Sponsored

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

Currently, SHAYNE & JACOBS, LLC holds 94 types of securities in its portfolio with a total value $323.6M. In the most recent quarter, they have increased their positions in CDW (+26.5K shares, valued at $3.2M), N/A (+28.1K shares, valued at $1.9M), DIS (+14.6K shares, valued at $1.4M); decreased their positions in N/A (-2.7K shares, valued at $1.3M), VTI (-3.2K shares, valued at $1.0M), FTI (-14.0K shares, valued at $970.2K); initiated new positions in CDW (+26.5K shares, valued at $3.2M), N/A (+25.8K shares, valued at $1.0M), N/A (+3.0K shares, valued at $258.4K).

1M P&L

-6.4M-2.66%

3M P&L

-19.6M-7.75%

HY P&L

-1.8M-0.77%

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

1N/A50.7M

22.3%

2Medical Care Facilities43.3M

19.0%

3Credit Services12.5M

5.5%

Top Industries by Stock Count

1N/A32 stocks

37.6%

2Banks - Diversified3 stocks

3.5%

3Oil & Gas Integrated3 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL165.6K shares-1.62%2026-03-312026-04-28

HCA HCA HEALTHCARE INC91.5K shares-0.01%2026-03-312026-04-28

BRK.A BERKSHIRE HATHAWAY INC DEL20 shares-4.76%2026-03-312026-04-28

VTI VANGUARD INDEX FDS39.9K shares-7.51%2026-03-312026-04-28

AXP AMERICAN EXPRESS CO41.2K shares-0.17%2026-03-312026-04-28

SYY SYSCO CORP164.3K shares0.00%2026-03-312026-04-28

FTI TECHNIPFMC PLC153.6K shares-8.37%2026-03-312026-04-28

ALPHABET INC ALPHABET INC26.0K shares-2.81%2026-03-312026-04-28

Sponsored

AMAT APPLIED MATLS INC20.4K shares-9.21%2026-03-312026-04-28

BK BANK NEW YORK MELLON CORP58.3K shares-1.34%2026-03-312026-04-28

GS GOLDMAN SACHS GROUP INC7.9K shares-0.40%2026-03-312026-04-28

MSFT MICROSOFT CORP17.4K shares0.00%2026-03-312026-04-28

WMT WALMART INC41.4K shares-0.91%2026-03-312026-04-28

CBRE CBRE GROUP INC34.6K shares-0.35%2026-03-312026-04-28

DIS DISNEY WALT CO43.1K shares50.87%2026-03-312026-04-28

RHI ROBERT HALF INC.153.4K shares7.47%2026-03-312026-04-28

Sponsored

APTIV PLC APTIV PLC54.8K shares105.21%2026-03-312026-04-28

PHM PULTE GROUP INC32.2K shares0.00%2026-03-312026-04-28

WFC WELLS FARGO & CO44.7K shares0.00%2026-03-312026-04-28

CDW CDW CORP26.5K sharesnew addition2026-03-312026-04-28

AAPL APPLE INC12.1K shares2.45%2026-03-312026-04-28

OMC OMNICOM GROUP INC38.7K shares-4.44%2026-03-312026-04-28

RTX RTX CORPORATION13.7K shares-0.51%2026-03-312026-04-28

AGCO AGCO CORP21.8K shares0.00%2026-03-312026-04-28

Sponsored

LH LABCORP HOLDINGS INC9.1K shares0.00%2026-03-312026-04-28

PM PHILIP MORRIS INTL INC14.6K shares0.00%2026-03-312026-04-28

VBR VANGUARD INDEX FDS10.9K shares0.00%2026-03-312026-04-28

TE CONNECTIVITY PLC TE CONNECTIVITY PLC11.2K shares0.00%2026-03-312026-04-28

