SHAYNE & JACOBS, LLC Long-Term Concentrated

Location: Nashville, TN

CIK: 0001484085 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 28, 2026

Total Value: $324M (100.0% shares, 0.0% debt)

Holdings (94)

BRK/B BERKSHIRE HATHAWAY INC DEL 24.5%
Value $79.34M Shares 165,562 Est. Cost $127.51 Unrealized +287.0%
HCA HCA HEALTHCARE INC 13.4%
Value $43.3M Shares 91,506 Est. Cost $268.37 Unrealized +85.6%
BRK/A BERKSHIRE HATHAWAY INC DEL 4.4%
Value $14.36M Shares 20 Est. Cost $228790.81 Unrealized +223.6%
VTI VANGUARD INDEX FDS 4.0%
Value $12.79M Shares 39,883 Est. Cost $86.24 Unrealized
AXP AMERICAN EXPRESS CO 3.9%
Value $12.47M Shares 41,214 Est. Cost $90.86 Unrealized +292.0%
SYY SYSCO CORP 3.6%
Value $11.72M Shares 164,306 Est. Cost $26.53 Unrealized +210.0%
FTI TECHNIPFMC PLC 3.3%
Value $10.62M Shares 153,635 Est. Cost $18.55 Unrealized +203.8%
GOOGL ALPHABET INC 2.3%
Value $7.466M Shares 25,963 Est. Cost $131.11 Unrealized +146.6%
AMAT APPLIED MATLS INC 2.2%
Value $6.981M Shares 20,424 Est. Cost $141.35 Unrealized +131.0%
BK BANK NEW YORK MELLON CORP 2.1%
Value $6.922M Shares 58,347 Est. Cost $38.98 Unrealized +208.2%
GS GOLDMAN SACHS GROUP INC 2.1%
Value $6.721M Shares 7,944 Est. Cost $264.96 Unrealized +252.0%
MSFT MICROSOFT CORP 2.0%
Value $6.443M Shares 17,405 Est. Cost $48.57 Unrealized +794.8%
WMT WALMART INC 1.6%
Value $5.141M Shares 41,367 Est. Cost $52.85 Unrealized +130.9%
CBRE CBRE GROUP INC 1.4%
Value $4.69M Shares 34,626 Est. Cost $82.86 Unrealized +94.8%
DIS DISNEY WALT CO 1.3%
Value $4.159M Shares 43,150 Est. Cost $93.47 Unrealized +17.1%
RHI ROBERT HALF INC. 1.2%
Value $3.897M Shares 153,425 Est. Cost $46.61 Unrealized -40.0%
APTV APTIV PLC 1.2%
Value $3.802M Shares 54,750 Est. Cost $80.61 Unrealized +0.4%
PHM PULTE GROUP INC 1.2%
Value $3.786M Shares 32,192 Est. Cost $79.50 Unrealized +65.3%
WFC WELLS FARGO & CO 1.1%
Value $3.559M Shares 44,705 Est. Cost $41.67 Unrealized +116.1%
CDW CDW CORP 1.0%
Value $3.211M Shares 26,530 Est. Cost $129.97 Unrealized 0.0%
AAPL APPLE INC 0.9%
Value $3.062M Shares 12,065 Est. Cost $187.66 Unrealized +40.1%
OMC OMNICOM GROUP INC 0.9%
Value $2.915M Shares 38,701 Est. Cost $75.66 Unrealized +1.2%
RTX RTX CORPORATION 0.8%
Value $2.651M Shares 13,742 Est. Cost $92.28 Unrealized +113.1%
AGCO AGCO CORP 0.8%
Value $2.521M Shares 21,760 Est. Cost $102.85 Unrealized +17.8%
LH LABCORP HOLDINGS INC 0.8%
Value $2.431M Shares 9,110 Est. Cost $199.74 Unrealized +35.7%
PM PHILIP MORRIS INTL INC 0.7%
Value $2.421M Shares 14,641 Est. Cost $71.93 Unrealized +144.5%
VBR VANGUARD INDEX FDS 0.7%
Value $2.377M Shares 10,942 Est. Cost $112.90 Unrealized
TEL TE CONNECTIVITY PLC 0.7%
Value $2.342M Shares 11,204 Est. Cost $146.90 Unrealized +56.5%
VGIT VANGUARD SCOTTSDALE FDS 0.7%
Value $2.291M Shares 38,480 Est. Cost $58.97 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.7%
