Shayne & Jacobs Investment Activity Q1 2026
This quarter, Shayne & Jacobs held a portfolio valued at $333 million and maintained significant positions in Financial Services stocks like BRK-B.
Portfolio Overview
The investment strategy of Shayne & Jacobs, Llc, as of June 30th, 2026, resulted in a total portfolio value of $333.3 million. The firm maintained its largest position in Berkshire Hathaway Inc (BRK-B) with an allocation of 23.76%, followed by other substantial holdings like HCA Healthcare and SYSCO Corp.
Significant Purchases
Shayne & Jacobs, Llc demonstrated notable buying activity during this quarter:
- They significantly increased their stake in Thor Industries Inc (G87110105) by approximately 63.2%, adding over 13,000 shares.
- The investment firm also made a substantial purchase of American Express Co (AXP), acquiring an additional 75 shares to boost its position.
- They added positions in Vanguard SCS Technology ETF (VGIT) and Vanguard Total Stock Market ETF (VO), although these additions were relatively smaller compared to their overall portfolio size.
Substantial Sales
The most significant sale by Shayne & Jacobs, Llc during this period was the disposal of State Street Corp (STT). They sold approximately 2,308 shares, representing a nearly -53% change in their stake over the quarter.
New Holdings and Minor Changes
This quarter also saw the introduction of several new holdings:
- Bank of NY Mellon Corp (BK) was added to the portfolio, though Shayne & Jacobs subsequently sold shares in this holding.
- A Gallagher Arthur J & Co Inc. position (AJG) was initiated and remained unchanged throughout the quarter.
- Other minor changes included a significant increase in shares of Bank of NY Mellon Corp (BK) from prior period levels, despite initial addition being noted separately.
Trends and Insights
The overall portfolio allocation shows Shayne & Jacobs heavily weighted towards Financial Services, which accounted for approximately 40.1% of the total value as of June 30th. Their significant purchases suggest confidence in certain sectors or specific companies like Thor Industries Inc (G87110105) and American Express Co (AXP).
Conversely, the large sale of State Street Corp (STT) indicates a strategic decision to exit that position. The firm also engaged in buying index funds like VUG and VGIT alongside individual stocks such as AXP.