Mayar Capital Ltd. — 13F Holdings & Portfolio
CIK 1858699 · latest 13F-HR filed 2026-05-07
Mayar Capital Ltd. manages $83.9M in 13F-reported U.S. long-equity assets across 16 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are KVUE (14.94%), BFAM (13.17%), V (10.68%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 0, added to 4, and trimmed 7.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$83.9M
Long-equity book
16
Distinct positions
2026-03-31
Filed 2026-05-07
+3 / −0 / ↑4 / ↓7
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MASTERCARD INCORPORATED$5.0M +472.2%
- VISA INC$4.5M +100.2%
- BRIGHT HORIZONS FAM SOL IN D$2.8M +34.6%
- BOOKING HOLDINGS INC$1.3M +27.4%
Top Trims
- JOHNSON & JOHNSON-$6.1M -93.8%
- UNITED PARCEL SERVICE INC-$1.8M -17.1%
- NIKE INC-$1.6M -17.1%
- SOLVENTUM CORP-$1.5M -17.6%
- LABORATORY CORP AMER HLDGS-$1.1M -53.4%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | KENVUE INC | KVUE | 49177J102 | $12.5M | 14.94% | 726,716 | SH |
| 2 | BRIGHT HORIZONS FAM SOL IN D | BFAM | 109194100 | $11.0M | 13.17% | 134,534 | SH |
| 3 | VISA INC | V | 92826C839 | $9.0M | 10.68% | 29,640 | SH |
| 4 | UNITED PARCEL SERVICE INC | UPS | 911312106 | $8.8M | 10.49% | 89,420 | SH |
| 5 | NIKE INC | NKE | 654106103 | $7.9M | 9.40% | 149,200 | SH |
| 6 | SOLVENTUM CORP | SOLV | 83444M101 | $7.0M | 8.30% | 106,590 | SH |
| 7 | MASTERCARD INCORPORATED | MA | 57636Q104 | $6.0M | 7.17% | 12,042 | SH |
| 8 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $5.9M | 7.08% | 35,250 | SH |
| 9 | PAYPAL HLDGS INC | PYPL | 70450Y103 | $3.8M | 4.58% | 84,972 | SH |
| 10 | MIDDLEBY CORP | MIDD | 596278101 | $3.7M | 4.46% | 28,200 | SH |
| 11 | TOAST INC-CLASS A | TOST | 888787108 | $3.6M | 4.34% | 137,300 | SH |
| 12 | MICROSOFT CORP | MSFT | 594918104 | $1.9M | 2.28% | 5,160 | SH |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $976.6K | 1.16% | 2,038 | SH |
| 14 | LABORATORY CORP AMER HLDGS | LH | 504922105 | $974.7K | 1.16% | 3,653 | SH |
| 15 | JOHNSON & JOHNSON | JNJ | 478160104 | $401.1K | 0.48% | 1,641 | SH |
| 16 | ALPHABET INC | GOOG | 02079K107 | $266.8K | 0.32% | 930 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-07 | $83.9M | 16 | 0001858699-26-000002 |
| 2025-12-31 | 2026-01-27 | $73.7M | 13 | 0001858699-26-000001 |