Q1 2026 · 13F-HR
Mayar Capital Ltd.holdings as filed
Filed 2026-05-07 · accession 0001858699-26-000002
$83.9M
Reported value
16
Positions
2026-03-31
Period end
The Brief · Mayar Capital Ltd. · Q1 2026
AI · grounded in 13F
Mayar Capital Ltd. established a new position in Middleby Corp MIDD worth $3.74M, the largest addition to its $83.88M portfolio. The fund also opened new stakes in Toast Inc-Class A TOST for $3.64M and Microsoft Corp MSFT for $1.91M. On the selling side, the fund trimmed its holding in Johnson & Johnson JNJ by 94.75%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 49177J102 | KVUE | KENVUE INC | $12.5M | 14.9% | 726,716 | Common | SOLE |
| 109194100 | BFAM | BRIGHT HORIZONS FAM SOL IN D | $11.0M | 13.2% | 134,534 | Common | SOLE |
| 92826C839 | V | VISA INC | $9.0M | 10.7% | 29,640 | Common | SOLE |
| 911312106 | UPS | UNITED PARCEL SERVICE INC | $8.8M | 10.5% | 89,420 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $7.9M | 9.40% | 149,200 | Common | SOLE |
| 83444M101 | SOLV | SOLVENTUM CORP | $7.0M | 8.30% | 106,590 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $6.0M | 7.17% | 12,042 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $5.9M | 7.08% | 35,250 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $3.8M | 4.58% | 84,972 | Common | SOLE |
| 596278101 | MIDD | MIDDLEBY CORP | $3.7M | 4.46% | 28,200 | Common | SOLE |
| 888787108 | TOST | TOAST INC-CLASS A | $3.6M | 4.34% | 137,300 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $1.9M | 2.28% | 5,160 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $976,610 | 1.16% | 2,038 | Common | SOLE |
| 504922105 | LH | LABORATORY CORP AMER HLDGS | $974,657 | 1.16% | 3,653 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $401,126 | 0.48% | 1,641 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $266,780 | 0.32% | 930 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.