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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
Page 6 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IEMG ISHARES INC 2,426.0 $201K 0.06% NEW $82.84 -1.3%
Page 6 of 6  ·  101 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 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%