Mayar Capital Ltd.
- SEC CIK
- 0001858699
- Latest filing
- Jul 22, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Jan 28, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 12
- 0 vs. Q3 2021
- Portfolio value
- $105.5M
- +$12.9M (+13.9%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UPSUnited Parcel Service Inc | Stock | 73,800 | $15.8M | 15.0% | +3,437+4.9% | Added | History |
| JNJJohnson & Johnson | Stock | 87,879 | $15.0M | 14.2% | +4,029+4.8% | Added | History |
| EAElectronic Arts Inc. | COM | 95,590 | $12.6M | 11.9% | +11,270+13.4% | Added | History |
| VVisa Inc. | Stock | 50,984 | $11.0M | 10.5% | +25,683+101.5% | Added | History |
| VNTVontier Corp | Stock | 325,749 | $10.0M | 9.5% | +15,154+4.9% | Added | History |
| LHLabcorp Holdings Inc. | COM NEW | 30,734 | $9.66M | 9.1% | −6,482−17.4% | Reduced | History |
| DBXDropbox, Inc. | CL A | 365,304 | $8.96M | 8.5% | +183,608+101.1% | Added | History |
| GOOGAlphabet Inc. | Stock | 2,782 | $8.05M | 7.6% | +121+4.5% | Added | History |
| Discovery Inc25470F302 | COM SER C | 303,863 | $6.96M | 6.6% | +14,205+4.9% | Added | – |
| MAMastercard Inc | Stock | 17,540 | $6.30M | 6.0% | +812+4.9% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,038 | $609.0K | 0.6% | 00.0% | Unchanged | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 5,306 | $485.0K | 0.5% | −16,300−75.4% | Reduced | – |