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Shayne & Co., LLC

SEC CIK
0001484085
Latest filing
Jul 7, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Oct 27, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
36
−1 vs. Q2 2021
Portfolio value
$173.2M
−$5.06M (−2.8%) vs. Q2 2021
Filed
Oct 27, 2021
SEC
Holdings of Shayne & Co., LLC in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock274,486$74.9M43.3%−5,816−2.1%ReducedHistory
SYYSysco CorpStock337,929$26.5M15.3%−3,036−0.9%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF96,270$21.4M12.3%−7,057−6.8%Reduced–
BRK.ABerkshire Hathaway IncCL A40$16.5M9.5%00.0%UnchangedHistory
AXPAmerican Express CoStock44,650$7.48M4.3%−1,000−2.2%ReducedHistory
MSFTMicrosoft CorpStock16,398$4.62M2.7%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock63,335$2.94M1.7%00.0%UnchangedHistory
BNYBank of New York Mellon CorpStock40,263$2.09M1.2%+4,153+11.5%AddedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF10,839$1.83M1.1%00.0%Unchanged–
ORCLOracle CorpStock17,538$1.53M0.9%−1,847−9.5%ReducedHistory
RTXRTX CorpStock13,608$1.17M0.7%−736−5.1%ReducedHistory
GSGoldman Sachs Group IncStock3,075$1.16M0.7%00.0%UnchangedHistory
DJCODaily Journal CorpCOM2,702$866.0K0.5%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock8,599$815.0K0.5%00.0%UnchangedHistory
ADPAutomatic Data Processing IncStock3,992$798.0K0.5%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock2,800$670.0K0.4%00.0%UnchangedHistory
TFCTruist Financial CorpCOM11,184$656.0K0.4%00.0%UnchangedHistory
iShares Inc46434G830MSCI ITALY ETF19,239$609.0K0.4%00.0%Unchanged–
CARRCarrier Global CorpStock11,310$585.0K0.3%−736−6.1%ReducedHistory
iShares Inc464286764MSCI SPAIN ETF21,370$576.0K0.3%00.0%Unchanged–
iShares Inc464286772MSCI STH KOR ETF6,802$549.0K0.3%00.0%Unchanged–
OTISOtis Worldwide CorpStock5,655$465.0K0.3%−368−6.1%ReducedHistory
BACBank of America CorpStock10,700$454.0K0.3%00.0%UnchangedHistory
WMTWalmart Inc.Stock3,074$428.0K0.2%00.0%UnchangedHistory
iShares Tr46429B606MSCI POLAND ETF19,133$419.0K0.2%00.0%Unchanged–
Vanguard Morningstar Large-Cap ETF922908637ETF2,070$416.0K0.2%00.0%Unchanged–
STTState Street CorpCOM4,428$375.0K0.2%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock2,800$331.0K0.2%00.0%UnchangedHistory
RFRegions Financial CorpCOM13,850$295.0K0.2%00.0%UnchangedHistory
JNJJohnson & JohnsonStock1,800$291.0K0.2%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock5,000$272.0K0.2%−500−9.1%ReducedHistory
BMYBristol Myers Squibb CoStock4,518$267.0K0.2%+29+0.6%AddedHistory
Vanguard Morningstar Value ETF922908744ETF1,878$254.0K0.1%00.0%Unchanged–
DUKDuke Energy CORPStock2,500$244.0K0.1%00.0%UnchangedHistory
PAYXPaychex IncStock2,000$225.0K0.1%00.0%UnchangedHistory
CVXChevron CorpStock2,000$203.0K0.1%00.0%UnchangedHistory

Sold out since Q2 2021 (1)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Shayne & Co., LLC sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
NHINational Health Investors IncCOM3,100$208.0K0.1%History