SHAYNE & JACOBS, LLC Long-Term Concentrated

Location: Nashville, TN

CIK: 0001484085 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 24, 2025

Total Value: $303M (100.0% shares, 0.0% debt)

Holdings (93)

BRK/B BERKSHIRE HATHAWAY INC DEL 27.4%
Value $83.02M Shares 170,912 Est. Cost $127.51 Unrealized +298.3%
HCA HCA HEALTHCARE INC 11.6%
Value $35.08M Shares 91,561 Est. Cost $268.37 Unrealized +33.6%
BRK/A BERKSHIRE HATHAWAY INC DEL 5.1%
Value $15.3M Shares 21 Est. Cost $228790.81 Unrealized +233.0%
VTI VANGUARD INDEX FDS 4.6%
Value $14.05M Shares 46,232 Est. Cost $86.24 Unrealized
AXP AMERICAN EXPRESS CO 4.4%
Value $13.2M Shares 41,390 Est. Cost $90.86 Unrealized +207.5%
SYY SYSCO CORP 4.3%
Value $12.9M Shares 170,304 Est. Cost $26.53 Unrealized +168.0%
MSFT MICROSOFT CORP 2.9%
Value $8.657M Shares 17,404 Est. Cost $48.57 Unrealized +790.2%
FTI TECHNIPFMC PLC 2.0%
Value $6.066M Shares 176,145 Est. Cost $18.55 Unrealized +62.1%
GS GOLDMAN SACHS GROUP INC 1.9%
Value $5.787M Shares 8,176 Est. Cost $264.96 Unrealized +115.8%
BK BANK NEW YORK MELLON CORP 1.8%
Value $5.388M Shares 59,137 Est. Cost $38.98 Unrealized +115.4%
GOOGL ALPHABET INC 1.6%
Value $4.89M Shares 27,747 Est. Cost $131.11 Unrealized +24.5%
CBRE CBRE GROUP INC 1.6%
Value $4.885M Shares 34,861 Est. Cost $82.86 Unrealized +52.6%
WMT WALMART INC 1.4%
Value $4.135M Shares 42,292 Est. Cost $52.85 Unrealized +79.3%
AMAT APPLIED MATLS INC 1.4%
Value $4.123M Shares 22,520 Est. Cost $141.35 Unrealized +11.4%
WFC WELLS FARGO CO NEW 1.2%
Value $3.763M Shares 46,969 Est. Cost $41.67 Unrealized +70.8%
DIS DISNEY WALT CO 1.2%
Value $3.553M Shares 28,650 Est. Cost $85.34 Unrealized +20.5%
RHI ROBERT HALF INC. 1.1%
Value $3.403M Shares 82,893 Est. Cost $58.22 Unrealized -21.8%
PHM PULTE GROUP INC 1.1%
Value $3.395M Shares 32,192 Est. Cost $79.50 Unrealized +26.0%
OMC OMNICOM GROUP INC 1.0%
Value $2.973M Shares 41,321 Est. Cost $75.66 Unrealized -4.9%
PM PHILIP MORRIS INTL INC 0.9%
Value $2.575M Shares 14,136 Est. Cost $67.31 Unrealized +148.6%
AAPL APPLE INC 0.8%
Value $2.416M Shares 11,774 Est. Cost $185.82 Unrealized +8.4%
LH LABCORP HOLDINGS INC 0.8%
Value $2.391M Shares 9,110 Est. Cost $199.74 Unrealized +21.0%
UNH UNITEDHEALTH GROUP INC 0.8%
Value $2.355M Shares 7,550 Est. Cost $472.12 Unrealized -20.6%
AGCO AGCO CORP 0.7%
Value $2.245M Shares 21,760 Est. Cost $102.85 Unrealized -8.1%
CSL CARLISLE COS INC 0.7%
Value $2.164M Shares 5,795 Est. Cost $260.64 Unrealized +41.0%
VBR VANGUARD INDEX FDS 0.7%
Value $2.119M Shares 10,867 Est. Cost $112.90 Unrealized
RTX RTX CORPORATION 0.7%
Value $2.017M Shares 13,812 Est. Cost $92.28 Unrealized +42.8%
AIG AMERICAN INTL GROUP INC 0.6%
Value $1.95M Shares 22,780 Est. Cost $56.66 Unrealized +44.7%
TEL TE CONNECTIVITY PLC 0.6%
Value $1.939M Shares 11,494 Est. Cost $146.90 Unrealized +2.7%
