SEC 13F Intelligence

Shayne & Jacobs, LLC / AMAT

Shayne & Jacobs, LLC’s Applied Matls Inc Position

Does Shayne & Jacobs, LLC own Applied Matls Inc (AMAT)? Yes — 15.4K shares worth $11M (+3.30% of its 13F portfolio) as of Q2 2026, down from 20.4K shares the prior filed quarter.

Position Value
$11M
Q2 2026
Shares
15.4K
% of Portfolio
+3.30%
Quarters Held
12
currently held

Position History AMAT

Reported value by quarter
Q3 ’23: $4MQ3 ’23Q4 ’23: $4MQ1 ’24: $5MQ1 ’24Q2 ’24: $6MQ3 ’24: $5MQ3 ’24Q4 ’24: $4MQ1 ’25: $3MQ1 ’25Q2 ’25: $4MQ3 ’25: $5MQ3 ’25Q4 ’25: $6MQ1 ’26: $7MQ1 ’26Q2 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202615.4K$11M+3.30%
Q1 202620.4K$7M+2.16%
Q4 202522.5K$6M+1.75%
Q3 202522.5K$5M+1.43%
Q2 202522.5K$4M+1.36%
Q1 202522.5K$3M+0.80%
Q4 202421.7K$4M+0.92%
Q3 202422.7K$5M+1.15%
Q2 202423.7K$6M+1.55%
Q1 202423.7K$5M+1.33%
Q4 202325.7K$4M+1.29%
Q3 202326.1K$4M+1.20%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Shayne & Jacobs, LLC’s full portfolio or all institutional holders of AMAT.