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Latest SHAYNE & CO., LLC Stock Portfolio

SHAYNE & CO., LLC Performance:
2025 Q3: 4.24%YTD: 7.31%2024: 8.21%
Performance for 2025 Q3 is 4.24%, and YTD is 7.31%, and 2024 is 8.21%.

About SHAYNE & CO., LLC and 13F Hedge Fund Stock Holdings

SHAYNE & JACOBS, LLC is a hedge fund based in NASHVILLE, TN. On 31-Aug-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $334.3 Millions. In it's latest 13F Holdings report, SHAYNE & JACOBS, LLC reported an equity portfolio of $323 Millions as of 30 Sep, 2025.

The top stock holdings of SHAYNE & JACOBS, LLC are , HCA, . The fund has invested 26.5% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 12.1% of portfolio in HCA HEALTHCARE INC.

They significantly reduced their stock positions in CISCO SYS INC (CSCO), NVIDIA CORPORATION (NVDA) and VANGUARD INTL EQUITY INDEX F (VEU). SHAYNE & JACOBS, LLC opened new stock positions in CATERPILLAR INC (CAT), GE AEROSPACE (GE) and ABBVIE INC (ABBV). The fund showed a lot of confidence in some stocks as they added substantially to ROBERT HALF INC. (RHI), VANGUARD SCOTTSDALE FDS (BNDW) and CONSTELLATION BRANDS INC (STZ).

SHAYNE & CO., LLC Annual Return Estimates Vs S&P 500

Our best estimate is that SHAYNE & JACOBS, LLC made a return of 4.24% in the last quarter. In trailing 12 months, it's portfolio return was 4.71%.

New Buys

Ticker$ Bought
caterpillar inc229,217
ge aerospace212,680
abbvie inc210,007
New stocks bought by SHAYNE & CO., LLC

Additions

Ticker% Inc.
robert half inc.42.77
vanguard scottsdale fds27.01
vanguard scottsdale fds23.41
constellation brands inc6.94
philip morris intl inc4.95
thor inds inc2.34
vanguard index fds0.69
bristol-myers squibb co0.3
Additions to existing portfolio by SHAYNE & CO., LLC

Reductions

Ticker% Reduced
cisco sys inc-21.82
nvidia corporation-6.93
vanguard intl equity index f-5.84
marriott vacations worldwide-5.01
huntsman corp-4.06
te connectivity plc-2.52
goldman sachs group inc-1.47
vanguard index fds-1.36
SHAYNE & CO., LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by SHAYNE & CO., LLC

Sector Distribution

SHAYNE & JACOBS, LLC has about 44.9% of it's holdings in Others sector.

Sector%
Others44.9
Healthcare14.3
Financial Services11.3
Consumer Defensive6.8
Technology6
Communication Services4.4
Industrials4.2
Consumer Cyclical3.4
Energy2.5
Real Estate1.8

Market Cap. Distribution

SHAYNE & JACOBS, LLC has about 50.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED44.9
LARGE-CAP40.8
MEGA-CAP9.7
MID-CAP3.8

Stocks belong to which Index?

About 49% of the stocks held by SHAYNE & JACOBS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others50.2
S&P 50049
Top 5 Winners (%)%
GOOG
alphabet inc
37.9 %
PHM
pulte group inc
25.3 %
AAPL
apple inc
24.1 %
JNJ
johnson & johnson
21.4 %
BK
bank new york mellon corp
19.6 %
Top 5 Winners ($)$
HCA
hca healthcare inc
3.9 M
GOOG
alphabet inc
1.9 M
SYY
sysco corp
1.1 M
BK
bank new york mellon corp
1.1 M
FTI
technipfmc plc
0.9 M
Top 5 Losers (%)%
ACN
accenture plc ireland
-17.5 %
STZ
constellation brands inc
-16.3 %
PNFP
pinnacle finl partners inc
-15.1 %
HUN
huntsman corp
-13.8 %
PAYX
paychex inc
-12.9 %
Top 5 Losers ($)$
RHI
robert half inc.
-0.6 M
PM
philip morris intl inc
-0.3 M
DIS
disney walt co
-0.3 M
CSL
carlisle cos inc
-0.3 M
CNNE
cannae hldgs inc
-0.2 M

SHAYNE & CO., LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SHAYNE & CO., LLC

SHAYNE & JACOBS, LLC has 96 stocks in it's portfolio. About 65.7% of the portfolio is in top 10 stocks. RHI proved to be the most loss making stock for the portfolio. HCA was the most profitable stock for SHAYNE & JACOBS, LLC last quarter.

Last Reported on: 05 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions