Shayne & Jacobs, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Shayne & Jacobs, LLC reported 94 stock positions worth $381.9 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 34.5% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 8.4%) and HCA Healthcare (HCA, 7.5%). Compared with Q3 2024, it opened 1 new position, sold out of 3, added to 15 and reduced 35. The biggest buy was Vanguard Short-Term Treasury (VGSH, shares +79%) and the biggest sale HCA Healthcare (HCA, shares −0%).

Most Recent 13F
Q2 2026
Location
NASHVILLE, TN
CIK
0001484085
Portfolio Value
$381.9M (Q4 2024)
SEC Filing
0001085146-25-000791 ↗ filed Feb 5, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $367.6M Q1 2024 Q2 2024: $360.3M Q2 2024 Q3 2024: $398.7M Q3 2024 Q4 2024: $381.9M $381.9M Q4 2024 Q1 2025: $406.3M Q1 2025 Q2 2025: $302.5M Q2 2025 Q3 2025: $323.0M Q3 2025 Q4 2025: $330.3M Q4 2025 Q1 2026: $323.6M Q1 2026 Q2 2026: $337.2M Q2 2026

Holdings 94 stocks · $381.9M
BRK.B Berkshire Hathaway Inc. Class B 34.52% 290,856 $131.8M Reduce -0.4%
BRK.A Berkshire Hathaway Inc. Class A 8.38% 47 $32.0M No change
HCA HCA Healthcare Inc. 7.51% 95,611 $28.7M Reduce -0.5%
SYY Sysco Corp. 6.66% 332,485 $25.4M Reduce -0.3%
VTI VG Morningstar TS MKT ETF-US 5.40% 71,186 $20.6M Reduce -5.3%
AXP American Express Co. 4.92% 63,332 $18.8M Reduce -1.2%
MSFT Microsoft Corp. 1.91% 17,263 $7.3M Add +0.6%
FTI Technipfmc PLC 1.37% 180,825 $5.2M Reduce -0.4%
GOOGL Alphabet Inc. Class A 1.30% 26,307 $5.0M Reduce -2.1%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 1.29% 64,037 $4.9M No change
GS Goldman Sachs Group Inc. 1.25% 8,308 $4.8M Reduce -4.3%
CBRE CBRE Group Inc. Class A 1.21% 35,246 $4.6M Reduce -5.0%
WMT Walmart Inc. 1.06% 44,980 $4.1M Reduce -4.9%
UNH Unitedhealth Group Inc. 1.01% 7,654 $3.9M Reduce -4.1%
AMAT Applied Materials Inc. 0.92% 21,705 $3.5M Reduce -4.2%
PHM Pultegroup Inc. 0.88% 30,807 $3.4M Reduce -5.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.84% 28,820 $3.2M Reduce -1.5%
OMC Omnicom Group 0.76% 33,881 $2.9M Add +1.6%
WFC Wells Fargo & Co. 0.75% 40,977 $2.9M No change
RHI Robert Half Inc. 0.75% 40,763 $2.9M Reduce -4.8%
AAPL Apple Inc. 0.70% 10,702 $2.7M Add +0.0%
CSL Carlisle Cos Inc. 0.57% 5,875 $2.2M Reduce -5.8%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.56% 10,867 $2.2M Add +0.4%
BMY Bristol-Myers Squibb Co. 0.56% 37,771 $2.1M Reduce -4.4%
LH Labcorp Holdings Inc. 0.55% 9,205 $2.1M Add +0.4%
CRD.B Crawford & Co. Class B 0.54% 177,151 $2.1M Reduce -6.3%
THO Thor Industries Inc. 0.54% 21,461 $2.1M Reduce -2.9%
AGCO Agco Corp. 0.53% 21,560 $2.0M Reduce -3.7%
AIG American International Group 0.48% 25,434 $1.9M Reduce -7.8%
VGIT Vanguard Intermediate-Term T 0.47% 31,180 $1.8M Add +38.4%
VAC Marriott Vacations World 0.46% 19,743 $1.8M Reduce -1.2%
PM Philip Morris International 0.46% 14,488 $1.7M No change
CNNE Cannae Holdings Inc. 0.45% 86,956 $1.7M Reduce -2.9%
TEL Te Connectivity PLC 0.45% 12,067 $1.7M Reduce -8.5%
VGSH Vanguard Short-Term Treasury 0.43% 28,125 $1.6M Add +78.9%
RTX RTX Corp. 0.42% 13,812 $1.6M No change
HUN Huntsman Corp. 0.42% 88,256 $1.6M Reduce -6.4%
CB Chubb Ltd. 0.39% 5,393 $1.5M Reduce -6.9%
MINT PIMCO Enhanced Short Maturit 0.38% 14,298 $1.4M Reduce -2.0%
CRD.A Crawford & Company Class A 0.37% 121,709 $1.4M Add +2.4%
KMB Kimberly-Clark Corp. 0.32% 9,423 $1.2M Reduce -4.4%
BERY Berry Global Group Inc. 0.31% 18,270 $1.2M No change
ACN Accenture PLC Class A 0.31% 3,353 $1.2M Reduce -7.7%
ADP Automatic Data Processing 0.31% 4,015 $1.2M Add +0.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.29% 25,639 $1.1M No change
NVST Envista Holdings Corp. 0.29% 58,260 $1.1M Reduce -6.9%
TIP iShares Tips Bond ETF 0.25% 9,110 $971K Reduce -0.6%
VCSH Vanguard S/T Corp. Bond ETF 0.25% 12,340 $963K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.23% 2,100 $862K No change
ORCL Oracle Corp. 0.22% 5,072 $845K No change
QCOM Qualcomm Inc. 0.21% 5,326 $818K Add +3.9%
VB Vanguard Most SM-Cap ETF-Usd 0.21% 3,320 $798K No change
NSC Norfolk Southern Corp. 0.20% 3,327 $781K Add +1.5%
IEFA iShares Core MSCI Eafe ETF 0.20% 11,049 $777K No change
EFA iShares MSCI Eafe ETF 0.20% 10,243 $774K No change
DJCO Daily Journal Corp. 0.20% 1,349 $766K No change
BNDX Vanguard Total Intl Bond ETF 0.17% 13,190 $647K No change
AMZN Amazon.com Inc. 0.16% 2,800 $614K Reduce -26.3%
MRK Merck & Co. Inc. 0.15% 5,611 $558K No change
BSCP Invesco Bulletshares 2025 CB 0.14% 26,325 $544K No change
VTIP Vanguard Short-Term Tips 0.14% 10,950 $530K No change
EWI iShares MSCI Italy ETF 0.14% 14,556 $524K No change
EWP iShares MSCI Spain ETF 0.14% 16,722 $519K No change
SGOV iShares 0-3 Month Treasury B 0.13% 5,100 $512K Add +10.9%
EWY iShares MSCI South Korea ETF 0.12% 9,361 $476K Add +25.2%
BSV Vanguard Short-Term Bond ETF 0.12% 5,775 $446K No change
STT State Street Corp. 0.11% 4,361 $428K No change
VMBS Vanguard Mortgage-Backed Sec 0.10% 8,390 $380K No change
XOM Exxon Mobil Corp. 0.09% 3,303 $355K No change
PNFP Pinnacle Financial Partners 0.09% 3,000 $343K No change
USMV iShares MSCI USA Min Vol Fac 0.09% 3,840 $341K Reduce -2.0%
CVX Chevron Corp. 0.09% 2,314 $335K No change
AGZ iShares Agency Bond ETF 0.09% 3,035 $328K No change
CSCO Cisco Systems Inc. 0.09% 5,500 $326K No change
ABT Abbott Laboratories 0.08% 2,800 $317K No change
RF Regions Financial Corp. 0.08% 13,193 $310K No change
BP BP PLC-Spons ADR 0.08% 10,446 $309K No change
IVV iShares Core S&P 500 ETF 0.08% 523 $308K Reduce -0.8%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.08% 6,000 $304K No change
JNJ Johnson & Johnson 0.08% 2,094 $303K Add +7.8%
VEU Vanguard Ftse All-World Ex-U 0.07% 4,980 $286K No change
IEF iShares 7-10 Year Treasury B 0.07% 3,040 $281K No change
PAYX Paychex Inc. 0.07% 2,000 $280K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.07% 1,034 $279K No change
COP Conocophillips 0.07% 2,809 $279K No change
DUK Duke Energy Corp. 0.07% 2,500 $269K No change
EPOL iShares MSCI Poland ETF 0.07% 12,241 $255K No change
PEP Pepsico Inc. 0.06% 1,532 $233K Add +3.2%
NVDA Nvidia Corp. 0.06% 1,693 $227K Reduce -5.9%
TFC Truist Financial Corp. 0.06% 5,086 $221K No change
NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC 0.06% 3,100 $215K No change
SYK Stryker Corp. 0.06% 585 $211K New
META Meta Platforms Inc. Class A 0.05% 355 $208K No change
DBEF Xtrackers MSCI Eafe Hedged E 0.05% 4,866 $201K No change

