Fund Holdings

SHAYNE & JACOBS, LLC

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
APPLIED MATLS INC20,42415,409-5,0156,980,71911,140,7073.30%+4,159,988
VANGUARD INDEX FDS39,88339,568-31512,794,86514,641,7424.34%+1,846,877
GALLAGHER ARTHUR J & CO(AJG)07,960+7,96001,827,3770.54%+1,827,377
VANGUARD INSTL INDEX FD022,510+22,51001,703,5570.51%+1,703,557
ALPHABET INC(GOOG)25,96325,653-3107,465,9209,167,6132.72%+1,701,693
SYSCO CORP(SYY)164,306159,465-4,84111,719,94713,328,0853.95%+1,608,138
AMERICAN EXPRESS CO(AXP)41,21441,139-7512,466,41113,915,2674.13%+1,448,856
UNITEDHEALTH GROUP INC(UNH)7,5157,455-602,033,4843,098,5220.92%+1,065,038
THOR INDS INC(THO)21,75135,491+13,7401,737,6872,667,5040.79%+929,817
ROBERT HALF INC.(RHI)153,425153,375-503,896,9954,708,6131.40%+811,618
BERKSHIRE HATHAWAY INC DEL165,562160,087-5,47579,337,31080,105,93423.76%+768,624
VERSIGENT PLC(VGNT)017,623+17,6230740,3420.22%+740,342
GOLDMAN SACHS GROUP INC(GS)7,9447,314-6306,720,5457,397,1602.19%+676,615
MARRIOTT VACATIONS WORLDWIDE(VAC)17,36017,260-1001,130,4831,758,4490.52%+627,966
PULTE GROUP INC(PHM)32,19231,942-2503,786,1014,382,7621.30%+596,661
ISHARES TR05,100+5,1000513,4170.15%+513,417
APPLE INC(AAPL)12,06512,066+13,062,0783,491,5311.04%+429,453
VANGUARD SCOTTSDALE FDS38,48045,950+7,4702,291,4842,710,1310.80%+418,647
CDW CORP(CDW)26,53025,800-7303,210,6613,628,5121.08%+417,851
CARLISLE COS INC(CSL)5,7556,420+6651,919,9832,328,8550.69%+408,872
ISHARES TR03,780+3,7800364,6190.11%+364,619
ISHARES INC4,3754,3750538,169883,3130.26%+345,144
QUALCOMM INC(QCOM)5,2185,2180671,963964,2630.29%+292,300
VANGUARD INDEX FDS10,94210,892-502,377,1502,646,6470.78%+269,497
CANNAE HLDGS INC84,68384,163-520962,8461,211,9470.36%+249,101
DISNEY WALT CO(DIS)43,15045,681+2,5314,158,7974,396,7511.30%+237,954
ABBVIE INC(ABBV)0907+9070228,2370.07%+228,237
PHILIP MORRIS INTL INC(PM)14,64114,631-102,420,7432,646,8950.79%+226,152
GE AEROSPACE(GE)0591+5910220,8750.07%+220,875
VANGUARD INDEX FDS0659+6590201,8520.06%+201,852
ISHARES INC02,426+2,4260200,9700.06%+200,970
BANK OF AMER CORP23,53923,53901,147,5261,341,2520.40%+193,726
CATERPILLAR INC(CAT)482483+1341,810514,6250.15%+172,815
VANGUARD INDEX FDS2,10012,600+10,500917,2591,085,3640.32%+168,105
CISCO SYS INC(CSCO)3,8003,8000294,842446,3480.13%+151,506
VANGUARD INDEX FDS3,5663,556-10934,0071,077,8950.32%+143,888
CRAWFORD & CO121,018119,218-1,8001,206,5491,343,5870.40%+137,038
WELLS FARGO & CO(WFC)44,70544,70503,558,9653,694,4211.10%+135,456
KIMBERLY-CLARK CORP(KMB)8,6908,685-5838,324953,3520.28%+115,028
LABCORP HOLDINGS INC(LH)9,1109,060-502,430,6392,536,8000.75%+106,161
NORFOLK SOUTHN CORP(NSC)3,5463,54601,017,7021,115,5370.33%+97,835
AMCOR PLC25,81325,81301,026,0671,118,9940.33%+92,927
AGCO CORP21,76021,840+802,521,3312,614,2480.78%+92,917
ISHARES TR10,93311,169+236989,7641,078,7020.32%+88,938
AMAZON COM INC(AMZN)2,8002,8000583,156667,3520.20%+84,196
AUTOMATIC DATA PROCESSING IN3,6653,6650744,655820,7770.24%+76,122
VANGUARD INTL EQUITY INDEX F3,8724,776+904209,282285,0800.08%+75,798
ISHARES TR10,05310,0530976,4481,044,3060.31%+67,858
OMNICOM GROUP INC(OMC)38,70140,901+2,2002,914,5722,978,8200.88%+64,248