VGIT VANGUARD SCOTTSDALE FDS38.5K shares0.00%2026-03-312026-04-28

BMY BRISTOL-MYERS SQUIBB CO37.5K shares0.25%2026-03-312026-04-28

VGSH VANGUARD SCOTTSDALE FDS35.9K shares0.00%2026-03-312026-04-28

UNH UNITEDHEALTH GROUP INC7.5K shares0.00%2026-03-312026-04-28

Sponsored

CSL CARLISLE COS INC5.8K shares-0.17%2026-03-312026-04-28

CRD.B CRAWFORD & CO176.0K shares0.00%2026-03-312026-04-28

CB CHUBB LTD SWITZ5.4K shares0.00%2026-03-312026-04-28

THO THOR INDS INC21.8K shares0.00%2026-03-312026-04-28

AIG AMERICAN INTL GROUP INC22.8K shares0.00%2026-03-312026-04-28

NVST ENVISTA HOLDINGS CORPORATION58.7K shares0.00%2026-03-312026-04-28

MINT PIMCO ETF TR14.2K shares0.00%2026-03-312026-04-28

CRD.A CRAWFORD & CO121.0K shares0.00%2026-03-312026-04-28

Sponsored

BAC BANK AMERICA CORP23.5K shares0.00%2026-03-312026-04-28

VAC MARRIOTT VACATIONS WORLDWIDE17.4K shares-4.76%2026-03-312026-04-28

AMCOR PLC AMCOR PLC25.8K sharesnew addition2026-03-312026-04-28

NSC NORFOLK SOUTHN CORP3.5K shares0.00%2026-03-312026-04-28

IEFA ISHARES TR10.9K shares-0.83%2026-03-312026-04-28

EFA ISHARES TR10.1K shares0.00%2026-03-312026-04-28

TIP ISHARES TR8.8K shares-0.45%2026-03-312026-04-28

HUN HUNTSMAN CORP73.1K shares-9.64%2026-03-312026-04-28

Sponsored

CNNE CANNAE HLDGS INC84.7K shares0.00%2026-03-312026-04-28

VCSH VANGUARD SCOTTSDALE FDS11.9K shares-1.35%2026-03-312026-04-28

VB VANGUARD INDEX FDS3.6K shares6.77%2026-03-312026-04-28

VUG VANGUARD INDEX FDS2.1K shares0.00%2026-03-312026-04-28

KMB KIMBERLY-CLARK CORP8.7K shares0.00%2026-03-312026-04-28

ADP AUTOMATIC DATA PROCESSING IN3.7K shares0.00%2026-03-312026-04-28

MERCK & CO INC MERCK & CO INC5.6K shares0.00%2026-03-312026-04-28

QCOM QUALCOMM INC5.2K shares0.00%2026-03-312026-04-28

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.4K shares0.00%2026-03-312026-04-28

XOM EXXON MOBIL CORP3.8K shares0.00%2026-03-312026-04-28

BNDX VANGUARD CHARLOTTE FDS13.2K shares0.00%2026-03-312026-04-28

AMZN AMAZON COM INC2.8K shares0.00%2026-03-312026-04-28

META META PLATFORMS INC975 shares0.00%2026-03-312026-04-28

STT STATE STR CORP4.4K shares0.00%2026-03-312026-04-28

VTIP VANGUARD MALVERN FDS10.9K shares0.00%2026-03-312026-04-28

EWY ISHARES INC4.4K shares0.00%2026-03-312026-04-28

Sponsored

JNJ JOHNSON & JOHNSON2.1K shares0.00%2026-03-312026-04-28

SGOV ISHARES TR5.1K shares0.00%2026-03-312026-04-28

BP BP PLC10.4K shares0.00%2026-03-312026-04-28

CVX CHEVRON CORPORATION2.3K shares0.00%2026-03-312026-04-28

BSV VANGUARD BD INDEX FDS5.8K shares0.00%2026-03-312026-04-28

EWP ISHARES INC8.3K shares0.00%2026-03-312026-04-28

DJCO DAILY JOURNAL CORP919 shares-14.03%2026-03-312026-04-28

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.9K shares0.00%2026-03-312026-04-28