Value $2.276M Shares 37,526 Est. Cost $42.19 Unrealized +36.1%
VGSH VANGUARD SCOTTSDALE FDS 0.6%
Value $2.099M Shares 35,855 Est. Cost $58.55 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value $2.033M Shares 7,515 Est. Cost $472.12 Unrealized -34.6%
CSL CARLISLE COS INC 0.6%
Value $1.92M Shares 5,755 Est. Cost $260.64 Unrealized +42.5%
CRD/B CRAWFORD & CO 0.6%
Value $1.785M Shares 176,042 Est. Cost $8.26 Unrealized +26.3%
CB CHUBB LTD SWITZ 0.5%
Value $1.75M Shares 5,370 Est. Cost $198.44 Unrealized +59.4%
THO THOR INDS INC 0.5%
Value $1.738M Shares 21,751 Est. Cost $99.13 Unrealized +14.1%
AIG AMERICAN INTL GROUP INC 0.5%
Value $1.714M Shares 22,780 Est. Cost $56.66 Unrealized +34.7%
NVST ENVISTA HOLDINGS CORPORATION 0.5%
Value $1.489M Shares 58,680 Est. Cost $22.26 Unrealized +15.6%
MINT PIMCO ETF TR 0.4%
Value $1.43M Shares 14,218 Est. Cost $100.14 Unrealized
CRD/A CRAWFORD & CO 0.4%
Value $1.207M Shares 121,018 Est. Cost $9.48 Unrealized +14.0%
BAC BANK AMERICA CORP 0.4%
Value $1.148M Shares 23,539 Est. Cost $25.27 Unrealized +112.4%
VAC MARRIOTT VACATIONS WORLDWIDE 0.3%
Value $1.13M Shares 17,360 Est. Cost $111.94 Unrealized -48.0%
AMCR AMCOR PLC 0.3%
Value $1.026M Shares 25,813 Est. Cost $45.83 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.3%
Value $1.018M Shares 3,546 Est. Cost $97.77 Unrealized +205.0%
IEFA ISHARES TR 0.3%
Value $990K Shares 10,933 Est. Cost $64.70 Unrealized
EFA ISHARES TR 0.3%
Value $976K Shares 10,053 Est. Cost $68.92 Unrealized
TIP ISHARES TR 0.3%
Value $976K Shares 8,840 Est. Cost $103.72 Unrealized
HUN HUNTSMAN CORP 0.3%
Value $973K Shares 73,140 Est. Cost $26.95 Unrealized -55.0%
CNNE CANNAE HLDGS INC 0.3%
Value $963K Shares 84,683 Est. Cost $18.75 Unrealized -21.8%
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value $945K Shares 11,922 Est. Cost $77.31 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value $934K Shares 3,566 Est. Cost $193.95 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value $917K Shares 2,100 Est. Cost $272.31 Unrealized
KMB KIMBERLY-CLARK CORP 0.3%
Value $838K Shares 8,690 Est. Cost $117.75 Unrealized -12.5%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value $745K Shares 3,665 Est. Cost $49.29 Unrealized +388.6%
MRK MERCK & CO INC 0.2%
Value $675K Shares 5,611 Est. Cost $100.07 Unrealized +14.2%
QCOM QUALCOMM INC 0.2%
Value $672K Shares 5,218 Est. Cost $111.91 Unrealized +37.5%
ACN ACCENTURE PLC IRELAND 0.2%
Value $665K Shares 3,353 Est. Cost $304.36 Unrealized -16.8%
XOM EXXON MOBIL CORP 0.2%
Value $650K Shares 3,830 Est. Cost $101.49 Unrealized +36.7%
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value $634K Shares 13,190 Est. Cost $49.19 Unrealized
AMZN AMAZON COM INC 0.2%
Value $583K Shares 2,800 Est. Cost $134.00 Unrealized +69.3%
META META PLATFORMS INC 0.2%
Value $558K Shares 975 Est. Cost $597.39 Unrealized +9.7%
