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Midas Edge

13-F holdings, Q3 2026

Shayne & Jacobs, LLC

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$334.9M
Positions
100
Filed
Data as of

These holdings are as of , 41 days ago.

13-Fs for Q4 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. BRK-B$79.4M
    159,485 shares23.7% of the book
  2. HCA$39M
    91,506 shares11.7% of the book
  3. VTI$15M
    40,213 shares4.5% of the book
  4. SYY$12.4M
    158,888 shares3.7% of the book
  5. AXP$12.3M
    40,479 shares3.7% of the book
  6. BRK-A$11.2M
    15 shares3.3% of the book
  7. FTI$9.3M
    136,315 shares2.8% of the book
  8. GOOGL$8.7M
    25,425 shares2.6% of the book
  9. MSFT$8.7M
    16,993 shares2.6% of the book
  10. AMAT$7.2M
    14,059 shares2.1% of the book

What changed this quarter

2 new positions and 3 sold out, against Q2 2026. A buy or sell is the change in shares at the Q3 2026 price, with Q2 2026 shares adjusted for stock splits.

Largest buys

  • ACM

    AECOM

    +$1.8M

    New

  • AGCO

    AGCO CORP

    +$1.2M

    +48.5% shares

  • CSL

    CARLISLE COS INC

    +$678.2K

    +32.8% shares

  • APTV

    APTIV PLC

    +$517.5K

    +19.3% shares

  • THO

    THOR INDS INC

    +$262.4K

    +10.7% shares

Largest sells

  • FTI

    TECHNIPFMC PLC

    −$980.8K

    -9.6% shares

  • AMAT

    APPLIED MATLS INC

    −$690.4K

    -8.8% shares

  • CNNE

    CANNAE HLDGS INC

    −$678.8K

    -52.6% shares

  • VBR

    VANGUARD INDEX FDS

    −$369.6K

    -14.7% shares

  • BRK-B

    BERKSHIRE HATHAWAY INC DEL

    −$299.8K

    -0.4% shares

What was sold out, by size

  • 3 small, between 0.015% and 0.25%

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.