SHAYNE & JACOBS, LLC — 13F holdings

SHAYNE & JACOBS, LLC reported 127 holdings worth $335M in its 13F filing for Q3 2026, filed October 21, 2026.

Largest positions

  1. BRK.B BERKSHIRE HATHAWAY INC DEL — $79.4M (23.7%)
  2. HCA HCA HEALTHCARE INC — $39.0M (11.7%)
  3. VTI VANGUARD INDEX FDS — $15.0M (4.5%)
  4. SYY SYSCO CORP — $12.4M (3.7%)
  5. AXP AMERICAN EXPRESS CO — $12.3M (3.7%)
  6. BRK.A BERKSHIRE HATHAWAY INC DEL — $11.2M (3.3%)
  7. FTI TechnipFMC PLC — $9.26M (2.8%)
  8. GOOGL ALPHABET INC — $8.75M (2.6%)
  9. MSFT MICROSOFT CORP — $8.72M (2.6%)
  10. AMAT APPLIED MATLS INC — $7.19M (2.1%)