STT STATE STR CORP 0.2%
Value $552K Shares 4,361 Est. Cost $66.07 Unrealized +97.2%
VTIP VANGUARD MALVERN FDS 0.2%
Value $547K Shares 10,950 Est. Cost $47.28 Unrealized
EWY ISHARES INC 0.2%
Value $538K Shares 4,375 Est. Cost $59.00 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value $516K Shares 2,110 Est. Cost $99.60 Unrealized +128.8%
SGOV ISHARES TR 0.2%
Value $513K Shares 5,100 Est. Cost $100.67 Unrealized
BP BP PLC 0.2%
Value $491K Shares 10,446 Est. Cost $36.18 Unrealized
CVX CHEVRON CORPORATION 0.1%
Value $483K Shares 2,334 Est. Cost $88.56 Unrealized +94.1%
BSV VANGUARD BD INDEX FDS 0.1%
Value $453K Shares 5,775 Est. Cost $75.17 Unrealized
EWP ISHARES INC 0.1%
Value $450K Shares 8,279 Est. Cost $27.87 Unrealized
DJCO DAILY JOURNAL CORP 0.1%
Value $443K Shares 919 Est. Cost $190.60 Unrealized +201.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value $377K Shares 2,882 Est. Cost $73.47 Unrealized +64.5%
COP CONOCOPHILLIPS 0.1%
Value $371K Shares 2,809 Est. Cost $107.88 Unrealized -4.9%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value $365K Shares 4,860 Est. Cost $51.98 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value $359K Shares 7,644 Est. Cost $44.04 Unrealized
USMV ISHARES TR 0.1%
Value $351K Shares 3,780 Est. Cost $72.38 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value $345K Shares 13,193 Est. Cost $10.97 Unrealized +164.2%
CAT CATERPILLAR INC 0.1%
Value $342K Shares 482 Est. Cost $425.39 Unrealized +60.9%
AGZ ISHARES TR 0.1%
Value $333K Shares 3,035 Est. Cost $105.80 Unrealized
EWI ISHARES INC 0.1%
Value $319K Shares 5,973 Est. Cost $27.66 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.1%
Value $306K Shares 6,000 Est. Cost $50.45 Unrealized
CSCO CISCO SYS INC 0.1%
Value $295K Shares 3,800 Est. Cost $35.77 Unrealized +117.8%
IEF ISHARES TR 0.1%
Value $290K Shares 3,040 Est. Cost $91.75 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value $287K Shares 2,800 Est. Cost $57.83 Unrealized +99.6%
IVV ISHARES TR 0.1%
Value $285K Shares 437 Est. Cost $450.87 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value $278K Shares 1,850 Est. Cost $176.47 Unrealized -11.6%
PNFP PINNACLE FINL PARTNERS INC 0.1%
Value $258K Shares 3,000 Est. Cost $97.40 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.1%
Value $254K Shares 884 Est. Cost $287.18 Unrealized
NHI NATIONAL HEALTH INVS INC 0.1%
Value $251K Shares 3,100 Est. Cost $67.73 Unrealized
DBEF DBX ETF TR 0.1%
Value $240K Shares 4,866 Est. Cost $41.44 Unrealized
TFC TRUIST FINL CORP 0.1%
Value $232K Shares 5,054 Est. Cost $39.58 Unrealized +29.2%
VV VANGUARD INDEX FDS 0.1%
Value $216K Shares 724 Est. Cost $202.72 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $209K Shares 3,872 Est. Cost $49.46 Unrealized
UNP UNION PAC CORP 0.1%
Value $204K Shares 839 Est. Cost $243.32 Unrealized 0.0%