Shayne & Jacobs, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), Shayne & Jacobs, LLC reported 93 stock positions worth $302.5 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 27.4% of the portfolio, followed by HCA Healthcare (HCA, 11.6%) and Berkshire Hathaway Class A (BRK.A, 5.1%). Compared with Q1 2025, it opened 3 new positions, sold out of 4, added to 10 and reduced 27. The biggest buy was Robert Half (RHI, shares +104%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −41%).

Most Recent 13F
Q2 2026
Location
NASHVILLE, TN
CIK
0001484085
Portfolio Value
$302.5M (Q2 2025)
SEC Filing
0001085146-25-004145 ↗ filed Jul 24, 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 Q4 2024 Q1 2025: $406.3M Q1 2025 Q2 2025: $302.5M $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 93 stocks · $302.5M
BRK.B Berkshire Hathaway Inc. Class B 27.45% 170,912 $83.0M Reduce -41.0%
HCA HCA Healthcare Inc. 11.60% 91,561 $35.1M Reduce -4.2%
BRK.A Berkshire Hathaway Inc. Class A 5.06% 21 $15.3M Reduce -55.3%
VTI VG Morningstar TS MKT ETF-US 4.64% 46,232 $14.1M Reduce -25.4%
AXP American Express Co. 4.36% 41,390 $13.2M Reduce -34.5%
SYY Sysco Corp. 4.26% 170,304 $12.9M Reduce -48.8%
MSFT Microsoft Corp. 2.86% 17,404 $8.7M No change
FTI Technipfmc PLC 2.01% 176,145 $6.1M Reduce -0.1%
GS Goldman Sachs Group Inc. 1.91% 8,176 $5.8M Reduce -0.2%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 1.78% 59,137 $5.4M Reduce -7.7%
GOOGL Alphabet Inc. Class A 1.62% 27,747 $4.9M No change
CBRE CBRE Group Inc. Class A 1.61% 34,861 $4.9M Reduce -0.4%
WMT Walmart Inc. 1.37% 42,292 $4.1M Reduce -3.0%
AMAT Applied Materials Inc. 1.36% 22,520 $4.1M No change
WFC Wells Fargo & Co. 1.24% 46,969 $3.8M Reduce -2.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.17% 28,650 $3.6M No change
RHI Robert Half Inc. 1.12% 82,893 $3.4M Add +104.0%
PHM Pultegroup Inc. 1.12% 32,192 $3.4M No change
OMC Omnicom Group 0.98% 41,321 $3.0M Add +17.7%
PM Philip Morris International 0.85% 14,136 $2.6M Reduce -1.1%
AAPL Apple Inc. 0.80% 11,774 $2.4M Add +0.0%
LH Labcorp Holdings Inc. 0.79% 9,110 $2.4M No change
UNH Unitedhealth Group Inc. 0.78% 7,550 $2.4M Reduce -1.2%
AGCO Agco Corp. 0.74% 21,760 $2.2M No change
CSL Carlisle Cos Inc. 0.72% 5,795 $2.2M No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.70% 10,867 $2.1M No change
RTX RTX Corp. 0.67% 13,812 $2.0M No change
AIG American International Group 0.64% 22,780 $1.9M Reduce -0.7%
TEL Te Connectivity PLC 0.64% 11,494 $1.9M No change
THO Thor Industries Inc. 0.63% 21,351 $1.9M No change
VGIT Vanguard Intermediate-Term T 0.62% 31,180 $1.9M No change
CRD.B Crawford & Co. Class B 0.61% 176,042 $1.8M No change
CNNE Cannae Holdings Inc. 0.60% 86,766 $1.8M No change
BMY Bristol-Myers Squibb Co. 0.57% 37,211 $1.7M Reduce -0.8%
VGSH Vanguard Short-Term Treasury 0.54% 28,025 $1.6M Reduce -0.4%
