Q2 2026 · 13F-HR
Mayar Capital Ltd.holdings as filed
Filed 2026-07-22 · accession 0001858699-26-000003
$89.1M
Reported value
16
Positions
2026-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 49177J102 | KVUE | KENVUE INC | $12.9M | 14.5% | 676,116 | Common | SOLE |
| 92826C839 | V | VISA INC | $9.5M | 10.6% | 27,600 | Common | SOLE |
| 911312106 | UPS | UNITED PARCEL SERVICE INC | $8.9M | 10.0% | 83,220 | Common | SOLE |
| 109194100 | BFAM | BRIGHT HORIZONS FAM SOL IN D | $8.9M | 9.96% | 125,234 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $8.5M | 9.57% | 16,602 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $8.1M | 9.12% | 198,000 | Common | SOLE |
| 83444M101 | SOLV | SOLVENTUM CORP | $7.7M | 8.58% | 99,190 | Common | SOLE |
| 888787108 | TOST | TOAST INC-CLASS A | $7.2M | 8.06% | 258,200 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $6.9M | 7.69% | 38,470 | Common | SOLE |
| 596278101 | MIDD | MIDDLEBY CORP | $4.5M | 5.06% | 26,200 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $1.8M | 2.01% | 4,800 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $1.7M | 1.87% | 38,672 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.0M | 1.14% | 2,038 | Common | SOLE |
| 504922105 | LH | LABORATORY CORP AMER HLDGS | $955,640 | 1.07% | 3,413 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $416,765 | 0.47% | 1,641 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $222,598 | 0.25% | 630 | 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.