Titelia

Holdings of SHAYNE & JACOBS, LLC

88 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 66.6 % of the equity sleeve

Sector breakdown

  • Financials 42.0 %
  • Health care 16.2 %
  • Technology 6.8 %
  • Consumer staples 6.7 %
  • Communication 5.0 %
  • Industrials 1.6 %
  • Real estate 1.5 %
  • Funds 0.7 %
  • Energy 0.5 %
  • Consumer discretionary 0.2 %
  • Utilities 0.1 %
  • Unattributed 18.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.8 %
  • GB 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US87302.9M $99.84 %
2GB1491K $0.16 %

Positions

RankCompanySharesValueWeight
1Berkshire Hathaway Inc 165,56279.3M $
2HCA Healthcare Inc 91,50643.3M $
3Berkshire Hathaway Inc 2014.4M $
4Vanguard Total Stock Market ETF 39,88312.8M $
5American Express Co 41,21412.5M $
6Sysco Corp 164,30611.7M $
7Alphabet Inc 25,9637.5M $
8Applied Materials Inc 20,4247M $
9Bank of New York Mellon Corp/The 58,3476.9M $
10Goldman Sachs Group Inc/The 7,9446.7M $
11Microsoft Corp 17,4056.4M $
12Walmart Inc 41,3675.1M $
13CBRE Group Inc 34,6264.7M $
14Walt Disney Co/The 43,1504.2M $
15Robert Half Inc 153,4253.9M $
16PulteGroup Inc 32,1923.8M $
17Wells Fargo & Co 44,7053.6M $
18CDW Corp/DE 26,5303.2M $
19Apple Inc 12,0653.1M $
20Omnicom Group Inc 38,7012.9M $
21RTX Corp 13,7422.7M $
22AGCO Corp 21,7602.5M $
23Labcorp Holdings Inc 9,1102.4M $
24Philip Morris International Inc. 14,6412.4M $
25Vanguard Index Funds 10,9422.4M $
26Vanguard Scottsdale Funds 38,4802.3M $
27Bristol-Myers Squibb Co 37,5262.3M $
28Vanguard Scottsdale Funds 35,8552.1M $
29UnitedHealth Group Inc 7,5152M $
30Carlisle Cos Inc 5,7551.9M $
31Crawford & Co 176,0421.8M $
32Thor Industries Inc 21,7511.7M $
33American International Group Inc 22,7801.7M $
34Envista Holdings Corp 58,6801.5M $
35PIMCO Enhanced Short Maturity 14,2181.4M $
36Crawford & Co 121,0181.2M $
37Bank of America Corp 23,5391.1M $
38Marriott Vacations Worldwide Corp 17,3601.1M $
39Norfolk Southern Corp 3,5461M $
40iShares Core MSCI EAFE ETF 10,933989.8K $
41iShares MSCI EAFE ETF 10,053976.4K $
42iShares TIPS Bond ETF 8,840975.6K $
43Huntsman Corp 73,140973.5K $
44Cannae Holdings Inc 84,683962.8K $
45VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 11,922945.1K $
46Vanguard Small-Cap ETF 3,566934K $
47Vanguard Growth ETF 2,100917.3K $
48Kimberly-Clark Corp 8,690838.3K $
49Automatic Data Processing Inc 3,665744.7K $
50Merck & Co Inc 5,611674.9K $
51QUALCOMM Inc 5,218672K $
52Exxon Mobil Corp 3,830649.8K $
53Vanguard Charlotte Funds 13,190633.8K $
54Amazon.com Inc 2,800583.2K $
55Meta Platforms Inc 975557.8K $
56State Street Corp 4,361551.9K $
57Vanguard Malvern Funds 10,950547K $
58iShares MSCI South Korea ETF 4,375538.2K $
59Johnson & Johnson 2,110515.8K $
60iShares Trust 5,100513.4K $
61BP PLC 10,446491K $
62Chevron Corp 2,334482.9K $
63Vanguard Short-term Bond Etf 5,775452.8K $
64Ishares Inc 8,279449.6K $
65Daily Journal Corp 919443.3K $
66Duke Energy Corp 2,882377.4K $
67ConocoPhillips 2,809370.8K $
68Vanguard FTSE All-World ex-US ETF 4,860365K $
69Vanguard Scottsdale Funds 7,644358.9K $
70iShares MSCI USA Min Vol Factor ETF 3,780350.6K $
71Regions Financial Corp 13,193344.6K $
72Caterpillar Inc 482341.8K $
73iShares Trust 3,035333K $
74Ishares Inc 5,973319.1K $
75JPMorgan Ultra-Short Municipal Income ETF 6,000305.9K $
76Cisco Systems, Inc. 3,800294.8K $
77iShares Trust 3,040290.1K $
78Abbott Laboratories 2,800287.5K $
79iShares Core S&P 500 ETF 437285.5K $
80Constellation Brands Inc 1,850277.5K $
81Pinnacle Financial Partners Inc 3,000258.4K $
82Vanguard Mid-Cap ETF 884253.9K $
83National Health Investors Inc 3,100250.7K $
84Xtrackers MSCI EAFE Hedged Equ 4,866240.4K $
85Truist Financial Corp 5,054232.3K $
86Vanguard Large-Cap ETF 724216.4K $
87Vanguard International Equity Index Funds 3,872209.3K $
88Union Pacific Corp 839203.6K $