Long-term investor
Shayne & Jacobs, LLC @shaynejacobsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001484085).
Record
- Tracked since 2025-06-30 (446 days), 37 trades recorded
- Returns: week n/a · month n/a · 90 days +3.8% · 6 months n/a · 1 year +10.7% · all +10.7%
- Max drawdown n/a · win rate 38% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BRK-B · 23.8% · long · since 2025-06-30
- HCA · 10.6% · long · since 2025-06-30
- 922908769 · 4.3% · long · since 2025-06-30
- AXP · 4.1% · long · since 2025-06-30
- SYY · 4.0% · long · since 2025-06-30
- 084670108 · 3.3% · long · since 2025-06-30
- AMAT · 3.3% · long · since 2025-06-30
- FTI · 3.0% · long · since 2025-06-30
- GOOGL · 2.7% · long · since 2025-06-30
- GS · 2.2% · long · since 2025-06-30
- 064058100 · 2.0% · long · since 2025-06-30
- MSFT · 1.9% · long · since 2025-06-30