Sponsored

COP CONOCOPHILLIPS2.8K shares0.00%2026-03-312026-04-28

VEU VANGUARD INTL EQUITY INDEX F4.9K shares0.00%2026-03-312026-04-28

VMBS VANGUARD SCOTTSDALE FDS7.6K shares-8.89%2026-03-312026-04-28

USMV ISHARES TR3.8K shares0.00%2026-03-312026-04-28

RF REGIONS FINANCIAL CORP NEW13.2K shares0.00%2026-03-312026-04-28

CAT CATERPILLAR INC482 shares0.00%2026-03-312026-04-28

AGZ ISHARES TR3.0K shares0.00%2026-03-312026-04-28

EWI ISHARES INC6.0K shares0.00%2026-03-312026-04-28

Sponsored

JMST J P MORGAN EXCHANGE TRADED F6.0K shares0.00%2026-03-312026-04-28

CSCO CISCO SYS INC3.8K shares-11.63%2026-03-312026-04-28

IEF ISHARES TR3.0K shares0.00%2026-03-312026-04-28

ABT ABBOTT LABORATORIES2.8K shares0.00%2026-03-312026-04-28

IVV ISHARES TR437 shares-2.02%2026-03-312026-04-28

STZ CONSTELLATION BRANDS INC1.9K shares0.00%2026-03-312026-04-28

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC3.0K sharesnew addition2026-03-312026-04-28

VO VANGUARD INDEX FDS884 sharesnew addition2026-03-312026-04-28

Sponsored

NHI NATIONAL HEALTH INVS INC3.1K shares0.00%2026-03-312026-04-28

DBEF DBX ETF TR4.9K shares0.00%2026-03-312026-04-28

TFC TRUIST FINL CORP5.1K shares0.00%2026-03-312026-04-28

VV VANGUARD INDEX FDS724 shares-17.16%2026-03-312026-04-28

VWO VANGUARD INTL EQUITY INDEX F3.9K shares0.00%2026-03-312026-04-28

UNP UNION PAC CORP839 sharesnew addition2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL

-1.62%

Shares165.6K

Event2026-03-31

Filed2026-04-28

HCA

HCA HEALTHCARE INC

-0.01%

Shares91.5K

Event2026-03-31

Filed2026-04-28

BRK.A

BERKSHIRE HATHAWAY INC DEL

-4.76%

Shares20

Event2026-03-31

Filed2026-04-28

VTI

VANGUARD INDEX FDS

-7.51%

Shares39.9K

Event2026-03-31

Filed2026-04-28

AXP

AMERICAN EXPRESS CO

-0.17%

Shares41.2K

Event2026-03-31

Filed2026-04-28

SYY

SYSCO CORP

0.00%

Shares164.3K

Event2026-03-31

Filed2026-04-28

FTI

TECHNIPFMC PLC

-8.37%

Shares153.6K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-2.81%

Shares26.0K

Event2026-03-31

Filed2026-04-28

AMAT

APPLIED MATLS INC

-9.21%

Shares20.4K

Event2026-03-31

Filed2026-04-28

BANK NEW YORK MELLON CORP

-1.34%

Shares58.3K

Event2026-03-31

Filed2026-04-28

GOLDMAN SACHS GROUP INC

-0.40%

Shares7.9K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

0.00%

Shares17.4K

Event2026-03-31

Filed2026-04-28

WMT

WALMART INC

-0.91%

Shares41.4K

Event2026-03-31

Filed2026-04-28

CBRE

CBRE GROUP INC

-0.35%

Shares34.6K

Event2026-03-31

Filed2026-04-28

DIS

DISNEY WALT CO

50.87%

Shares43.1K

Event2026-03-31

Filed2026-04-28

RHI

ROBERT HALF INC.

7.47%

Shares153.4K

Event2026-03-31

Filed2026-04-28

APTIV PLC

105.21%

Shares54.8K

Event2026-03-31

Filed2026-04-28

PHM

PULTE GROUP INC

0.00%

Shares32.2K

Event2026-03-31

Filed2026-04-28

WFC

WELLS FARGO & CO

0.00%

Shares44.7K

Event2026-03-31

Filed2026-04-28

CDW

CDW CORP

New

Shares26.5K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

2.45%

Shares12.1K

Event2026-03-31

Filed2026-04-28

OMC

OMNICOM GROUP INC

-4.44%

Shares38.7K

Event2026-03-31

Filed2026-04-28

RTX

RTX CORPORATION

-0.51%

Shares13.7K

Event2026-03-31

Filed2026-04-28

AGCO

AGCO CORP

0.00%

Shares21.8K

Event2026-03-31

Filed2026-04-28

LABCORP HOLDINGS INC

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-28

PHILIP MORRIS INTL INC

0.00%

Shares14.6K

Event2026-03-31

Filed2026-04-28

VBR

VANGUARD INDEX FDS

0.00%

Shares10.9K

Event2026-03-31

Filed2026-04-28

TE CONNECTIVITY PLC

0.00%

Shares11.2K

Event2026-03-31

Filed2026-04-28

VGIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares38.5K

Event2026-03-31

Filed2026-04-28

BMY

BRISTOL-MYERS SQUIBB CO

0.25%

Shares37.5K

Event2026-03-31

Filed2026-04-28

VGSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares35.9K

Event2026-03-31

Filed2026-04-28

UNH

UNITEDHEALTH GROUP INC

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-28

CSL

CARLISLE COS INC

-0.17%

Shares5.8K

Event2026-03-31

Filed2026-04-28

CRD.B

CRAWFORD & CO

0.00%

Shares176.0K

Event2026-03-31

Filed2026-04-28

CHUBB LTD SWITZ

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-28

THO

THOR INDS INC

0.00%

Shares21.8K

Event2026-03-31

Filed2026-04-28

AIG

AMERICAN INTL GROUP INC

0.00%

Shares22.8K

Event2026-03-31

Filed2026-04-28

NVST

ENVISTA HOLDINGS CORPORATION

0.00%

Shares58.7K

Event2026-03-31

Filed2026-04-28

MINT

PIMCO ETF TR

0.00%

Shares14.2K

Event2026-03-31

Filed2026-04-28

CRD.A

CRAWFORD & CO

0.00%

Shares121.0K

Event2026-03-31

Filed2026-04-28

BAC

BANK AMERICA CORP

0.00%

Shares23.5K

Event2026-03-31

Filed2026-04-28

VAC

MARRIOTT VACATIONS WORLDWIDE

-4.76%

Shares17.4K

Event2026-03-31

Filed2026-04-28

AMCOR PLC

New

Shares25.8K

Event2026-03-31

Filed2026-04-28

NSC

NORFOLK SOUTHN CORP

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-28

IEFA

ISHARES TR

-0.83%

Shares10.9K

Event2026-03-31

Filed2026-04-28

EFA

ISHARES TR

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-28

TIP

ISHARES TR

-0.45%

Shares8.8K

Event2026-03-31

Filed2026-04-28

HUN

HUNTSMAN CORP

-9.64%

Shares73.1K

Event2026-03-31

Filed2026-04-28

CNNE

CANNAE HLDGS INC

0.00%

Shares84.7K

Event2026-03-31

Filed2026-04-28

VCSH

VANGUARD SCOTTSDALE FDS

-1.35%

Shares11.9K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

6.77%

Shares3.6K

Event2026-03-31

Filed2026-04-28

VUG

VANGUARD INDEX FDS

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-28

KMB

KIMBERLY-CLARK CORP

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-28

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-28

MERCK & CO INC

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-28

QCOM

QUALCOMM INC

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-28

ACCENTURE PLC IRELAND

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-28

XOM

EXXON MOBIL CORP

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-28

BNDX

VANGUARD CHARLOTTE FDS

0.00%

Shares13.2K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-28