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William E. Jacobs

Shayne & Jacobs, Llc

Assets Managed
$337.175M
Holdings
101
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
4.2%(2Q avg: 1.08%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Shayne & Jacobs, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 101 positions.

Assets under management

The assets under management (AUM) of Shayne & Jacobs, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 337.175M in assets, with a quarterly growth rate of 4.2% and a 2-quarter average growth rate of 1.08%. The portfolio is managed by William E. Jacobs, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -3.3%
23.76%
$80.106M
160,087 shares@ $500.4 avg price
HCA
Hca Healthcare Inc
Recent Activity
10.59%
$35.677M
91,506 shares@ $389.89 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.78%
4.35%
$14.642M
39,568 shares@ $370.04 avg price
AXP
American Express Co
Recent Activity
Decreased -0.18%
4.13%
$13.915M
41,139 shares@ $338.26 avg price
SYY
Sysco Corp
Recent Activity
Decreased -2.94%
3.96%
$13.328M
159,465 shares@ $83.59 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
Decreased -25%
3.34%
$11.233M
15 shares@ $748850.0 avg price
AMAT
Applied Materials Inc
Recent Activity
Decreased -24.55%
3.31%
$11.141M
15,409 shares@ $723.0 avg price
FTI
Technipfmc Plc
Recent Activity
Decreased -1.87%
2.97%
$9.995M
150,755 shares@ $66.31 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.19%
2.72%
$9.168M
25,653 shares@ $357.38 avg price
GS
Goldman Sachs Group Inc
Recent Activity
Decreased -7.93%
2.2%
$7.397M
7,314 shares@ $1011.37 avg price

1-10 of 101