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
-2.19%
-0.75%
970844.763
Insurance
HCA 		HCA Healthcare Inc
96,041
39033.950
-0.25%
9.790
-0.02%
0.040
-22.60%
+1.84%
77455.720
Healthcare Providers & Services
BRK.A 		Berkshire Hathaway Inc
47
32485.460
0%
8.150
0%
0.000
-1.56%
-0.97%
970844.763
Insurance
SYY 		Sysco Corp
333,327
26019.510
0%
6.530
0%
0.070
-0.82%
-2.43%
36321.258
Retail - Defensive
VTI 		Vanguard Total Stock Market ETF
75,127
21272.960
-14.76%
5.340
-0.97%
0.010
+0.03%
-0.48%
438517.238
 
AXP 		American Express Co
64,082
17379.040
-0.34%
4.360
-0.01%
0.010
+8.62%
+1.20%
211587.067
Credit Services
MSFT 		Microsoft Corp
17,163
7385.450
0%
1.850
0%
0.000
-0.90%
-1.65%
3090456.892
Software
FTI 		TechnipFMC PLC
181,520
4761.270
+0.51%
1.190
+0.01%
0.040
+19.74%
+12.21%
13813.225
Oil & Gas
PHM 		PulteGroup Inc
32,537
4670.040
-4.61%
1.170
-0.05%
0.020
-21.01%
+3.20%
23071.745
Homebuilding & Construction
UNH 		UnitedHealth Group Inc
7,984
4668.090
0%
1.170
0%
0.000
-9.78%
+7.57%
500395.404
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
HCA 		HCA Healthcare Inc2023-09-30New Buy
+7.92%
●
245.98 ($273.63) 298.35
$305.79
11.75%
New holding
96,724
96,724
FTI 		TechnipFMC PLC2023-09-30New Buy
+1.52%
●
16.25 ($18.87) 21.41
$32.47
72.07%
New holding
224,570
224,570
GOOGL 		Alphabet Inc2023-09-30New Buy
+1.22%
●
116.45 ($129.36) 138.21
$189.66
46.61%
New holding
28,097
28,097
AMAT 		Applied Materials Inc2023-09-30New Buy
+1.20%
●
134.04 ($143.4) 153.99
$173.65
21.09%
New holding
26,105
26,105
UNH 		UnitedHealth Group Inc2023-09-30New Buy
+1.17%
●
447.75 ($492.14) 510.93
$543.74
10.48%
New holding
6,947
6,947
PHM 		PulteGroup Inc2023-09-30New Buy
+1.10%
●
73.2 ($79.71) 86.01
$112.50
41.14%
New holding
44,719
44,719
VTI 		Vanguard Total Stock Market ETF2024-09-30Reduce
-0.97%
●
255.18 ($272.76) 283.2
$288.47
5.76%
Reduce -14.76%
75,127
-13,013
CBRE 		CBRE Group Inc2023-09-30New Buy
+0.94%
●
73.3 ($82.92) 88.91
$124.91
50.64%
New holding
38,098
38,098
AXP 		American Express Co2023-09-30Add
+0.93%
●
149.19 ($163.57) 178.04
$300.36
83.63%
Add 40.99%
64,362
18,712
BRK.A 		Berkshire Hathaway Inc2023-09-30Add
+0.89%
●
517136 ($538989) 563073
$675,760.00
25.38%
Add 11.9%
47
5

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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