Institutional
Mayar Capital Ltd.
CIK 0001858699
$89.1M
Reported AUM
16
Positions
Q2 2026
Period
2026-07-22
Filed
Editorial summary
Summary for Mayar Capital Ltd. · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | KVUE | KENVUE INC | $19.31 | -2.43% | -4.07% | -15.37% | $12.9M | 14.49% | — | HELD |
| 2 | V | VISA INC | $366.40 | -0.63% | 8.37% | 65.12% | $9.5M | 10.62% | — | HELD |
| 3 | UPS | UNITED PARCEL SERVICE INC | $105.27 | 0.68% | 33.15% | -32.91% | $8.9M | 10.04% | — | HELD |
| 4 | BFAM | BRIGHT HORIZONS FAM SOL IN D | $77.95 | -5.72% | -33.91% | -43.28% | $8.9M | 9.96% | — | HELD |
| 5 | MA | MASTERCARD INCORPORATED | $577.65 | 2.54% | 1.24% | 67.59% | $8.5M | 9.57% | — | HELD |
| 6 | NKE | NIKE INC | $42.29 | -2.15% | -42.87% | -72.69% | $8.1M | 9.12% | — | HELD |
| 7 | SOLV | SOLVENTUM CORP | $86.82 | -1.95% | 21.22% | 33.75% | $7.7M | 8.58% | — | HELD |
| 8 | TOST | TOAST INC-CLASS A | $32.84 | 0.74% | -31.70% | -40.12% | $7.2M | 8.06% | — | HELD |
| 9 | BKNG | BOOKING HOLDINGS INC | $193.24 | -4.00% | -5.78% | 123.48% | $6.9M | 7.69% | — | HELD |
| 10 | MIDD | MIDDLEBY CORP | $133.32 | 0.23% | 16.66% | -9.62% | $4.5M | 5.06% | — | HELD |
| 11 | MSFT | MICROSOFT CORP | $451.14 | 15.52% | -13.24% | 55.41% | $1.8M | 2.01% | — | HELD |
| 12 | PYPL | PAYPAL HLDGS INC | $57.65 | -1.20% | -12.30% | -79.61% | $1.7M | 1.87% | — | HELD |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $1.0M | 1.14% | — | HELD |
| 14 | LH | LABORATORY CORP AMER HLDGS | $315.53 | 2.73% | 17.58% | 22.84% | $956K | 1.07% | — | HELD |
| 15 | JNJ | JOHNSON & JOHNSON | $255.84 | -3.65% | 56.99% | 69.37% | $417K | 0.47% | — | HELD |
| 16 | GOOG | ALPHABET INC | $333.53 | -0.66% | 77.27% | 132.86% | $223K | 0.25% | — | HELD |
Source: SEC EDGAR · accession 0001858699-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.