Mayar Capital Ltd.
- SEC CIK
- 0001858699
- Latest filing
- Jul 22, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 22, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 16
- 0 vs. Q1 2026
- Portfolio value
- $89.1M
- +$5.26M (+6.3%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| KVUEKenvue Inc. | Stock | 676,116 | $12.9M | 14.5% | −50,600−7.0% | Reduced | History |
| VVisa Inc. | Stock | 27,600 | $9.47M | 10.6% | −2,040−6.9% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 83,220 | $8.95M | 10.0% | −6,200−6.9% | Reduced | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 125,234 | $8.88M | 10.0% | −9,300−6.9% | Reduced | History |
| MAMastercard Inc | Stock | 16,602 | $8.53M | 9.6% | +4,560+37.9% | Added | History |
| NKENIKE, Inc. | Stock | 198,000 | $8.13M | 9.1% | +48,800+32.7% | Added | History |
| SOLVSolventum Corp | Stock | 99,190 | $7.65M | 8.6% | −7,400−6.9% | Reduced | History |
| TOSTToast, Inc. | Stock | 258,200 | $7.18M | 8.1% | +120,900+88.1% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 38,470 | $6.86M | 7.7% | −842,780−95.6% | ReducedConverted for a 25-for-1 split | History |
| MIDDMIDDLEBY Corp | COM | 26,200 | $4.51M | 5.1% | −2,000−7.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 4,800 | $1.79M | 2.0% | −360−7.0% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 38,672 | $1.67M | 1.9% | −46,300−54.5% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,038 | $1.02M | 1.1% | 00.0% | Unchanged | History |
| LHLabcorp Holdings Inc. | Stock | 3,413 | $955.6K | 1.1% | −240−6.6% | Reduced | History |
| JNJJohnson & Johnson | Stock | 1,641 | $416.8K | 0.5% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 630 | $222.6K | 0.2% | −300−32.3% | Reduced | History |