Shayne & Co. LLC
Shayne & Jacobs, LLC (formerly Shayne & Co., LLC) is an independent SEC-registered investment adviser headquartered in Nashville, Tennessee. Founded originally in 1994 as Shayne & Co. by Jon Shayne and later merging with Jacobs Investment Management, the firm manages separate accounts for individuals, not-for-profit entities, and businesses on a fee-only basis. The company emphasizes a value-oriented investment philosophy, inspired by prominent investors such as Warren Buffett and Bill Ruane.
Investment Strategy
Shayne & Jacobs follows a value investment strategy focused on long-term growth with a risk-averse attitude. The firm seeks to buy common stock in high-quality companies when their prices are reasonable or undervalued. The investment process is based on research and lessons drawn from accomplished value investors, emphasizing careful analysis and a disciplined, patient approach. The firm manages portfolios for individual investors, institutions, and not-for-profit organizations.
Top Holdings
Equity Positions (93)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 27.45% | $83.0M | 170,912 | $134.12 | $485.77 | -$71.3M |
H HCA | HCA HEALTHCARE INC | 11.60% | $35.1M | 91,561 | $245.98 | $383.10 | +$2.1M |
B BRK-A | BERKSHIRE HATHAWAY INC DEL | 5.06% | $15.3M | 21 | $232969.19 | $728800.00 | -$22.2M |
V VTI | VANGUARD INDEX FDS | 4.64% | $14.1M | 46,232 | $86.91 | $303.93 | -$3.0M |
A AXP | AMERICAN EXPRESS CO | 4.36% | $13.2M | 41,390 | $99.61 | $318.98 | -$3.8M |