Mayar Capital Ltd.
16 holdingsFiling period: 2026-03-31Current AUM: $91.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | KVUE | KENVUE INC | 726.7K | $12.5M | $14.0M | 15.28% | -- | 2026-03-31 |
| 2 | BFAM | BRIGHT HORIZONS FAM SOL IN D | 134.5K | $11.0M | $10.0M | 10.96% | +53.6K | 2026-03-31 |
| 3 | V | VISA INC | 29.6K | $9.0M | $10.9M | 11.86% | +16.9K | 2026-03-31 |
| 4 | UPS | UNITED PARCEL SERVICE INC | 89.4K | $8.8M | $9.3M | 10.18% | -17,600 | 2026-03-31 |
| 5 | NKE | NIKE INC | 149.2K | $7.9M | $6.2M | 6.80% | -- | 2026-03-31 |
| 6 | SOLV | SOLVENTUM CORP | 106.6K | $7.0M | $9.1M | 9.95% | -- | 2026-03-31 |
| 7 | MA | MASTERCARD INCORPORATED | 12.0K | $6.0M | $6.9M | 7.54% | +10.2K | 2026-03-31 |
| 8 | BKNG | BOOKING HOLDINGS INC | 35.3K | $5.9M | $6.8M | 7.43% | +34.4K | 2026-03-31 |
| 9 | PYPL | PAYPAL HLDGS INC | 85.0K | $3.8M | $4.9M | 5.31% | +11.6K | 2026-03-31 |
| 10 | MIDD | MIDDLEBY CORP | 28.2K | $3.7M | $3.8M | 4.12% | -- | 2026-03-31 |
| 11 | TOST | TOAST INC-CLASS A | 137.3K | $3.6M | $4.4M | 4.84% | -- | 2026-03-31 |
| 12 | MSFT | MICROSOFT CORP | 5.2K | $1.9M | $2.4M | 2.62% | -- | 2026-03-31 |
| 13 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.0K | $976K | $976K | 1.07% | -- | 2026-03-31 |
| 14 | LH | LABORATORY CORP AMER HLDGS | 3.7K | $974K | $1.1M | 1.23% | -4,680 | 2026-03-31 |
| 15 | JNJ | JOHNSON & JOHNSON | 1.6K | $401K | $421K | 0.46% | -29,600 | 2026-03-31 |
| 16 | GOOG | ALPHABET INC | 930 | $266K | $331K | 0.36% | -- | 2026-03-31 |
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