CB Chubb Ltd. 0.51% 5,370 $1.6M No change
MINT PIMCO Enhanced Short Maturit 0.47% 14,218 $1.4M Reduce -0.6%
VAC Marriott Vacations World 0.47% 19,673 $1.4M No change
CRD.A Crawford & Company Class A 0.42% 121,018 $1.3M No change
ADP Automatic Data Processing 0.41% 4,015 $1.2M No change
KMB Kimberly-Clark Corp. 0.40% 9,353 $1.2M Add +0.1%
AMCR Amcor PLC 0.39% 128,346 $1.2M New
NVST Envista Holdings Corp. 0.38% 58,680 $1.1M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.37% 23,539 $1.1M Reduce -8.2%
ACN Accenture PLC Class A 0.33% 3,353 $1.0M No change
VCSH Vanguard S/T Corp. Bond ETF 0.32% 12,320 $979K Reduce -0.1%
TIP iShares Tips Bond ETF 0.32% 8,880 $977K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.30% 2,100 $921K No change
HUN Huntsman Corp. 0.30% 87,866 $916K No change
NSC Norfolk Southern Corp. 0.30% 3,546 $908K Add +6.6%
IEFA iShares Core MSCI Eafe ETF 0.30% 10,869 $907K No change
EFA iShares MSCI Eafe ETF 0.30% 10,053 $899K No change
QCOM Qualcomm Inc. 0.27% 5,217 $831K No change
VB Vanguard Most SM-Cap ETF-Usd 0.26% 3,340 $792K Add +0.6%
META Meta Platforms Inc. Class A 0.25% 1,015 $749K No change
BNDX Vanguard Total Intl Bond ETF 0.22% 13,190 $653K No change
AMZN Amazon.com Inc. 0.20% 2,800 $614K No change
VTIP Vanguard Short-Term Tips 0.18% 10,950 $550K No change
BSCP Invesco Bulletshares 2025 CB 0.18% 26,325 $544K No change
SGOV iShares 0-3 Month Treasury B 0.17% 5,100 $514K No change
DJCO Daily Journal Corp. 0.17% 1,199 $506K Reduce -6.3%
STT State Street Corp. 0.15% 4,361 $464K No change
BSV Vanguard Short-Term Bond ETF 0.15% 5,775 $454K No change
MRK Merck & Co. Inc. 0.15% 5,611 $444K No change
XOM Exxon Mobil Corp. 0.14% 3,830 $413K Add +16.0%
VMBS Vanguard Mortgage-Backed Sec 0.13% 8,390 $389K No change
CSCO Cisco Systems Inc. 0.13% 5,500 $382K No change
ABT Abbott Laboratories 0.13% 2,800 $381K No change
EWP iShares MSCI Spain ETF 0.13% 8,601 $379K Reduce -48.6%
USMV iShares MSCI USA Min Vol Fac 0.12% 3,840 $360K No change
DUK Duke Energy Corp. 0.11% 2,902 $342K Add +16.1%
CVX Chevron Corp. 0.11% 2,334 $334K Add +0.9%
AGZ iShares Agency Bond ETF 0.11% 3,035 $333K No change
PNFP Pinnacle Financial Partners 0.11% 3,000 $331K No change
VEU Vanguard Ftse All-World Ex-U 0.11% 4,860 $327K No change
JNJ Johnson & Johnson 0.11% 2,110 $322K Add +0.8%
EWY iShares MSCI South Korea ETF 0.10% 4,375 $314K Reduce -53.3%
BP BP PLC-Spons ADR 0.10% 10,446 $313K No change
RF Regions Financial Corp. 0.10% 13,193 $310K No change
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.10% 6,000 $306K No change
IEF iShares 7-10 Year Treasury B 0.10% 3,040 $291K No change
PAYX Paychex Inc. 0.10% 2,000 $291K No change
EWI iShares MSCI Italy ETF 0.10% 5,973 $288K Reduce -59.0%
STZ Constellation Brands Inc. Class A 0.09% 1,730 $281K No change
