1y return+13.3%S&P 500 +20.9%
3y return+54.9%S&P 500 +68.5%
5y return+73.8%S&P 500 +74.5%
10y return+245.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $346 against $357 in the S&P 500.2
Shayne & Jacobs, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BRK/BBerkshire Hathaway Inc Del | $80.1M | 23.8% | −3.3% |
| HCAHca Healthcare Inc | $35.7M | 10.6% | |
| VTIVanguard Index Fds | $14.6M | 4.3% | |
| AXPAmerican Express Co | $13.9M | 4.1% | |
| SYYSysco Corp | $13.3M | 4.0% | −2.9% |
| BRK/ABerkshire Hathaway Inc Del | $11.2M | 3.3% | −25.0% |
| AMATApplied Matls Inc | $11.1M | 3.3% | −24.6% |
| Technipfmc PLCCUSIP G87110105 | $10.0M | 3.0% | −1.9% |
| GOOGLAlphabet Inc | $9.2M | 2.7% | −1.2% |
| GSGoldman Sachs Group Inc | $7.4M | 2.2% | −7.9% |
| BNYBank Of Ny Mellon Corp | $6.6M | 2.0% | −21.6% |
| MSFTMicrosoft Corp | $6.5M | 1.9% | |
| RHIRobert Half Inc. | $4.7M | 1.4% | |
| WMTWalmart Inc | $4.6M | 1.4% | −1.0% |
| CBRECbre Group Inc | $4.6M | 1.4% | |
| DISDisney Walt Co | $4.4M | 1.3% | +5.9% |
| PHMPulte Group Inc | $4.4M | 1.3% | |
| Aptiv PLCCUSIP G3265R107 | $3.8M | 1.1% | +14.1% |
| WFCWells Fargo & Co | $3.7M | 1.1% | |
| CDWCdw Corp | $3.6M | 1.1% | −2.8% |
| AAPLApple Inc | $3.5M | 1.0% | |
| UNHUnitedhealth Group Inc | $3.1M | 0.9% | |
| OMCOmnicom Group Inc | $3.0M | 0.9% | +5.7% |
| VGITVanguard Scottsdale Fds | $2.7M | 0.8% | +19.4% |
| THOThor Inds Inc | $2.7M | 0.8% | +63.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Matls Inc | September 30, 2023 | +422.2% | $11.1M |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $7.4M |
| BNYBank Of Ny Mellon Corp | September 30, 2020 | +321.1% | $6.6M |
| AXPAmerican Express Co | June 30, 2020 | +255.3% | $13.9M |
| Technipfmc PLCCUSIP G87110105 | September 30, 2023 | +226.0% | $10.0M |
| WFCWells Fargo & Co | June 30, 2020 | +222.8% | $3.7M |
| WMTWalmart Inc | June 30, 2020 | +183.7% | $4.6M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $80.1M |
| BRK/ABerkshire Hathaway Inc Del | June 30, 2020 | +180.2% | $11.2M |
| GOOGLAlphabet Inc | September 30, 2023 | +173.1% | $9.2M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.2% | +14.8% |
| March 31, 2026 | −2.3% | −4.6% |
| December 31, 2025 | +2.8% | +2.4% |
| September 30, 2025 | +6.2% | +7.8% |
| June 30, 2025 | −0.1% | +10.5% |
| March 31, 2025 | +7.0% | −4.6% |
| December 31, 2024 | −3.1% | +2.1% |
| September 30, 2024 | +11.9% | +5.4% |
| June 30, 2024 | −2.6% | +4.0% |
| March 31, 2024 | +13.9% | +10.0% |
| December 31, 2023 | +7.9% | +11.2% |
| September 30, 2023 | −1.4% | −3.6% |
| June 30, 2023 | +7.7% | +8.3% |
| March 31, 2023 | +1.4% | +7.0% |
| December 31, 2022 | +12.9% | +7.1% |
| September 30, 2022 | −5.4% | −5.3% |
| June 30, 2022 | −17.5% | −16.5% |
| March 31, 2022 | +9.4% | −4.9% |
| December 31, 2021 | +7.3% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Shayne & Jacobs, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1484085&type=13F-HR&dateb=&owner=include&count=40CIK 1484085
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1484085/000148408526000003/Filed July 7, 2026 · accession 0001484085-26-000003