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SHAYNE & JACOBS, LLC
Period ended Sep 30, 2026 · Latest filing Oct 21, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $334,931,041
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $79,415,556
- HCA HEALTHCARE INC · COM · 40412C101 · shares: $39,049,270
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $15,049,313
- SYSCO CORP · COM · 871829107 · shares: $12,386,908
- AMERICAN EXPRESS CO · COM · 025816109 · shares: $12,309,664
- BERKSHIRE HATHAWAY INC DEL · CL A · 084670108 · shares: $11,205,075
- TECHNIPFMC PLC · COM · G87110105 · shares: $9,258,515
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $8,748,234
- MICROSOFT CORP · COM · 594918104 · shares: $8,715,465
- APPLIED MATLS INC · COM · 038222105 · shares: $7,189,491
Reported holdings
127 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| PINNACLE FINL PARTNERS INC | COM | 72348N109 | — | 3,000 shares | $280,830 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 2,800 shares | $276,724 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 | — | 3,040 shares | $271,502 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 | — | 4,866 shares | $267,387 |
| PHILLIPS 66 | COM | 718546104 | — | 940 shares | $239,991 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 3,872 shares | $229,648 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 1,388 shares | $225,897 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | — | 1,940 shares | $219,336 |
| UNION PAC CORP | COM | 907818108 | — | 800 shares | $217,704 |
| ABBVIE INC | COM | 00287Y109 | — | 800 shares | $209,272 |
| NATIONAL HEALTH INVS INC | COM | 63633D104 | — | 3,100 shares | $203,453 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 768 shares | $203,320 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 4,180 shares | $193,534 |
| META PLATFORMS INC | CL A | 30303M102 | — | 210 shares | $152,288 |
| APPLE INC | COM | 037833100 | — | 308 shares | $102,602 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 300 shares | $77,418 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 610 shares | $59,097 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 904 shares | $53,616 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 382 shares | $43,552 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 874 shares | $40,466 |
| CATERPILLAR INC | COM | 149123101 | — | 36 shares | $29,188 |
| ABBVIE INC | COM | 00287Y109 | — | 107 shares | $27,990 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 232 shares | $18,193 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 50 shares | $15,450 |
| UNION PAC CORP | COM | 907818108 | — | 39 shares | $10,613 |
| CHEVRON CORPORATION | COM | 166764100 | — | 20 shares | $4,084 |
| DISNEY WALT CO | COM | 254687106 | — | 11 shares | $1,113 |