HOLDINGS CORPORATION

0.00%

Shares58.7K

Event2026-06-30

Filed2026-07-07

MINT

PIMCO ETF TR

-3.94%

Shares13.7K

Event2026-06-30

Filed2026-07-07

CRD.A

CRAWFORD & CO

-1.49%

Shares119.2K

Event2026-06-30

Filed2026-07-07

BAC

BANK OF AMER CORP

0.00%

Shares23.5K

Event2026-06-30

Filed2026-07-07

CNNE

CANNAE HLDGS INC

-0.61%

Shares84.2K

Event2026-06-30

Filed2026-07-07

AMCOR PLC

0.00%

Shares25.8K

Event2026-06-30

Filed2026-07-07

NSC

NORFOLK SOUTHN CORP

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-07

VUG

VANGUARD INDEX FDS

500.00%

Shares12.6K

Event2026-06-30

Filed2026-07-07

ISHARES TR

2.16%

Shares11.2K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

-0.28%

Shares3.6K

Event2026-06-30

Filed2026-07-07

EFA

ISHARES TR

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-07

QCOM

QUALCOMM INC

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-07

KMB

KIMBERLY-CLARK CORP

-0.06%

Shares8.7K

Event2026-06-30

Filed2026-07-07

TIP

ISHARES TR

-2.26%

Shares8.6K

Event2026-06-30

Filed2026-07-07

VCSH

VANGUARD SCOTTSDALE FDS

-2.22%

Shares11.7K

Event2026-06-30

Filed2026-07-07

EWY

ISHARES INC

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-07

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-07

HUN

HUNTSMAN CORP

-0.44%

Shares72.8K

Event2026-06-30

Filed2026-07-07

VGNT

VERSIGENT PLC

New

Shares17.6K

Event2026-06-30

Filed2026-07-07

MRK

MERCK & CO INC

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-07

AMZN

AMAZON COM INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-07

BNDX

VANGUARD CHARLOTTE FDS

-2.12%

Shares12.9K

Event2026-06-30

Filed2026-07-07

VTIP

VANGUARD MALVERN FDS

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-07

META PLATFORMS INC

0.00%

Shares975

Event2026-06-30

Filed2026-07-07

EXXON MOBIL CORP

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-07

JNJ

JOHNSON & JOHNSON

-3.65%

Shares2.0K

Event2026-06-30

Filed2026-07-07

CAT

CATERPILLAR INC

0.21%

Shares483

Event2026-06-30

Filed2026-07-07

SGOV

ISHARES TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-07

DJCO

DAILY JOURNAL CORP

-9.79%

Shares829

Event2026-06-30

Filed2026-07-07

EWP

ISHARES INC

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-07

BSV

VANGUARD BD INDEX FDS

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-07

CISCO SYS INC

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-07

ACCENTURE PLC IRELAND

-0.89%

Shares3.3K

Event2026-06-30

Filed2026-07-07

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-07

REGIONS FINANCIAL CORP NEW

0.00%

Shares13.2K

Event2026-06-30

Filed2026-07-07

CVX

CHEVRON CORPORATION

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-07

BP PLC

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-07

DUK

DUKE ENERGY CORP NEW

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-07

USMV

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-07

EWI

ISHARES INC

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-07

VMBS

VANGUARD SCOTTSDALE FDS

-2.62%

Shares7.4K

Event2026-06-30

Filed2026-07-07

STT

STATE STR CORP

-52.92%

Shares2.1K

Event2026-06-30

Filed2026-07-07

AGZ

ISHARES TR

-2.97%

Shares2.9K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

334.16%

Shares3.8K

Event2026-06-30

Filed2026-07-07

JMST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-07

PNFP

PINNACLE FINL PARTNERS INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-07

ISHARES TR

-9.15%

Shares397

Event2026-06-30

Filed2026-07-07

COP

CONOCOPHILLIPS

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-07

IEF

ISHARES TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-07

VWO

VANGUARD INTL EQUITY INDEX F

23.35%

Shares4.8K

Event2026-06-30

Filed2026-07-07

DBEF

DBX ETF TR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-07

CONSTELLATION BRANDS INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-07

ABT

ABBOTT LABORATORIES

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-07

TFC

TRUIST FINL CORP

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

0.00%

Shares724

Event2026-06-30

Filed2026-07-07

NHI

NATIONAL HEALTH INVS INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-07

ABBVIE INC

New

Shares907

Event2026-06-30

Filed2026-07-07

UNP

UNION PAC CORP

0.00%

Shares839

Event2026-06-30

Filed2026-07-07

GE AEROSPACE

New

Shares591

Event2026-06-30

Filed2026-07-07

VOT

VANGUARD INDEX FDS

New

Shares659

Event2026-06-30

Filed2026-07-07

IEMG

ISHARES INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available