SJ

SHAYNE & JACOBS, LLC

13F
SHAYNE & JACOBS, LLC
Last update 2024-10-24 96 Stocks (4 new)
Value $399.00 Mil Turnover 1 %
Countries:
Top Holdings: BRK.B(33.70%)HCA(9.79%)BRK.A(8.15%)SYY(6.53%)VTI(5.34%)
Portfolio Report
Summary Stock Picks Current Portfolio
SHAYNE & JACOBS, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B 		Berkshire Hathaway Inc
291,934
134365.540
0%
33.700
0%
0.010
+4.76%
+28.55%
988408.350
Insurance
HCA 		HCA Healthcare Inc
96,041
39033.950
-0.25%
9.790
-0.02%
0.040
+0.68%
+32.49%
92026.429
Healthcare Providers & Services
BRK.A 		Berkshire Hathaway Inc
47
32485.460
0%
8.150
0%
0.000
+4.74%
+26.86%
988408.350
Insurance
SYY 		Sysco Corp
333,327
26019.510
0%
6.530
0%
0.070
+3.78%
+5.50%
36891.969
Retail - Defensive
VTI 		Vanguard Total Stock Market ETF
75,127
21272.960
-14.76%
5.340
-0.97%
0.010
+6.31%
+20.86%
420876.283
 
AXP 		American Express Co
64,082
17379.040
-0.34%
4.360
-0.01%
0.010
+10.69%
+46.64%
191235.654
Credit Services
MSFT 		Microsoft Corp
17,163
7385.450
0%
1.850
0%
0.000
+0.52%
+14.09%
3172348.353
Software
FTI 		TechnipFMC PLC
181,520
4761.270
+0.51%
1.190
+0.01%
0.040
-9.50%
+30.25%
11094.823
Oil & Gas
PHM 		PulteGroup Inc
32,537
4670.040
-4.61%
1.170
-0.05%
0.020
+3.14%
+30.34%
27456.402
Homebuilding & Construction
UNH 		UnitedHealth Group Inc
7,984
4668.090
0%
1.170
0%
0.000
-0.43%
+8.63%
521952.875
Healthcare Plans

SHAYNE & JACOBS, LLC's Historical Top Holdings Breakdowns

SHAYNE & JACOBS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI 		Vanguard Total Stock Market ETF2024-09-30Reduce
-0.97%
●
255.18 ($272.76) 283.2
$286.70
5.11%
Reduce -14.76%
75,127
-13,013
CARR 		Carrier Global Corp2024-09-30Sold Out
-0.19%
●
61.9 ($69.63) 80.88
$75.66
8.66%
Sold Out
0
-10,779
VGSH 		Vanguard Short-Term Government Bond ETF2024-09-30Add
+0.18%
●
57.74 ($58.57) 59.13
$58.49
-0.14%
Add 342.82%
15,720
12,170
AGCO 		AGCO Corp2024-09-30Add
+0.16%
●
84.99 ($93.19) 103.52
$101.89
9.34%
Add 42.73%
22,380
6,700
RHI 		Robert Half Inc2024-09-30Add
+0.16%
●
59.34 ($63.34) 68.28
$69.14
9.16%
Add 27.97%
42,803
9,356
VGIT 		Vanguard Intermediate-Term Government Bond ETF2024-09-30Add
+0.14%
●
57.8 ($59.68) 60.8
$58.89
-1.32%
Add 74.27%
22,525
9,600
WMT 		Walmart Inc2024-09-30Reduce
-0.14%
●
66.91 ($73.44) 81.4
$82.75
12.68%
Reduce -13.8%
47,280
-7,572
SHY 		iShares 1-3 Year Treasury Bond ETF2024-09-30Sold Out
-0.14%
●
81.31 ($82.5) 83.29
$82.38
-0.15%
Sold Out
0
-6,310
DJCO 		Daily Journal Corp2024-09-30Reduce
-0.13%
●
387 ($454.38) 512.49
$495.60
9.07%
Reduce -47.06%
1,349
-1,199
OTIS 		Otis Worldwide Corp2024-09-30Sold Out
-0.12%
●
91.43 ($95.27) 104.43
$101.45
6.49%
Sold Out
0
-4,601

SHAYNE & JACOBS, LLC Total Holding History ($B)

To

SHAYNE & JACOBS, LLC's Asset Allocation

To

SHAYNE & JACOBS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SHAYNE & JACOBS, LLC's Hypothetical Growth since 2024-09-30

SHAYNE & JACOBS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SHAYNE & JACOBS, LLC's Holdings Heat Map

Size field:

SHAYNE & JACOBS, LLC's Holdings Bubble Chart

SHAYNE & JACOBS, LLC News

  • 1

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