Portfolio Sells Q3 2024 → Q4 2024
HCA HCA Healthcare Inc. Reduce -0.5% 7.51% −2.28
PHM Pultegroup Inc. Reduce -5.3% 0.88% −0.29
APTV Aptiv Irish Holdings Ltd. Sold out 0.00% −0.25
AMAT Applied Materials Inc. Reduce -4.2% 0.92% −0.22
UNH Unitedhealth Group Inc. Reduce -4.1% 1.01% −0.16
HUN Huntsman Corp. Reduce -6.4% 0.42% −0.16
CSL Carlisle Cos Inc. Reduce -5.8% 0.57% −0.14
THO Thor Industries Inc. Reduce -2.9% 0.54% −0.07
GPK Graphic Packaging Holding Co. Sold out 0.00% −0.05
VWO Vanguard Ftse Emerging Marke Sold out 0.00% −0.05
TEL Te Connectivity PLC Reduce -8.5% 0.45% −0.05
CB Chubb Ltd. Reduce -6.9% 0.39% −0.03
KMB Kimberly-Clark Corp. Reduce -4.4% 0.32% −0.03
AIG American International Group Reduce -7.8% 0.48% −0.02
AGCO Agco Corp. Reduce -3.7% 0.53% −0.02
AMZN Amazon.com Inc. Reduce -26.3% 0.16% −0.02
NVST Envista Holdings Corp. Reduce -6.9% 0.29% −0.02
ACN Accenture PLC Class A Reduce -7.7% 0.31% −0.01
USMV iShares MSCI USA Min Vol Fac Reduce -2.0% 0.09% −0.00
TIP iShares Tips Bond ETF Reduce -0.6% 0.25% +0.00
IVV iShares Core S&P 500 ETF Reduce -0.8% 0.08% +0.00
NVDA Nvidia Corp. Reduce -5.9% 0.06% +0.00
MINT PIMCO Enhanced Short Maturit Reduce -2.0% 0.38% +0.01
CRD.B Crawford & Co. Class B Reduce -6.3% 0.54% +0.01
CNNE Cannae Holdings Inc. Reduce -2.9% 0.45% +0.02
RHI Robert Half Inc. Reduce -4.8% 0.75% +0.03
BMY Bristol-Myers Squibb Co. Reduce -4.4% 0.56% +0.05
CBRE CBRE Group Inc. Class A Reduce -5.0% 1.21% +0.05
VTI VG Morningstar TS MKT ETF-US Reduce -5.3% 5.40% +0.07
VAC Marriott Vacations World Reduce -1.2% 0.46% +0.10
WMT Walmart Inc. Reduce -4.9% 1.06% +0.11
SYY Sysco Corp. Reduce -0.3% 6.66% +0.13
DIS The Walt Disney Co. Reduce -1.5% 0.84% +0.13
GS Goldman Sachs Group Inc. Reduce -4.3% 1.25% +0.17
FTI Technipfmc PLC Reduce -0.4% 1.37% +0.18
GOOGL Alphabet Inc. Class A Reduce -2.1% 1.30% +0.19
AXP American Express Co. Reduce -1.2% 4.92% +0.56
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.4% 34.52% +0.82

Portfolio Buys Q3 2024 → Q4 2024
VGSH Vanguard Short-Term Treasury Add +78.9% 0.43% +0.20
VGIT Vanguard Intermediate-Term T Add +38.4% 0.47% +0.13
AAPL Apple Inc. Add +0.0% 0.70% +0.08
SYK Stryker Corp. New 0.06% +0.06
MSFT Microsoft Corp. Add +0.6% 1.91% +0.05
CRD.A Crawford & Company Class A Add +2.4% 0.37% +0.04
LH Labcorp Holdings Inc. Add +0.4% 0.55% +0.04
ADP Automatic Data Processing Add +0.6% 0.31% +0.03
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.4% 0.56% +0.02
SGOV iShares 0-3 Month Treasury B Add +10.9% 0.13% +0.02
EWY iShares MSCI South Korea ETF Add +25.2% 0.12% +0.00
JNJ Johnson & Johnson Add +7.8% 0.08% +0.00
NSC Norfolk Southern Corp. Add +1.5% 0.20% +0.00
PEP Pepsico Inc. Add +3.2% 0.06% −0.00
QCOM Qualcomm Inc. Add +3.9% 0.21% −0.00
OMC Omnicom Group Add +1.6% 0.76% −0.10

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 101$337.2MBRK.B, HCA, VTI, AXP, SYY
Q1 2026 94$323.6MBRK.B, HCA, BRK.A, VTI, AXP
Q4 2025 95$330.3MBRK.B, HCA, BRK.A, AXP, VTI
Q3 2025 96$323.0MBRK.B, HCA, BRK.A, VTI, SYY
Q2 2025 93$302.5MBRK.B, HCA, BRK.A, VTI, AXP
Q1 2025 94$406.3MBRK.B, BRK.A, HCA, SYY, VTI
Q4 2024 94$381.9MBRK.B, BRK.A, HCA, SYY, VTI
Q3 2024 96$398.7MBRK.B, HCA, BRK.A, SYY, VTI
Q2 2024 98$360.3MBRK.B, HCA, BRK.A, SYY, VTI
Q1 2024 95$367.6MBRK.B, HCA, BRK.A, SYY, VTI