THO THOR INDS INC 0.6%
Value $1.896M Shares 21,351 Est. Cost $99.12 Unrealized -21.6%
VGIT VANGUARD SCOTTSDALE FDS 0.6%
Value $1.865M Shares 31,180 Est. Cost $58.72 Unrealized
CRD/B CRAWFORD & CO 0.6%
Value $1.839M Shares 176,042 Est. Cost $8.26 Unrealized +21.9%
CNNE CANNAE HLDGS INC 0.6%
Value $1.809M Shares 86,766 Est. Cost $18.75 Unrealized -3.6%
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value $1.722M Shares 37,211 Est. Cost $42.19 Unrealized +11.9%
VGSH VANGUARD SCOTTSDALE FDS 0.5%
Value $1.647M Shares 28,025 Est. Cost $58.47 Unrealized
CB CHUBB LIMITED 0.5%
Value $1.556M Shares 5,370 Est. Cost $198.44 Unrealized +44.6%
MINT PIMCO ETF TR 0.5%
Value $1.429M Shares 14,218 Est. Cost $100.14 Unrealized
VAC MARRIOTT VACATIONS WORLDWIDE 0.5%
Value $1.423M Shares 19,673 Est. Cost $111.94 Unrealized -43.6%
CRD/A CRAWFORD & CO 0.4%
Value $1.28M Shares 121,018 Est. Cost $9.48 Unrealized +10.1%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value $1.238M Shares 4,015 Est. Cost $49.29 Unrealized +513.5%
KMB KIMBERLY-CLARK CORP 0.4%
Value $1.206M Shares 9,353 Est. Cost $117.75 Unrealized +11.9%
AMCOR PLC 0.4%
Value $1.179M Shares 128,346 Est. Cost $9.15 Unrealized 0.0%
NVST ENVISTA HOLDINGS CORPORATION 0.4%
Value $1.147M Shares 58,680 Est. Cost $22.26 Unrealized -21.9%
BAC BANK AMERICA CORP 0.4%
Value $1.114M Shares 23,539 Est. Cost $25.27 Unrealized +64.0%
ACN ACCENTURE PLC IRELAND 0.3%
Value $1.002M Shares 3,353 Est. Cost $304.36 Unrealized -0.5%
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value $979K Shares 12,320 Est. Cost $77.31 Unrealized
TIP ISHARES TR 0.3%
Value $977K Shares 8,880 Est. Cost $103.72 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value $921K Shares 2,100 Est. Cost $272.31 Unrealized
HUN HUNTSMAN CORP 0.3%
Value $916K Shares 87,866 Est. Cost $26.95 Unrealized -54.8%
NSC NORFOLK SOUTHN CORP 0.3%
Value $908K Shares 3,546 Est. Cost $97.77 Unrealized +138.4%
IEFA ISHARES TR 0.3%
Value $907K Shares 10,869 Est. Cost $64.35 Unrealized
EFA ISHARES TR 0.3%
Value $899K Shares 10,053 Est. Cost $68.92 Unrealized
QCOM QUALCOMM INC 0.3%
Value $831K Shares 5,217 Est. Cost $111.91 Unrealized +29.6%
VB VANGUARD INDEX FDS 0.3%
Value $792K Shares 3,340 Est. Cost $189.35 Unrealized
META META PLATFORMS INC 0.2%
Value $749K Shares 1,015 Est. Cost $597.39 Unrealized +3.2%
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value $653K Shares 13,190 Est. Cost $49.19 Unrealized
AMZN AMAZON COM INC 0.2%
Value $614K Shares 2,800 Est. Cost $134.00 Unrealized +47.7%
VTIP VANGUARD MALVERN FDS 0.2%
Value $550K Shares 10,950 Est. Cost $47.28 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.2%
Value $544K Shares 26,325 Est. Cost $20.11 Unrealized
SGOV ISHARES TR 0.2%
Value $514K Shares 5,100 Est. Cost $100.67 Unrealized
