Mayar Capital Ltd.
- SEC CIK
- 0001858699
- Latest filing
- Jul 22, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Jan 31, 2022. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 12
- −1 vs. Q2 2021
- Portfolio value
- $92.7M
- −$1.81M (−1.9%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| JNJJohnson & Johnson | Stock | 83,850 | $13.5M | 14.6% | +9,972+13.5% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 70,363 | $12.8M | 13.8% | +4,750+7.2% | Added | History |
| EAElectronic Arts Inc. | COM | 84,320 | $12.0M | 12.9% | 00.0% | Unchanged | History |
| LHLabcorp Holdings Inc. | COM NEW | 37,216 | $10.5M | 11.3% | −7,075−16.0% | Reduced | History |
| VNTVontier Corp | Stock | 310,595 | $10.4M | 11.3% | +129,506+71.5% | Added | History |
| GOOGAlphabet Inc. | Stock | 2,661 | $7.09M | 7.7% | 00.0% | Unchanged | History |
| Discovery Inc25470F302 | COM SER C | 289,658 | $7.03M | 7.6% | 00.0% | Unchanged | – |
| MAMastercard Inc | Stock | 16,728 | $5.82M | 6.3% | +4,138+32.9% | Added | History |
| VVisa Inc. | Stock | 25,301 | $5.64M | 6.1% | +6,912+37.6% | Added | History |
| DBXDropbox, Inc. | CL A | 181,696 | $5.31M | 5.7% | +181,696 | New | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 21,606 | $1.98M | 2.1% | +21,606 | New | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,038 | $556.0K | 0.6% | 00.0% | Unchanged | History |
Sold out since Q2 2021 (3)
Positions held at the end of Q2 2021 that are gone from this filing.