Shayne & Jacobs
Shayne & Jacobs reported 100 stocks worth $335M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are BRK.B (23.7%), HCA (11.7%) and VTI (4.5%). Compared with Q2 2026, the fund opened new positions in ACM, XOM and PSX, added to VTI, DIS and AGCO, trimmed BRK.B, SYY and AXP and sold out of XOM, GE and VOT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BRK.B Berkshire Hathaway Inc Del | $79.4M | 23.7% | 159K | −602 (−0%) | 8 of 8 | |
| 2 |  HCA Hca Healthcare Inc | $39M | 11.7% | 92K | No change | 8 of 8 | |
| 3 |  VTI Vanguard Total Stock Market ETF | $15M | 4.5% | 40K | +645 (+2%) | 8 of 8 | |
| 4 |  SYY Sysco Corp | $12.4M | 3.7% | 159K | −577 (−0%) | 8 of 8 | |
| 5 |  AXP American Express Co | $12.3M | 3.7% | 40K | −660 (−2%) | 8 of 8 | |
| 6 |  BRK.A Berkshire Hathaway Inc Dclass A | $11.2M | 3.4% | 15 | No change | 8 of 8 | |
| 7 |  FTI Technipfmc PLC | $9.3M | 2.8% | 136K | −14K (−10%) | 8 of 8 | |
| 8 |  GOOGL Alphabet Inc | $8.7M | 2.6% | 25K | −228 (−1%) | 8 of 8 | |
| 9 |  MSFT Microsoft Corp | $8.7M | 2.6% | 17K | −412 (−2%) | 8 of 8 | |
| 10 |  AMAT Applied Matls Inc | $7.2M | 2.1% | 14K | −1,350 (−9%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Shayne & Jacobs 13F FAQ
What does Shayne & Jacobs own?
Shayne & Jacobs reported 100 stocks worth $335M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are BRK.B (23.7%), HCA (11.7%) and VTI (4.5%). The table above lists every position in the filing (the top 10 without an account).
What did Shayne & Jacobs buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 12 added to, 26 trimmed and 4 sold out. New positions include ACM, XOM and PSX. It sold all of XOM, GE and VOT.
When will Shayne & Jacobs file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Shayne & Jacobs's portfolio worth?
The Q3 2026 filing reports $335M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.