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
+7.39%
+29.93%
999724.216
Insurance
HCA 		HCA Healthcare Inc
96,041
39033.950
-0.25%
9.790
-0.02%
0.040
-1.64%
+31.58%
89707.701
Healthcare Providers & Services
BRK.A 		Berkshire Hathaway Inc
47
32485.460
0%
8.150
0%
0.000
+7.24%
+28.24%
999724.216
Insurance
SYY 		Sysco Corp
333,327
26019.510
0%
6.530
0%
0.070
+3.13%
+8.72%
38015.988
Retail - Defensive
VTI 		Vanguard Total Stock Market ETF
75,127
21272.960
-14.76%
5.340
-0.97%
0.010
+13.34%
+25.08%
440602.207
 
AXP 		American Express Co
64,082
17379.040
-0.34%
4.360
-0.01%
0.010
+23.47%
+55.36%
202598.350
Credit Services
MSFT 		Microsoft Corp
17,163
7385.450
0%
1.850
0%
0.000
+5.12%
+12.98%
3141534.523
Software
FTI 		TechnipFMC PLC
181,520
4761.270
+0.51%
1.190
+0.01%
0.040
+10.27%
+43.68%
12239.190
Oil & Gas
PHM 		PulteGroup Inc
32,537
4670.040
-4.61%
1.170
-0.05%
0.020
+8.81%
+29.20%
27214.405
Homebuilding & Construction
UNH 		UnitedHealth Group Inc
7,984
4668.090
0%
1.170
0%
0.000
+9.14%
+18.35%
566720.296
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
$296.71
8.78%
Reduce -14.76%
75,127
-13,013
CARR 		Carrier Global Corp2024-09-30Sold Out
-0.19%
●
61.9 ($69.63) 80.88
$76.68
10.12%
Sold Out
0
-10,779
VGSH 		Vanguard Short-Term Government Bond ETF2024-09-30Add
+0.18%
●
57.74 ($58.57) 59.13
$58.24
-0.56%
Add 342.82%
15,720
12,170
AGCO 		AGCO Corp2024-09-30Add
+0.16%
●
84.99 ($93.19) 103.52
$91.86
-1.43%
Add 42.73%
22,380
6,700
RHI 		Robert Half Inc2024-09-30Add
+0.16%
●
59.34 ($63.34) 68.28
$75.74
19.58%
Add 27.97%
42,803
9,356
VGIT 		Vanguard Intermediate-Term Government Bond ETF2024-09-30Add
+0.14%
●
57.8 ($59.68) 60.8
$58.59
-1.83%
Add 74.27%
22,525
9,600
WMT 		Walmart Inc2024-09-30Reduce
-0.14%
●
66.91 ($73.44) 81.4
$84.83
15.51%
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
$82.07
-0.52%
Sold Out
0
-6,310
DJCO 		Daily Journal Corp2024-09-30Reduce
-0.13%
●
387 ($454.38) 512.49
$568.79
25.18%
Reduce -47.06%
1,349
-1,199
OTIS 		Otis Worldwide Corp2024-09-30Sold Out
-0.12%
●
91.43 ($95.27) 104.43
$100.03
5.00%
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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