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Latest SHAYNE & CO., LLC Stock Portfolio

SHAYNE & CO., LLC Performance:
2025 Q4: 2.74%YTD: 16.96%2024: 19.97%
Performance for 2025 Q4 is 2.74%, and YTD is 16.96%, and 2024 is 19.97%.

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 $330.3 Millions as of 31 Dec, 2025.

The top stock holdings of SHAYNE & JACOBS, LLC are , HCA, . The fund has invested 25.6% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 12.9% of portfolio in HCA HEALTHCARE INC.

The fund managers got completely rid off INVESCO EXCH TRD SLF IDX FD (BSAE) and NVIDIA CORPORATION (NVDA) stocks. They significantly reduced their stock positions in DAILY JOURNAL CORP (DJCO), AUTOMATIC DATA PROCESSING IN (ADP) and KIMBERLY-CLARK CORP (KMB). SHAYNE & JACOBS, LLC opened new stock positions in APTIV PLC. The fund showed a lot of confidence in some stocks as they added substantially to ROBERT HALF INC. (RHI), ISHARES TR (IBCE) and VANGUARD SCOTTSDALE FDS (BNDW).

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

Our best estimate is that SHAYNE & JACOBS, LLC made a return of 2.74% in the last quarter. In trailing 12 months, it's portfolio return was 16.96%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
aptiv plc2,030,080
New stocks bought by SHAYNE & CO., LLC

Additions

Ticker% Inc.
robert half inc.20.63
ishares tr1.43
vanguard scottsdale fds0.73
amcor plc0.59
caterpillar inc0.42
bristol-myers squibb co0.29
qualcomm inc0.02
apple inc0.01
Additions to existing portfolio by SHAYNE & CO., LLC

Reductions

Ticker% Reduced
daily journal corp-10.84
automatic data processing in-8.72
kimberly-clark corp-7.09
vanguard index fds-5.44
wells fargo co new-4.82
ge aerospace-4.53
technipfmc plc-4.11
huntsman corp-3.99
SHAYNE & CO., LLC reduced stake in above stock

Sold off

Ticker$ Sold
invesco exch trd slf idx fd-544,664
nvidia corporation-250,645
SHAYNE & CO., LLC got rid off the above stocks

Sector Distribution

SHAYNE & JACOBS, LLC has about 44% of it's holdings in Others sector.

Sector%
Others44
Healthcare15.2
Financial Services12
Technology6.1
Consumer Defensive6.1
Communication Services4.7
Industrials4
Consumer Cyclical3.1
Energy2.6
Real Estate1.8

Market Cap. Distribution

SHAYNE & JACOBS, LLC has about 51.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED44
LARGE-CAP41.8
MEGA-CAP9.9
MID-CAP3.6

Stocks belong to which Index?

About 50% of the stocks held by SHAYNE & JACOBS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50050
Others49.2
Top 5 Winners (%)%
GOOG
alphabet inc
28.3 %
AMAT
applied matls inc
25.5 %
MRK
merck & co inc
25.4 %
ACWV
ishares inc
21.4 %
CAT
caterpillar inc
19.8 %
Top 5 Winners ($)$
HCA
hca healthcare inc
3.7 M
GOOG
alphabet inc
1.9 M
AXP
american express co
1.6 M
AMAT
applied matls inc
1.2 M
FTI
technipfmc plc
0.9 M
Top 5 Losers (%)%
RHI
robert half inc.
-18.7 %
KMB
kimberly-clark corp
-18.2 %
CNNE
cannae hldgs inc
-13.9 %
VAC
marriott vacations worldwide
-13.2 %
labcorp holdings inc
-12.6 %
Top 5 Losers ($)$
SYY
sysco corp
-1.4 M
RHI
robert half inc.
-0.9 M
MSFT
microsoft corp
-0.6 M
PHM
pulte group inc
-0.5 M
labcorp holdings inc
-0.3 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 95 stocks in it's portfolio. About 65.5% of the portfolio is in top 10 stocks. SYY 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: 27 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions