Shayne & Jacobs, LLC holds a focused book of 101 reported positions worth $337.2M as of Q2 2026 (disclosed Jul 7, 2026, a ~7-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 reported non-option book.
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
+4 sectors below the cut, 2% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Shayne & Jacobs, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 62 / 80 | $275.0B |
| Hikari Tsushin, Inc. | 12 / 80 | $1.1B |
| Independent Investors Inc | 18 / 80 | $380.0M |
| Armstrong Henry H Associates Inc | 16 / 80 | $739.8M |
| AdviceOne Advisory Services, LLC | 13 / 80 | $125.4M |
| Daniel Investment Group, Inc. | 10 / 80 | $119.2M |
| Ardent Capital Management, Inc. | 12 / 80 | $159.1M |
| Beacon Wealthcare LLC | 9 / 80 | $192.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Shayne & Jacobs, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show SHAYNE & JACOBS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 7d | 129 | $337.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 28d | 116 | $323.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 27d | 117 | $330.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 36d | 119 | $323.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 24d | 113 | $302.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 32d | 112 | $406.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 36d | 111 | $381.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 23d | 111 | $398.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.