Mayar Capital Ltd.
- SEC CIK
- 0001858699
- Latest filing
- Jul 22, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Jul 26, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 13
- 0 vs. Q1 2021
- Portfolio value
- $94.5M
- +$6.64M (+7.6%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UPSUnited Parcel Service Inc | Stock | 65,613 | $13.6M | 14.4% | −854−1.3% | Reduced | History |
| LHLabcorp Holdings Inc. | COM NEW | 44,291 | $12.2M | 12.9% | −607−1.4% | Reduced | History |
| JNJJohnson & Johnson | Stock | 73,878 | $12.2M | 12.9% | −1,022−1.4% | Reduced | History |
| EAElectronic Arts Inc. | COM | 84,320 | $12.1M | 12.8% | +2,826+3.5% | Added | History |
| JWNNordstrom Inc | Stock | 254,400 | $9.30M | 9.8% | −3,221−1.3% | Reduced | History |
| Discovery Inc25470F302 | COM SER C | 289,658 | $8.39M | 8.9% | +72,669+33.5% | Added | – |
| GOOGAlphabet Inc. | Stock | 2,661 | $6.67M | 7.1% | −34−1.3% | Reduced | History |
| VNTVontier Corp | Stock | 181,089 | $5.90M | 6.2% | +181,089 | New | History |
| MAMastercard Inc | Stock | 12,590 | $4.60M | 4.9% | −177−1.4% | Reduced | History |
| MMM3M Co | Stock | 22,893 | $4.55M | 4.8% | −289−1.2% | Reduced | History |
| VVisa Inc. | Stock | 18,389 | $4.30M | 4.6% | −235−1.3% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,038 | $566.0K | 0.6% | +2,038 | New | History |
| PEPPepsiCo Inc | Stock | 300 | $44.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2021 (2)
Positions held at the end of Q1 2021 that are gone from this filing.