Shayne & Jacobs, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Shayne & Jacobs, LLC reported 95 stock positions worth $330.3 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 25.6% of the portfolio, followed by HCA Healthcare (HCA, 12.9%) and Berkshire Hathaway Class A (BRK.A, 4.8%). Compared with Q3 2025, it opened 1 new position, sold out of 2, added to 9 and reduced 30. The biggest buy was a new position in Aptiv (APTV) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −1%).

Most Recent 13F
Q2 2026
Location
NASHVILLE, TN
CIK
0001484085
Portfolio Value
$330.3M (Q4 2025)
SEC Filing
0001484085-26-000001 ↗ filed Jan 27, 2026

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 Q2 2025 Q3 2025: $323.0M Q3 2025 Q4 2025: $330.3M $330.3M Q4 2025 Q1 2026: $323.6M Q1 2026 Q2 2026: $337.2M Q2 2026

Holdings 95 stocks · $330.3M
BRK.B Berkshire Hathaway Inc. Class B 25.61% 168,286 $84.6M Reduce -1.2%
HCA HCA Healthcare Inc. 12.93% 91,516 $42.7M Reduce -0.0%
BRK.A Berkshire Hathaway Inc. Class A 4.80% 21 $15.9M No change
AXP American Express Co. 4.62% 41,284 $15.3M Reduce -0.3%
VTI VG Morningstar TS MKT ETF-US 4.38% 43,123 $14.5M Reduce -5.4%
SYY Sysco Corp. 3.67% 164,306 $12.1M Reduce -2.6%
MSFT Microsoft Corp. 2.55% 17,405 $8.4M Add +0.0%
GOOGL Alphabet Inc. Class A 2.53% 26,713 $8.4M Reduce -3.2%
FTI Technipfmc PLC 2.26% 167,670 $7.5M Reduce -4.1%
GS Goldman Sachs Group Inc. 2.12% 7,976 $7.0M Reduce -1.0%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 2.08% 59,137 $6.9M No change
AMAT Applied Materials Inc. 1.75% 22,495 $5.8M Reduce -0.1%
CBRE CBRE Group Inc. Class A 1.69% 34,746 $5.6M Reduce -0.2%
WMT Walmart Inc. 1.41% 41,747 $4.7M Reduce -1.1%
WFC Wells Fargo & Co. 1.26% 44,705 $4.2M Reduce -4.8%
RHI Robert Half Inc. 1.17% 142,765 $3.9M Add +20.6%
PHM Pultegroup Inc. 1.14% 32,192 $3.8M No change
OMC Omnicom Group 0.99% 40,501 $3.3M Reduce -1.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.98% 28,600 $3.3M Reduce -0.2%
AAPL Apple Inc. 0.97% 11,776 $3.2M Add +0.0%
TEL Te Connectivity PLC 0.77% 11,204 $2.5M No change
RTX RTX Corp. 0.77% 13,812 $2.5M No change
UNH Unitedhealth Group Inc. 0.75% 7,515 $2.5M No change
PM Philip Morris International 0.71% 14,641 $2.3M Reduce -1.3%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.70% 10,942 $2.3M No change
VGIT Vanguard Intermediate-Term T 0.70% 38,480 $2.3M No change
LH Labcorp Holdings Inc. 0.69% 9,110 $2.3M No change
AGCO Agco Corp. 0.69% 21,760 $2.3M No change
THO Thor Industries Inc. 0.68% 21,751 $2.2M Reduce -0.5%
VGSH Vanguard Short-Term Treasury 0.64% 35,855 $2.1M Add +0.7%
APTV Aptiv PLC 0.61% 26,680 $2.0M New
BMY Bristol-Myers Squibb Co. 0.61% 37,433 $2.0M Add +0.3%
AIG American International Group 0.59% 22,780 $1.9M No change
CRD.B Crawford & Co. Class B 0.57% 176,042 $1.9M No change
CSL Carlisle Cos Inc. 0.56% 5,765 $1.8M Reduce -0.2%
CB Chubb Ltd. 0.51% 5,370 $1.7M No change
MINT PIMCO Enhanced Short Maturit 0.43% 14,218 $1.4M No change
CRD.A Crawford & Company Class A 0.41% 121,018 $1.4M No change
CNNE Cannae Holdings Inc. 0.40% 84,683 $1.3M Reduce -2.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.39% 23,539 $1.3M No change
NVST Envista Holdings Corp. 0.39% 58,680 $1.3M No change
AMCR Amcor PLC 0.33% 129,101 $1.1M Add +0.6%
VAC Marriott Vacations World 0.32% 18,227 $1.1M Reduce -2.5%
VUG Vanguard Mrngstar GR ETF-Sui 0.31% 2,100 $1.0M No change
NSC Norfolk Southern Corp. 0.31% 3,546 $1.0M No change
IEFA iShares Core MSCI Eafe ETF 0.30% 11,024 $986K Add +1.4%
TIP iShares Tips Bond ETF 0.30% 8,880 $976K No change
EFA iShares MSCI Eafe ETF 0.29% 10,053 $965K No change
VCSH Vanguard S/T Corp. Bond ETF 0.29% 12,085 $964K Reduce -0.9%
ADP Automatic Data Processing 0.29% 3,665 $943K Reduce -8.7%
ACN Accenture PLC Class A 0.27% 3,353 $900K No change
QCOM Qualcomm Inc. 0.27% 5,218 $892K Add +0.0%
KMB Kimberly-Clark Corp. 0.27% 8,690 $877K Reduce -7.1%
VB Vanguard Most SM-Cap ETF-Usd 0.26% 3,340 $862K No change
HUN Huntsman Corp. 0.24% 80,941 $809K Reduce -4.0%
AMZN Amazon.com Inc. 0.20% 2,800 $646K No change
META Meta Platforms Inc. Class A 0.19% 975 $644K Reduce -3.9%
BNDX Vanguard Total Intl Bond ETF 0.19% 13,190 $637K No change
MRK Merck & Co. Inc. 0.18% 5,611 $591K No change
STT State Street Corp. 0.17% 4,361 $563K No change
VTIP Vanguard Short-Term Tips 0.16% 10,950 $542K No change
DJCO Daily Journal Corp. 0.16% 1,069 $521K Reduce -10.8%
SGOV iShares 0-3 Month Treasury B 0.15% 5,100 $512K No change
XOM Exxon Mobil Corp. 0.14% 3,830 $461K No change
BSV Vanguard Short-Term Bond ETF 0.14% 5,775 $455K No change
EWP iShares MSCI Spain ETF 0.14% 8,279 $446K Reduce -3.7%
JNJ Johnson & Johnson 0.13% 2,110 $437K No change
EWY iShares MSCI South Korea ETF 0.13% 4,375 $425K No change
VMBS Vanguard Mortgage-Backed Sec 0.12% 8,390 $395K No change
BP BP PLC-Spons ADR 0.11% 10,446 $363K No change
RF Regions Financial Corp. 0.11% 13,193 $358K No change
VEU Vanguard Ftse All-World Ex-U 0.11% 4,860 $358K No change
USMV iShares MSCI USA Min Vol Fac 0.11% 3,780 $356K Reduce -1.6%
CVX Chevron Corp. 0.11% 2,334 $356K No change
ABT Abbott Laboratories 0.11% 2,800 $351K No change
DUK Duke Energy Corp. 0.10% 2,882 $338K No change
AGZ iShares Agency Bond ETF 0.10% 3,035 $335K No change
CSCO Cisco Systems Inc. 0.10% 4,300 $331K No change
EWI iShares MSCI Italy ETF 0.10% 5,973 $325K No change
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.09% 6,000 $306K No change
IVV iShares Core S&P 500 ETF 0.09% 446 $305K Reduce -0.9%
IEF iShares 7-10 Year Treasury B 0.09% 3,040 $292K No change
PNFP Pinnacle Financial Partners 0.09% 3,000 $286K No change
CAT Caterpillar Inc. 0.08% 482 $276K Add +0.4%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.08% 874 $275K No change
COP Conocophillips 0.08% 2,809 $263K No change
STZ Constellation Brands Inc. Class A 0.08% 1,850 $255K No change
TFC Truist Financial Corp. 0.08% 5,054 $249K Reduce -0.6%
NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC 0.07% 3,100 $237K No change
DBEF Xtrackers MSCI Eafe Hedged E 0.07% 4,866 $234K No change
PAYX Paychex Inc. 0.07% 2,000 $224K No change
VWO Vanguard Ftse Emerging Marke 0.06% 3,872 $208K No change
GE General Electric filed as GE AEROSPACE 0.06% 675 $208K Reduce -4.5%
ABBV Abbvie Inc. 0.06% 907 $207K No change
SYK Stryker Corp. 0.06% 585 $206K No change

Portfolio Sells Q3 2025 → Q4 2025
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.2% 25.61% −0.90
SYY Sysco Corp. Reduce -2.6% 3.67% −0.64
VTI VG Morningstar TS MKT ETF-US Reduce -5.4% 4.38% −0.26
BSCP Invesco Bulletshares 2025 CB Sold out 0.00% −0.17
KMB Kimberly-Clark Corp. Reduce -7.1% 0.27% −0.09
CNNE Cannae Holdings Inc. Reduce -2.4% 0.40% −0.09
ADP Automatic Data Processing Reduce -8.7% 0.29% −0.08
NVDA Nvidia Corp. Sold out 0.00% −0.08
VAC Marriott Vacations World Reduce -2.5% 0.32% −0.07
OMC Omnicom Group Reduce -1.1% 0.99% −0.04
META Meta Platforms Inc. Class A Reduce -3.9% 0.19% −0.04
PM Philip Morris International Reduce -1.3% 0.71% −0.03
DIS The Walt Disney Co. Reduce -0.2% 0.98% −0.03
CSL Carlisle Cos Inc. Reduce -0.2% 0.56% −0.03
THO Thor Industries Inc. Reduce -0.5% 0.68% −0.03
DJCO Daily Journal Corp. Reduce -10.8% 0.16% −0.01
VCSH Vanguard S/T Corp. Bond ETF Reduce -0.9% 0.29% −0.01
CBRE CBRE Group Inc. Class A Reduce -0.2% 1.69% −0.01
USMV iShares MSCI USA Min Vol Fac Reduce -1.6% 0.11% −0.01
GE General Electric Reduce -4.5% 0.06% −0.00
IVV iShares Core S&P 500 ETF Reduce -0.9% 0.09% −0.00
EWP iShares MSCI Spain ETF Reduce -3.7% 0.14% +0.00
TFC Truist Financial Corp. Reduce -0.6% 0.08% +0.00
HUN Huntsman Corp. Reduce -4.0% 0.24% +0.01
WFC Wells Fargo & Co. Reduce -4.8% 1.26% +0.04
WMT Walmart Inc. Reduce -1.1% 1.41% +0.06
FTI Technipfmc PLC Reduce -4.1% 2.26% +0.13
GS Goldman Sachs Group Inc. Reduce -1.0% 2.12% +0.14
AMAT Applied Materials Inc. Reduce -0.1% 1.75% +0.32
AXP American Express Co. Reduce -0.3% 4.62% +0.37
GOOGL Alphabet Inc. Class A Reduce -3.2% 2.53% +0.45
HCA HCA Healthcare Inc. Reduce -0.0% 12.93% +0.86

Portfolio Buys Q3 2025 → Q4 2025
APTV Aptiv PLC New 0.61% +0.61
BMY Bristol-Myers Squibb Co. Add +0.3% 0.61% +0.09
AAPL Apple Inc. Add +0.0% 0.97% +0.04
CAT Caterpillar Inc. Add +0.4% 0.08% +0.01
IEFA iShares Core MSCI Eafe ETF Add +1.4% 0.30% +0.00
QCOM Qualcomm Inc. Add +0.0% 0.27% +0.00
AMCR Amcor PLC Add +0.6% 0.33% +0.00
VGSH Vanguard Short-Term Treasury Add +0.7% 0.64% −0.01
RHI Robert Half Inc. Add +20.6% 1.17% −0.07
MSFT Microsoft Corp. Add +0.0% 2.55% −0.24

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