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Portfolio (Quarterly) Guide ↗

SHAYNE & JACOBS, LLC

· CIK 0001484085
13F Portfolio $323M AUM Filed Nov 5, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 96 New
Page 2 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LH LABCORP HOLDINGS INC Healthcare 9,110.0 $2.6M 0.81% NEW $287.06 -10.9%
22 UNH UNITEDHEALTH GROUP INC Healthcare 7,515.0 $2.6M 0.80% NEW $345.30 +11.0%
23 TEL TE CONNECTIVITY PLC Technology 11,204.0 $2.5M 0.76% NEW $219.53 -8.3%
24 PM PHILIP MORRIS INTL INC Consumer Defensive 14,836.0 $2.4M 0.74% NEW $162.20 +16.3%
25 AGCO AGCO CORP Industrials 21,760.0 $2.3M 0.72% NEW $107.07 +4.7%
26 RTX RTX CORPORATION Industrials 13,812.0 $2.3M 0.71% NEW $167.33 +4.5%
27 VGIT VANGUARD SCOTTSDALE FDS 38,480.0 $2.3M 0.71% NEW $60.03 -2.1%
28 VBR VANGUARD INDEX FDS 10,942.0 $2.3M 0.71% NEW $208.71 +10.6%
29 THO THOR INDS INC Consumer Cyclical 21,851.0 $2.3M 0.70% NEW $103.69 -27.9%
30 VGSH VANGUARD SCOTTSDALE FDS 35,595.0 $2.1M 0.65% NEW $58.85 -1.1%
31 CSL CARLISLE COS INC Industrials 5,775.0 $1.9M 0.59% NEW $328.96 +1.0%
32 AIG AMERICAN INTL GROUP INC Financial Services 22,780.0 $1.8M 0.55% NEW $78.54 +0.1%
33 CWK CRAWFORD & CO Real Estate 176,042.0 $1.7M 0.53% NEW $9.78 +31.1%
34 BMY BRISTOL-MYERS SQUIBB CO Healthcare 37,324.0 $1.7M 0.52% NEW $45.10 +32.0%
35 CNNE CANNAE HLDGS INC Consumer Cyclical 86,766.0 $1.6M 0.49% NEW $18.31 -26.1%
36 CB CHUBB LIMITED Financial Services 5,370.0 $1.5M 0.47% NEW $282.25 +17.0%
37 MINT PIMCO ETF TR 14,218.0 $1.4M 0.44% NEW $100.69 -0.1%
38 CRD-B CRAWFORD & CO 121,018.0 $1.3M 0.40% NEW $10.70 -3.5%
39 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 18,687.0 $1.2M 0.39% NEW $66.56 +11.0%
40 BAC BANK AMERICA CORP Financial Services 23,539.0 $1.2M 0.38% NEW $51.59 -0.2%
Page 2 of 5  ·  96 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 27.6%
Financial Services 20.6%
Consumer Defensive 12.5%
Technology 12.4%
Communication Services 8.0%
Industrials 7.6%
Consumer Cyclical 5.6%
Real Estate 4.2%
Energy 0.8%
Basic Materials 0.4%