Portfolio (Quarterly) Guide ↗

SHAYNE & JACOBS, LLC

· CIK 0001484085

13F Portfolio $337M AUM 129 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 10 New 12 Added 37 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	AMCOR PLC	—	129,101	$1.1M	0.33%	SOLD
2	PNFP	PINNACLE FINL PARTNERS INC	Financial Services	3,000	$286K	0.09%	SOLD
3	PAYX	PAYCHEX INC	Industrials	2,000	$224K	0.07%	SOLD
4	SYK	STRYKER CORPORATION	Healthcare	585	$206K	0.06%	SOLD

Sector Allocation

Healthcare 24.7%

Financial Services 20.7%

Technology 15.5%

Consumer Defensive 11.5%

Communication Services 9.0%

Industrials 8.0%

Consumer Cyclical 5.6%

Real Estate 3.5%

Energy 0.8%

Basic Materials 0.4%