SHAYNE & CO., LLC

data from 30/09/2025

Capitalization

$ 323.029 M 6.79 %

Average holding period

16 ans

Performance

$ 275.688 M 30 057.60 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in SHAYNE & CO., LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 26.51% 85.628 M $ 170323 2013/06/30 2.900 M $ 3.49 %
2025/09/30 HCA HCA HEALTHCARE INC 12.08% 39.017 M $ 91546 2023/09/30 3.946 M $ 11.25 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 4.90% 15.838 M $ 21 2013/06/30 533.400 K $ 3.49 %
2025/09/30 VTI VANGUARD INDEX FDS 4.63% 14.966 M $ 45604 2013/06/30 1.121 M $ 7.98 %
2025/09/30 SYY SYSCO CORP 4.30% 13.897 M $ 168774 2013/06/30 1.124 M $ 8.71 %
2025/09/30 AXP AMERICAN EXPRESS CO 4.26% 13.748 M $ 41390 2013/06/30 545.520 K $ 4.13 %
2025/09/30 MSFT MICROSOFT CORP 2.79% 9.015 M $ 17404 2013/06/30 357.478 K $ 4.13 %
2025/09/30 FTI TECHNIPFMC PLC 2.14% 6.898 M $ 174855 2023/09/30 882.486 K $ 14.55 %
2025/09/30 GOOGL ALPHABET INC 2.08% 6.709 M $ 27597 2023/09/30 1.855 M $ 37.94 %
2025/09/30 BK BANK NEW YORK MELLON CORP 1.99% 6.444 M $ 59137 2020/09/30 1.056 M $ 19.59 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 1.99% 6.415 M $ 8056 2019/06/30 724.393 K $ 12.52 %
2025/09/30 CBRE CBRE GROUP INC 1.70% 5.483 M $ 34801 2023/09/30 607.975 K $ 12.45 %
2025/09/30 AMAT APPLIED MATLS INC 1.43% 4.611 M $ 22520 2023/09/30 488.008 K $ 11.84 %
2025/09/30 WMT WALMART INC 1.35% 4.349 M $ 42202 2013/06/30 223.301 K $ 5.40 %
2025/09/30 PHM PULTE GROUP INC 1.32% 4.254 M $ 32192 2023/09/30 858.560 K $ 25.29 %
2025/09/30 RHI ROBERT HALF INC. 1.24% 4.021 M $ 118349 2023/09/30 -586.053 K $ -17.22 %
2025/09/30 WFC WELLS FARGO CO NEW 1.22% 3.937 M $ 46969 2016/12/31 173.785 K $ 4.62 %
2025/09/30 OMC OMNICOM GROUP INC 1.03% 3.340 M $ 40971 2023/09/30 396.268 K $ 13.33 %
2025/09/30 DIS DISNEY WALT CO 1.02% 3.280 M $ 28650 2023/09/30 -272.461 K $ -7.67 %
2025/09/30 AAPL APPLE INC 0.93% 2.998 M $ 11775 2023/09/30 582.342 K $ 24.11 %
2025/09/30 LH LABCORP HOLDINGS INC 0.81% 2.615 M $ 9110 2024/06/30 223.650 K $ 9.35 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.80% 2.595 M $ 7515 2023/09/30 251.641 K $ 10.68 %
2025/09/30 TEL TE CONNECTIVITY PLC 0.76% 2.460 M $ 11204 2024/09/30 584.584 K $ 30.15 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.74% 2.406 M $ 14836 2013/06/30 -281.730 K $ -10.94 %
2025/09/30 AGCO AGCO CORP 0.72% 2.330 M $ 21760 2024/06/30 85.081 K $ 3.79 %
2025/09/30 RTX RTX CORPORATION 0.72% 2.311 M $ 13812 2020/06/30 294.333 K $ 14.59 %
2025/09/30 VGIT VANGUARD SCOTTSDALE FDS 0.72% 2.310 M $ 38480 2023/09/30 6.859 K $ 0.37 %
2025/09/30 VBR VANGUARD INDEX FDS 0.71% 2.284 M $ 10942 2020/09/30 148.877 K $ 7.03 %
2025/09/30 THO THOR INDS INC 0.70% 2.266 M $ 21851 2023/09/30 317.702 K $ 16.75 %
2025/09/30 VGSH VANGUARD SCOTTSDALE FDS 0.65% 2.095 M $ 35595 2023/09/30 1.961 K $ 0.12 %
