Shayne & Jacobs, LLC holds a focused book of 101 stocks worth $337.2M as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened Arthur J Gallagher & Co and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Berkshire Hathaway Inc-CL B at 24% of the equity book. Cloning the disclosed picks since 2024 would be +15% (+8.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show SHAYNE & JACOBS, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +16.4%, a 1.7-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Shayne & Jacobs, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
88% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Shayne & Jacobs, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $375.8B |
| UBS Group AG | 80 / 80 | $99.1B |
| ROYAL BANK OF CANADA | 79 / 80 | $101.3B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $11.4B |
| FMR LLC | 78 / 80 | $503.9B |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $285.6B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $107.2B |
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $59.5B |
Ranked by how many of Shayne & Jacobs, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL B NEW | $80.1M | 160.1K | 23.8% | ▼−3.3% Reduced · −5K sh | |
| 2 | Hca Healthcare Inc COM | $35.7M | 91.5K | 10.6% | —Held | |
| 3 | Vanguard Index FDS TOTAL STK MKT | $14.6M | 39.6K | 4.3% | ▼−0.8% Reduced · −315 sh | |
| 4 | American Express Co COM | $13.9M | 41.1K | 4.1% | ▼−0.2% Reduced · −75 sh | |
| 5 | Sysco Corp COM | $13.3M | 159.5K | 4.0% | ▼−2.9% Reduced · −5K sh | |
| 6 | Berkshire Hathaway Inc Del CL A | $11.2M | 15 | 3.3% | ▼−25% Reduced · −5 sh | |
| 7 | Applied Matls Inc COM | $11.1M | 15.4K | 3.3% | ▼−25% Reduced · −5K sh | |
| 8 | Technipfmc PLC COM | $10.0M | 150.8K | 3.0% | ▼−1.9% Reduced · −3K sh | |
| 9 | Alphabet Inc CAP STK CL A | $9.2M | 25.7K | 2.7% | ▼−1.2% Reduced · −310 sh | |
| 10 | Goldman Sachs Group Inc COM | $7.4M | 7.3K | 2.2% | ▼−7.9% Reduced · −630 sh | |
| 11 | Bank Of NY Mellon Corp COM | $6.6M | 45.7K | 2.0% | ▼−22% Reduced · −13K sh | |
| 12 | Microsoft Corp COM | $6.5M | 17.4K | 1.9% | —Held | |
| 13 | Robert Half Inc. COM | $4.7M | 153.4K | 1.4% | ▼~0% Reduced · −50 sh | |
| 14 | Walmart Inc COM | $4.6M | 41.0K | 1.4% | ▼−1.0% Reduced · −416 sh | |
| 15 | Cbre Group Inc CL A | $4.6M | 34.4K | 1.4% | ▼−0.8% Reduced · −260 sh | |
| 16 | Disney Walt Co COM | $4.4M | 45.7K | 1.3% | ▲+5.9% Added · +3K sh | |
| 17 | Pulte Group Inc COM | $4.4M | 31.9K | 1.3% | ▼−0.8% Reduced · −250 sh | |
| 18 | Aptiv PLC COM SHS | $3.8M | 62.5K | 1.1% | ▲+14% Added · +8K sh | |
| 19 | Wells Fargo & Co COM | $3.7M | 44.7K | 1.1% | —Held | |
| 20 | CDW Corp COM | $3.6M | 25.8K | 1.1% | ▼−2.8% Reduced · −730 sh | |
| 21 | Apple Inc COM | $3.5M | 12.1K | 1.0% | ▲~0% Added · +1 sh | |
| 22 | Unitedhealth Group Inc COM | $3.1M | 7.5K | 0.9% | ▼−0.8% Reduced · −60 sh | |
| 23 | Omnicom Group Inc COM | $3.0M | 40.9K | 0.9% | ▲+5.7% Added · +2K sh | |
| 24 | Vanguard Scottsdale FDS INTER TERM TREAS | $2.7M | 46.0K | 0.8% | ▲+19% Added · +7K sh | |
| 25 | Thor Inds Inc COM | $2.7M | 35.5K | 0.8% | ▲+63% Added · +14K sh | |
| 26 | Philip Morris Intl Inc COM | $2.6M | 14.6K | 0.8% | ▼−0.1% Reduced · −10 sh | |
| 27 | Vanguard Index FDS SM CP VAL ETF | $2.6M | 10.9K | 0.8% | ▼−0.5% Reduced · −50 sh | |
| 28 | Agco Corp COM | $2.6M | 21.8K | 0.8% | ▲+0.4% Added · +80 sh | |
| 29 | RTX Corporation COM | $2.6M | 13.7K | 0.8% | —Held | |
| 30 | Labcorp Holdings Inc COM SHS | $2.5M | 9.1K | 0.8% | ▼−0.5% Reduced · −50 sh | |
| 31 | Carlisle Cos Inc COM | $2.3M | 6.4K | 0.7% | ▲+12% Added · +665 sh | |
| 32 | Te Connectivity PLC ORD SHS | $2.2M | 11.1K | 0.7% | ▼−0.9% Reduced · −100 sh | |
| 33 | Bristol-Myers Squibb Co COM | $2.2M | 37.6K | 0.6% | ▲+0.2% Added · +89 sh | |
| 34 | Vanguard Scottsdale FDS SHORT TERM TREAS | $2.0M | 34.8K | 0.6% | ▼−2.8% Reduced · −1K sh | |
| 35 | Crawford & Co CL B | $1.8M | 176.0K | 0.5% | —Held | |
| 36 | Gallagher Arthur J & Co COM | $1.8M | 8.0K | 0.5% | ▲New New position | |
| 37 | Chubb Limited COM | $1.8M | 5.3K | 0.5% | ▼−1.1% Reduced · −60 sh | |
| 38 | Marriott Vacations Worldwide COM | $1.8M | 17.3K | 0.5% | ▼−0.6% Reduced · −100 sh | |
| 39 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $1.7M | 22.5K | 0.5% | ▲New New position | |
| 40 | American Intl Group Inc COM NEW | $1.7M | 22.6K | 0.5% | ▼−1.0% Reduced · −220 sh | |
| 41 | Envista Holdings Corporation COM | $1.5M | 58.7K | 0.5% | —Held | |
| 42 | Pimco ETF TR ENHAN SHRT MA AC | $1.4M | 13.7K | 0.4% | ▼−3.9% Reduced · −560 sh | |
| 43 | Crawford & Co CL A | $1.3M | 119.2K | 0.4% | ▼−1.5% Reduced · −2K sh | |
| 44 | Bank Of Amer Corp COM | $1.3M | 23.5K | 0.4% | —Held | |
| 45 | Cannae Hldgs Inc COM | $1.2M | 84.2K | 0.4% | ▼−0.6% Reduced · −520 sh | |
| 46 | Amcor PLC COM NEW | $1.1M | 25.8K | 0.3% | —Held | |
| 47 | Norfolk Southn Corp COM | $1.1M | 3.5K | 0.3% | —Held | |
| 48 | Vanguard Index FDS GROWTH ETF | $1.1M | 12.6K | 0.3% | ▲+500% Added · +11K sh | |
| 49 | Ishares TR CORE MSCI EAFE | $1.1M | 11.2K | 0.3% | ▲+2.1% Added · +236 sh | |
| 50 | Vanguard Index FDS SMALL CP ETF | $1.1M | 3.6K | 0.3% | ▼−0.3% Reduced · −10 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 129 | $337.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 116 | $323.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 117 | $330.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 119 | $323.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 113 | $302.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 112 | $406.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 111 | $381.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 111 | $398.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.