SHAYNE & CO., LLC
RIA/Wealth
SHAYNE & CO., LLC is a RIA/Wealth based in Nashville, TN led by William Edward Jacobs, reporting $561.9M in AUM as of Q3 2025 with 43% Financial Services concentration, 66% concentrated in top 10 holdings, and 27% allocation to BRK.B.
PresidentWilliam Edward Jacobs
- Portfolio Value
- $323.0M
- Positions
- 96
- Top Holding
- BRK.B at 26.51%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SHAYNE & CO., LLC's portfolio (65.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $85.6M | 26.51% | -$296.1K Sold | 0.01% 170.3K shares | |
Medical - Care Facilities Healthcare | $39.0M | 12.08% | -$6.4K Sold | 0.04% 91.5K shares | |
Insurance - Diversified Financial Services | $15.8M | 4.90% | — | 0.00% 21.0 shares | |
ETF ETF | $15.0M | 4.63% | -$206.1K Sold | — 45.6K shares | |
Food Distribution Consumer Defensive | $13.9M | 4.30% | -$126.0K Sold | 0.04% 168.8K shares | |
Financial - Credit Services Financial Services | $13.7M | 4.26% | — | 0.01% 41.4K shares | |
Software - Infrastructure Technology | $9.0M | 2.79% | — | 0.00% 17.4K shares | |
Oil & Gas Equipment & Services Energy | $6.9M | 2.14% | -$50.9K Sold | 0.04% 174.9K shares | |
Internet Content & Information Communication Services | $6.7M | 2.08% | -$36.5K Sold | 0.00% 27.6K shares | |
Asset Management Financial Services | $6.4M | 1.99% | — | 0.01% 59.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SHAYNE & CO., LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+42.77% | |
+27.01% | |
+23.41% | |
+6.94% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-21.82% | |
-6.93% | |
-5.84% | |
-5.01% | |
-4.06% |
Analytics
Portfolio insights and performance metrics for SHAYNE & CO., LLC
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