2025/09/30 CSL CARLISLE COS INC 0.59% 1.900 M $ 5775 2023/09/30 -257.529 K $ -11.90 %
2025/09/30 AIG AMERICAN INTL GROUP INC 0.55% 1.789 M $ 22780 2023/09/30 -160.598 K $ -8.24 %
2025/09/30 CRD-B CRAWFORD & CO 0.53% 1.722 M $ 176042 2023/09/30 21.125 K $ 1.15 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.52% 1.683 M $ 37324 2013/12/31 -44.281 K $ -2.57 %
2025/09/30 CNNE CANNAE HLDGS INC 0.49% 1.589 M $ 86766 2023/09/30 -220.385 K $ -12.18 %
2025/09/30 CB CHUBB LIMITED 0.47% 1.516 M $ 5370 2023/09/30 -40.113 K $ -2.58 %
2025/09/30 MINT PIMCO ETF TR 0.44% 1.432 M $ 14218 2023/09/30 2.132 K $ 0.15 %
2025/09/30 CRD-A CRAWFORD & CO 0.40% 1.295 M $ 121018 2023/09/30 14.522 K $ 1.13 %
2025/09/30 VAC MARRIOTT VACATIONS WORLDWIDE 0.39% 1.244 M $ 18687 2023/09/30 -113.119 K $ -7.95 %
2025/09/30 BAC BANK AMERICA CORP 0.38% 1.214 M $ 23539 2013/06/30 100.511 K $ 9.02 %
2025/09/30 NVST ENVISTA HOLDINGS CORPORATION 0.37% 1.195 M $ 58680 2024/03/31 48.704 K $ 4.25 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.36% 1.178 M $ 4015 2013/06/30 -59.823 K $ -4.83 %
2025/09/30 KMB KIMBERLY-CLARK CORP 0.36% 1.163 M $ 9353 2023/09/30 -42.836 K $ -3.55 %
2025/09/30 NSC NORFOLK SOUTHN CORP 0.33% 1.065 M $ 3546 2013/06/30 157.584 K $ 17.36 %
2025/09/30 AMCR AMCOR PLC 0.33% 1.050 M $ 128346 2025/06/30 -129.629 K $ -10.99 %
2025/09/30 VUG VANGUARD INDEX FDS 0.31% 1.007 M $ 2100 2023/09/30 86.541 K $ 9.40 %
2025/09/30 TIP ISHARES TR 0.31% 987.634 K $ 8880 2023/09/30 10.478 K $ 1.07 %
2025/09/30 VCSH VANGUARD SCOTTSDALE FDS 0.30% 975.146 K $ 12200 2023/09/30 5.297 K $ 0.54 %
2025/09/30 IEFA ISHARES TR 0.29% 948.972 K $ 10869 2023/09/30 41.628 K $ 4.59 %
2025/09/30 EFA ISHARES TR 0.29% 938.649 K $ 10053 2023/09/30 40.010 K $ 4.45 %
2025/09/30 QCOM QUALCOMM INC 0.27% 867.945 K $ 5217 2023/09/30 37.040 K $ 4.46 %
2025/09/30 VB VANGUARD INDEX FDS 0.26% 849.295 K $ 3340 2023/09/30 57.782 K $ 7.30 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.26% 826.850 K $ 3353 2023/09/30 -175.328 K $ -17.49 %
2025/09/30 HUN HUNTSMAN CORP 0.23% 757.023 K $ 84301 2023/09/30 -126.527 K $ -13.82 %
2025/09/30 META META PLATFORMS INC 0.23% 745.396 K $ 1015 2024/09/30 -3.765 K $ -0.50 %
2025/09/30 BNDX VANGUARD CHARLOTTE FDS 0.20% 652.377 K $ 13190 2023/09/30 -659.000 $ -0.10 %
2025/09/30 AMZN AMAZON COM INC 0.19% 614.796 K $ 2800 2023/09/30 504.000 $ 0.08 %
2025/09/30 DJCO DAILY JOURNAL CORP 0.17% 557.703 K $ 1199 2016/03/31 51.425 K $ 10.16 %
2025/09/30 VTIP VANGUARD MALVERN FDS 0.17% 554.399 K $ 10950 2023/09/30 3.941 K $ 0.72 %
2025/09/30 BSCP INVESCO EXCH TRD SLF IDX FD 0.17% 544.664 K $ 26325 2023/09/30 263.000 $ 0.05 %
2025/09/30 SGOV ISHARES TR 0.16% 513.570 K $ 5100 2024/06/30 51.000 $ 0.01 %
2025/09/30 STT STATE STR CORP 0.16% 505.920 K $ 4361 2021/03/31 42.170 K $ 9.09 %
2025/09/30 MRK MERCK & CO INC 0.15% 470.931 K $ 5611 2023/09/30 26.764 K $ 6.03 %
