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Portfolio (Quarterly) Guide ↗

SHAYNE & JACOBS, LLC

· CIK 0001484085
13F Portfolio $330M AUM 117 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1 New 4 Added 23 Reduced 2 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVV ISHARES TR 446.0 $305K 0.09% -4.0 -0.9% $684.94 +8.9%
22 TFC TRUIST FINL CORP Financial Services 5,054.0 $249K 0.07% -30.0 -0.6% $49.21 -2.5%
23 GE GE AEROSPACE Industrials 675.0 $208K 0.06% -32.0 -4.5% $308.03 -2.0%
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 28.7%
Financial Services 21.7%
Technology 12.3%
Consumer Defensive 11.0%
Communication Services 8.5%
Industrials 7.2%
Consumer Cyclical 4.9%
Real Estate 4.2%
Energy 0.8%
Basic Materials 0.4%