Mayar Capital Ltd.
- SEC CIK
- 0001858699
- Latest filing
- Jul 22, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 5, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 12
- −1 vs. Q2 2024
- Portfolio value
- $102.8M
- −$4.83M (−4.5%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UPSUnited Parcel Service Inc | Stock | 118,688 | $16.2M | 15.7% | +13,200+12.5% | Added | History |
| GOOGAlphabet Inc. | Stock | 78,166 | $13.1M | 12.7% | −3,600−4.4% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 159,882 | $12.5M | 12.1% | −7,700−4.6% | Reduced | History |
| JNJJohnson & Johnson | Stock | 71,493 | $11.6M | 11.3% | −3,200−4.3% | Reduced | History |
| EAElectronic Arts Inc. | COM | 80,630 | $11.6M | 11.2% | −12,800−13.7% | Reduced | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 68,236 | $9.56M | 9.3% | −67,500−49.7% | Reduced | History |
| VVisa Inc. | Stock | 34,704 | $9.54M | 9.3% | −1,500−4.1% | Reduced | History |
| KVUEKenvue Inc. | Stock | 301,154 | $6.97M | 6.8% | −14,500−4.6% | Reduced | History |
| MAMastercard Inc | Stock | 12,206 | $6.03M | 5.9% | −600−4.7% | Reduced | History |
| LHLabcorp Holdings Inc. | Stock | 18,772 | $4.20M | 4.1% | −900−4.6% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,038 | $938.0K | 0.9% | 00.0% | Unchanged | History |
| SOLVSolventum Corp | Stock | 10,551 | $735.6K | 0.7% | −700−6.2% | Reduced | History |
Sold out since Q2 2024 (1)
Positions held at the end of Q2 2024 that are gone from this filing.