DJCO DAILY JOURNAL CORP 0.2%
Value $506K Shares 1,199 Est. Cost $190.60 Unrealized +109.7%
STT STATE STR CORP 0.2%
Value $464K Shares 4,361 Est. Cost $66.07 Unrealized +37.1%
BSV VANGUARD BD INDEX FDS 0.2%
Value $454K Shares 5,775 Est. Cost $75.17 Unrealized
MRK MERCK & CO INC 0.1%
Value $444K Shares 5,611 Est. Cost $100.07 Unrealized -22.7%
XOM EXXON MOBIL CORP 0.1%
Value $413K Shares 3,830 Est. Cost $101.49 Unrealized +3.0%
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value $389K Shares 8,390 Est. Cost $44.04 Unrealized
CSCO CISCO SYS INC 0.1%
Value $382K Shares 5,500 Est. Cost $35.77 Unrealized +68.8%
ABT ABBOTT LABS 0.1%
Value $381K Shares 2,800 Est. Cost $57.83 Unrealized +125.8%
EWP ISHARES INC 0.1%
Value $379K Shares 8,601 Est. Cost $27.87 Unrealized
USMV ISHARES TR 0.1%
Value $360K Shares 3,840 Est. Cost $72.38 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value $342K Shares 2,902 Est. Cost $73.47 Unrealized +57.1%
CVX CHEVRON CORP NEW 0.1%
Value $334K Shares 2,334 Est. Cost $88.56 Unrealized +54.7%
AGZ ISHARES TR 0.1%
Value $333K Shares 3,035 Est. Cost $105.80 Unrealized
PINNACLE FINL PARTNERS INC 0.1%
Value $331K Shares 3,000 Est. Cost $67.04 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value $327K Shares 4,860 Est. Cost $51.98 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value $322K Shares 2,110 Est. Cost $99.60 Unrealized +51.4%
EWY ISHARES INC 0.1%
Value $314K Shares 4,375 Est. Cost $59.00 Unrealized
BP BP PLC 0.1%
Value $313K Shares 10,446 Est. Cost $36.18 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value $310K Shares 13,193 Est. Cost $10.97 Unrealized +87.6%
JMST J P MORGAN EXCHANGE TRADED F 0.1%
Value $306K Shares 6,000 Est. Cost $50.45 Unrealized
IEF ISHARES TR 0.1%
Value $291K Shares 3,040 Est. Cost $91.75 Unrealized
PAYX PAYCHEX INC 0.1%
Value $291K Shares 2,000 Est. Cost $88.28 Unrealized +67.1%
EWI ISHARES INC 0.1%
Value $288K Shares 5,973 Est. Cost $27.66 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value $281K Shares 1,730 Est. Cost $177.78 Unrealized -0.6%
IVV ISHARES TR 0.1%
Value $279K Shares 450 Est. Cost $450.87 Unrealized
COP CONOCOPHILLIPS 0.1%
Value $252K Shares 2,809 Est. Cost $107.88 Unrealized -18.4%
VV VANGUARD INDEX FDS 0.1%
Value $249K Shares 874 Est. Cost $202.72 Unrealized
SYK STRYKER CORPORATION 0.1%
Value $231K Shares 585 Est. Cost $366.32 Unrealized +1.4%
NVDA NVIDIA CORPORATION 0.1%
Value $228K Shares 1,443 Est. Cost $125.82 Unrealized 0.0%
TFC TRUIST FINL CORP 0.1%
Value $219K Shares 5,084 Est. Cost $39.58 Unrealized -4.0%
NHI NATIONAL HEALTH INVS INC 0.1%
Value $217K Shares 3,100 Est. Cost $67.73 Unrealized
DBEF DBX ETF TR 0.1%
Value $213K Shares 4,866 Est. Cost $41.44 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $203K Shares 4,112 Est. Cost $49.46 Unrealized