IVV iShares Core S&P 500 ETF 0.09% 450 $279K Reduce -6.3%
COP Conocophillips 0.08% 2,809 $252K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.08% 874 $249K Reduce -15.5%
SYK Stryker Corp. 0.08% 585 $231K No change
NVDA Nvidia Corp. 0.08% 1,443 $228K New
TFC Truist Financial Corp. 0.07% 5,084 $219K Reduce -0.0%
NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC 0.07% 3,100 $217K No change
DBEF Xtrackers MSCI Eafe Hedged E 0.07% 4,866 $213K No change
VWO Vanguard Ftse Emerging Marke 0.07% 4,112 $203K New

Portfolio Sells Q1 2025 → Q2 2025
BRK.B Berkshire Hathaway Inc. Class B Reduce -41.0% 27.45% −10.53
BRK.A Berkshire Hathaway Inc. Class A Reduce -55.3% 5.06% −4.18
SYY Sysco Corp. Reduce -48.8% 4.26% −1.88
BERY Berry Global Group Inc. Sold out 0.00% −0.30
UNH Unitedhealth Group Inc. Reduce -1.2% 0.78% −0.21
ORCL Oracle Corp. Sold out 0.00% −0.17
EPOL iShares MSCI Poland ETF Sold out 0.00% −0.08
EWI iShares MSCI Italy ETF Reduce -59.0% 0.10% −0.06
PEP Pepsico Inc. Sold out 0.00% −0.05
EWP iShares MSCI Spain ETF Reduce -48.6% 0.13% −0.03
EWY iShares MSCI South Korea ETF Reduce -53.3% 0.10% −0.02
BMY Bristol-Myers Squibb Co. Reduce -0.8% 0.57% +0.01
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -15.5% 0.08% +0.02
TFC Truist Financial Corp. Reduce -0.0% 0.07% +0.02
IVV iShares Core S&P 500 ETF Reduce -6.3% 0.09% +0.03
DJCO Daily Journal Corp. Reduce -6.3% 0.17% +0.04
VCSH Vanguard S/T Corp. Bond ETF Reduce -0.1% 0.32% +0.08
BAC Bank of America Corp. Reduce -8.2% 0.37% +0.10
MINT PIMCO Enhanced Short Maturit Reduce -0.6% 0.47% +0.12
VGSH Vanguard Short-Term Treasury Reduce -0.4% 0.54% +0.14
AIG American International Group Reduce -0.7% 0.64% +0.15
AXP American Express Co. Reduce -34.5% 4.36% +0.18
PM Philip Morris International Reduce -1.1% 0.85% +0.29
WFC Wells Fargo & Co. Reduce -2.5% 1.24% +0.39
WMT Walmart Inc. Reduce -3.0% 1.37% +0.42
VTI VG Morningstar TS MKT ETF-US Reduce -25.4% 4.64% +0.45
BNY Bank of New York Mellon Corp. Reduce -7.7% 1.78% +0.46
CBRE CBRE Group Inc. Class A Reduce -0.4% 1.61% +0.49
FTI Technipfmc PLC Reduce -0.1% 2.01% +0.63
GS Goldman Sachs Group Inc. Reduce -0.2% 1.91% +0.81
HCA HCA Healthcare Inc. Reduce -4.2% 11.60% +3.47

Portfolio Buys Q1 2025 → Q2 2025
RHI Robert Half Inc. Add +104.0% 1.12% +0.58
AMCR Amcor PLC New 0.39% +0.39
OMC Omnicom Group Add +17.7% 0.98% +0.27
AAPL Apple Inc. Add +0.0% 0.80% +0.15
NSC Norfolk Southern Corp. Add +6.6% 0.30% +0.11
VB Vanguard Most SM-Cap ETF-Usd Add +0.6% 0.26% +0.08
NVDA Nvidia Corp. New 0.08% +0.08
KMB Kimberly-Clark Corp. Add +0.1% 0.40% +0.07
VWO Vanguard Ftse Emerging Marke New 0.07% +0.07
XOM Exxon Mobil Corp. Add +16.0% 0.14% +0.04
DUK Duke Energy Corp. Add +16.1% 0.11% +0.04
JNJ Johnson & Johnson Add +0.8% 0.11% +0.02
CVX Chevron Corp. Add +0.9% 0.11% +0.02

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