Mayar Capital Ltd.
Net seller this quarter
$89.1M
16
-$149M
93.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 KVUE | $12.9M | 14.49% | 0.04% | -7.0% | Q3 2023 |
 V | $9.47M | 10.62% | 0.00% | -6.9% | Q4 2022 |
 UPS | $8.95M | 10.04% | 0.01% | -6.9% | Q4 2022 |
 BFAM | $8.88M | 9.96% | 0.25% | -6.9% | Q4 2022 |
 MA | $8.53M | 9.57% | 0.00% | +37.9% | Q4 2022 |
 NKE | $8.13M | 9.12% | 0.01% | +32.7% | Q1 2025 |
 SOLV | $7.65M | 8.58% | 0.06% | -6.9% | Q2 2024 |
 TOST | $7.18M | 8.06% | 0.12% | +88.1% | Q1 2026 |
 BKNG | $6.86M | 7.69% | 0.01% | -95.6% | Q4 2025 |
 MIDD | $4.51M | 5.06% | 0.06% | -7.1% | Q1 2026 |
 MSFT | $1.79M | 2.01% | 0.00% | -7.0% | Q1 2026 |
 PYPL | $1.67M | 1.87% | 0.00% | -54.5% | Q4 2022 |
 BRK.B | $1.02M | 1.14% | Not reported | Not reported | Q4 2022 |
 LH | $956K | 1.07% | 0.00% | -6.6% | Q3 2024 |
 JNJ | $417K | 0.47% | 0.00% | Not reported | Q4 2022 |
 GOOG | $223K | 0.25% | Not reported | -32.3% | Q4 2022 |
| Q1 2026 | |||||
| KVUE | $12.5M | 14.94% | 0.04% | Not reported | Q3 2023 |
| BFAM | $11M | 13.17% | 0.25% | +66.2% | Q4 2022 |
| V | $8.96M | 10.68% | 0.00% | +132.3% | Q4 2022 |
| UPS | $8.8M | 10.49% | 0.01% | -16.5% | Q4 2022 |
| NKE | $7.88M | 9.40% | 0.01% | Not reported | Q1 2025 |
| SOLV | $6.96M | 8.30% | 0.06% | Not reported | Q2 2024 |
| MA | $6.02M | 7.17% | 0.00% | +553.8% | Q4 2022 |
| BKNG | $5.94M | 7.08% | 0.11% | +3951.7% | Q4 2025 |
| PYPL | $3.84M | 4.58% | 0.01% | +15.8% | Q4 2022 |
| MIDD | $3.74M | 4.46% | 0.06% | New | Q1 2026 |
| TOST | $3.64M | 4.34% | 0.06% | New | Q1 2026 |
| MSFT | $1.91M | 2.28% | 0.00% | New | Q1 2026 |
| BRK.B | $977K | 1.16% | Not reported | Not reported | Q4 2022 |
| LH | $975K | 1.16% | 0.00% | -56.2% | Q3 2024 |
| JNJ | $401K | 0.48% | 0.00% | -94.8% | Q4 2022 |
| GOOG | $267K | 0.32% | Not reported | Not reported | Q4 2022 |
| Q4 2025 | |||||
| KVUE | $12.5M | 17.02% | 0.04% | +56.4% | Q3 2023 |
| UPS | $10.6M | 14.41% | 0.02% | Not reported | Q4 2022 |
| NKE | $9.51M | 12.91% | 0.01% | +155.0% | Q1 2025 |
| SOLV | $8.45M | 11.47% | 0.06% | Not reported | Q2 2024 |
| BFAM | $8.21M | 11.14% | 0.15% | +73.6% | Q4 2022 |
| JNJ | $6.47M | 8.78% | 0.00% | -52.0% | Q4 2022 |
| BKNG | $4.66M | 6.33% | 0.00% | New | Q4 2025 |
| V | $4.48M | 6.08% | 0.00% | +343.1% | Q4 2022 |
| PYPL | $4.28M | 5.82% | 0.01% | Not reported | Q4 2022 |
| LH | $2.09M | 2.84% | 0.01% | Not reported | Q3 2024 |
| MA | $1.05M | 1.43% | 0.00% | Not reported | Q4 2022 |
| BRK.B | $1.02M | 1.39% | Not reported | Not reported | Q4 2022 |
| GOOG | $292K | 0.40% | Not reported | -97.2% | Q4 2022 |
| Q3 2025 | |||||
| JNJ | $12.1M | 18.90% | 0.00% | Not reported | Q4 2022 |
| UPS | $8.94M | 13.99% | 0.02% | Not reported | Q4 2022 |
| GOOG | $8.07M | 12.62% | Not reported | Not reported | Q4 2022 |
| SOLV | $7.78M | 12.17% | 0.06% | Not reported | Q2 2024 |
| KVUE | $7.54M | 11.80% | 0.02% | +93.8% | Q3 2023 |
| BFAM | $5.06M | 7.92% | 0.08% | +200.2% | Q4 2022 |
| PYPL | $4.92M | 7.70% | 0.01% | +61.7% | Q4 2022 |
| NKE | $4.08M | 6.38% | 0.00% | Not reported | Q1 2025 |
| LH | $2.39M | 3.74% | 0.01% | Not reported | Q3 2024 |
| MA | $1.05M | 1.64% | 0.00% | Not reported | Q4 2022 |
| BRK.B | $1.02M | 1.60% | Not reported | Not reported | Q4 2022 |
| V | $983K | 1.54% | 0.00% | Not reported | Q4 2022 |