CHUBB LIMITED5,3705,310-601,750,2441,809,3290.54%+59,085
ENVISTA HOLDINGS CORPORATION(NVST)58,68058,68001,488,7121,546,2180.46%+57,506
VANGUARD INDEX FDS8843,838+2,954253,867309,2270.09%+55,360
DAILY JOURNAL CORP919829-90443,270498,3870.15%+55,117
REGIONS FINANCIAL CORP NEW(RF)13,19313,1930344,601398,4290.12%+53,828
CRAWFORD & CO176,042176,04201,785,0661,836,1180.54%+51,052
MICROSOFT CORP(MSFT)17,40517,40506,442,6276,492,2331.93%+49,606
MERCK & CO INC(MRK)5,6115,6110674,947721,0140.21%+46,067
PINNACLE FINL PARTNERS INC(PNFP)3,0003,0000258,420302,6400.09%+44,220
ISHARES INC8,2798,2790449,632491,6900.15%+42,058
VANGUARD INTL EQUITY INDEX F4,8604,8600364,986407,0250.12%+42,039
ISHARES INC5,9735,9730319,078353,8410.10%+34,763
APTIV PLC(APTV)54,75062,480+7,7303,801,8403,835,0221.14%+33,182
VANGUARD INDEX FDS7247240216,367248,9910.07%+32,624
DBX ETF TR4,8664,8660240,380265,8300.08%+25,450
UNION PAC CORP(UNP)8398390203,558228,2080.07%+24,650
TRUIST FINL CORP(TFC)5,0545,0540232,333251,7910.07%+19,458
ISHARES TR437397-40285,453297,3090.09%+11,856
VANGUARD MALVERN FDS10,95010,9500546,953550,0190.16%+3,066
JOHNSON & JOHNSON(JNJ)2,1102,033-77515,768516,3210.15%+553
J P MORGAN EXCHANGE TRADED F6,0006,0000305,880306,0000.09%+120
ISHARES TR3,0403,0400290,138287,4930.09%-2,645
VANGUARD BD INDEX FDS5,7755,7750452,818449,9300.13%-2,888
VANGUARD CHARLOTTE FDS13,19012,910-280633,780625,2310.19%-8,549
META PLATFORMS INC(META)9759750557,826549,2080.16%-8,618
VANGUARD SCOTTSDALE FDS7,6447,444-200358,886348,4540.10%-10,432
ISHARES TR3,0352,945-90332,970321,8190.10%-11,151
DUKE ENERGY CORP NEW(DUK)2,8822,8820377,369364,8040.11%-12,565
NATIONAL HEALTH INVS INC(NHI)3,1003,1000250,666236,4060.07%-14,260
CONSTELLATION BRANDS INC(STZ)1,8501,8500277,500257,3170.08%-20,183
VANGUARD SCOTTSDALE FDS11,92211,657-265945,057921,2530.27%-23,804
ISHARES TR8,8408,640-200975,582945,4750.28%-30,107
AMERICAN INTL GROUP INC22,78022,560-2201,714,1951,681,3970.50%-32,798
ABBOTT LABORATORIES2,8002,8000287,476254,0720.08%-33,404
RTX CORPORATION(RTX)13,74213,74202,650,8322,607,2700.77%-43,562
PIMCO ETF TR14,21813,658-5601,429,9041,376,8630.41%-53,041
CBRE GROUP INC(CBRE)34,62634,366-2604,690,4384,628,7571.37%-61,681
VANGUARD SCOTTSDALE FDS35,85534,835-1,0202,098,9522,027,3970.60%-71,555
CONOCOPHILLIPS(COP)2,8092,8090370,788292,0240.09%-78,764
CHEVRON CORPORATION(CVX)2,3342,3340482,905386,8840.11%-96,021
TE CONNECTIVITY PLC(TEL)11,20411,104-1002,341,8602,238,6770.66%-103,183
BP PLC(BP)10,44610,4460490,962385,9800.11%-104,982
BRISTOL-MYERS SQUIBB CO(BMY)37,52637,615+892,275,9522,167,3710.64%-108,581
EXXON MOBIL CORP3,8303,8300649,798523,6370.16%-126,161
HUNTSMAN CORP(HUN)73,14072,820-320973,493773,3480.23%-200,145
STATE STR CORP(STT)4,3612,053-2,308551,928348,1890.10%-203,739
ACCENTURE PLC IRELAND3,3533,323-30664,866413,5140.12%-251,352
BANK OF NY MELLON CORP58,34745,734-12,6136,921,7056,613,5941.96%-308,111
ISHARES TR3,7800-3,780350,5570-350,557
WALMART INC(WMT)41,36740,951-4165,141,0914,638,1101.38%-502,981
ISHARES TR5,1000-5,100513,3660-513,366
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