2025/09/30 BSV VANGUARD BD INDEX FDS 0.14% 455.705 K $ 5775 2023/09/30 1.212 K $ 0.27 %
2025/09/30 XOM EXXON MOBIL CORP 0.13% 431.833 K $ 3830 2023/09/30 18.958 K $ 4.59 %
2025/09/30 EWP ISHARES INC 0.13% 425.750 K $ 8601 2019/06/30 47.047 K $ 12.42 %
2025/09/30 VMBS VANGUARD SCOTTSDALE FDS 0.12% 393.994 K $ 8390 2023/09/30 5.201 K $ 1.34 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.12% 391.236 K $ 2110 2016/06/30 68.933 K $ 21.39 %
2025/09/30 ABT ABBOTT LABS 0.12% 375.032 K $ 2800 2018/09/30 -5.795 K $ -1.52 %
2025/09/30 USMV ISHARES TR 0.11% 365.338 K $ 3840 2023/09/30 4.876 K $ 1.35 %
2025/09/30 CVX CHEVRON CORP NEW 0.11% 362.447 K $ 2334 2021/03/31 28.241 K $ 8.45 %
2025/09/30 BP BP PLC 0.11% 359.969 K $ 10446 2022/12/31 47.320 K $ 15.14 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.11% 356.648 K $ 2882 2018/09/30 16.686 K $ 4.87 %
2025/09/30 EWY ISHARES INC 0.11% 350.438 K $ 4375 2019/06/30 36.399 K $ 11.59 %
2025/09/30 RF REGIONS FINANCIAL CORP NEW 0.11% 347.899 K $ 13193 2020/03/31 37.600 K $ 12.12 %
2025/09/30 VEU VANGUARD INTL EQUITY INDEX F 0.11% 346.858 K $ 4860 2023/09/30 20.169 K $ 6.17 %
2025/09/30 AGZ ISHARES TR 0.10% 334.973 K $ 3035 2023/09/30 2.033 K $ 0.61 %
2025/09/30 EWI ISHARES INC 0.10% 310.297 K $ 5973 2019/06/30 22.757 K $ 7.91 %
2025/09/30 JMST J P MORGAN EXCHANGE TRADED F 0.09% 306.240 K $ 6000 2023/09/30 719.000 $ 0.24 %
2025/09/30 IVV ISHARES TR 0.09% 301.185 K $ 450 2023/09/30 21.779 K $ 7.80 %
2025/09/30 CSCO CISCO SYS INC 0.09% 294.206 K $ 4300 2018/03/31 -5.279 K $ -1.38 %
2025/09/30 IEF ISHARES TR 0.09% 293.238 K $ 3040 2023/09/30 2.097 K $ 0.72 %
2025/09/30 PNFP PINNACLE FINL PARTNERS INC 0.09% 281.370 K $ 3000 2023/09/30 -49.859 K $ -15.05 %
2025/09/30 VV VANGUARD INDEX FDS 0.08% 269.070 K $ 874 2023/06/30 19.717 K $ 7.91 %
2025/09/30 COP CONOCOPHILLIPS 0.08% 265.703 K $ 2809 2023/09/30 13.623 K $ 5.40 %
2025/09/30 PAYX PAYCHEX INC 0.08% 253.520 K $ 2000 2021/06/30 -37.400 K $ -12.86 %
2025/09/30 NVDA NVIDIA CORPORATION 0.08% 250.645 K $ 1343 2024/03/31 41.255 K $ 18.09 %
2025/09/30 STZ CONSTELLATION BRANDS INC 0.08% 249.140 K $ 1850 2025/03/31 -48.457 K $ -17.22 %
2025/09/30 NHI NATIONAL HEALTH INVS INC 0.08% 246.450 K $ 3100 2024/06/30 29.077 K $ 13.38 %
2025/09/30 TFC TRUIST FINL CORP 0.07% 232.441 K $ 5084 2024/09/30 13.879 K $ 6.35 %
2025/09/30 CAT CATERPILLAR INC 0.07% 229.217 K $ 480 2025/09/30 0.000 $ 0.00 %
2025/09/30 DBEF DBX ETF TR 0.07% 225.880 K $ 4866 2024/06/30 12.992 K $ 6.10 %
2025/09/30 SYK STRYKER CORPORATION 0.07% 216.257 K $ 585 2024/12/31 -15.186 K $ -6.56 %
2025/09/30 GE GE AEROSPACE 0.07% 212.680 K $ 707 2025/09/30 0.000 $ 0.00 %
2025/09/30 ABBV ABBVIE INC 0.07% 210.007 K $ 907 2025/09/30 0.000 $ 0.00 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.06% 209.785 K $ 3872 2025/06/30 19.408 K $ 9.54 %