Mayar Capital
Latest statistics and disclosures from Mayar Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOG, BFAM, UPS, EA, PYPL, and represent 61.97% of Mayar Capital's stock portfolio.
- Added to shares of these 2 stocks: PYPL, GOOG.
- Reduced shares in these 9 stocks: BFAM, UPS, EA, V, KVUE, MA, MMM, LH, JNJ.
- Mayar Capital was a net seller of stock by $-12M.
- Mayar Capital has $117M in assets under management (AUM), dropping by -4.98%.
- Central Index Key (CIK): 0001858699
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Portfolio Holdings for Mayar Capital
Mayar Capital holds 12 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Inc Class C cs (GOOG) | 15.6 | $18M | 120k | 152.26 |
|
|
| Bright Horizons Fam Sol In D (BFAM) | 13.4 | $16M | -14% | 139k | 113.36 |
|
| United Parcel Service (UPS) | 12.6 | $15M | -13% | 99k | 148.63 |
|
| Electronic Arts (EA) | 10.8 | $13M | -13% | 96k | 132.67 |
|
| Paypal Holdings (PYPL) | 9.6 | $11M | +3% | 167k | 66.99 |
|
| Johnson & Johnson (JNJ) | 9.2 | $11M | 68k | 158.19 |
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|
| Visa (V) | 8.8 | $10M | -13% | 37k | 279.08 |
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| Kenvue (KVUE) | 5.9 | $6.9M | -13% | 323k | 21.46 |
|
| MasterCard Incorporated (MA) | 5.4 | $6.3M | -13% | 13k | 481.57 |
|
| 3M Company (MMM) | 4.2 | $4.9M | -13% | 46k | 106.07 |
|
| Laboratory Corp. of America Holdings (LH) | 3.8 | $4.4M | -13% | 20k | 218.46 |
|
| Berkshire Hathaway (BRK.B) | 0.7 | $857k | 2.0k | 420.52 |
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Past Filings by Mayar Capital
SEC 13F filings are viewable for Mayar Capital going back to 2021
- Mayar Capital 2024 Q1 filed May 3, 2024
- Mayar Capital 2023 Q4 filed Feb. 8, 2024
- Mayar Capital 2023 Q3 filed Oct. 24, 2023
- Mayar Capital 2023 Q2 filed Aug. 14, 2023
- Mayar Capital 2023 Q1 filed April 25, 2023
- Mayar Capital 2022 Q4 filed Jan. 20, 2023
- Mayar Capital 2022 Q3 filed Oct. 18, 2022
- Mayar Capital 2022 Q2 filed July 26, 2022
- Mayar Capital 2022 Q1 filed April 21, 2022
- Mayar Capital 2021 Q3 restated filed Jan. 31, 2022
- Mayar Capital 2021 Q4 filed Jan. 28, 2022
- Mayar Capital 2021 Q3 filed Nov. 2, 2021
- Mayar Capital 2021 Q2 restated filed July 26, 2021
- Mayar Capital 2021 Q2 filed July 23, 2021
- Mayar Capital 2021 Q1 filed April 26, 2021