Mayar Capital
Latest statistics and disclosures from Mayar Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are KVUE, UPS, NKE, SOLV, BFAM, and represent 66.95% of Mayar Capital's stock portfolio.
- Added to shares of these 5 stocks: NKE (+$5.8M), BKNG, KVUE, BFAM, V.
- Started 1 new stock position in BKNG.
- Reduced shares in these 2 stocks: GOOG (-$10M), JNJ (-$7.0M).
- Mayar Capital was a net buyer of stock by $4.8M.
- Mayar Capital has $74M in assets under management (AUM), dropping by 15.22%.
- Central Index Key (CIK): 0001858699
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Portfolio Holdings for Mayar Capital
Mayar Capital holds 13 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Kenvue (KVUE) | 17.0 | $13M | +56% | 727k | 17.25 |
|
| United Parcel Service (UPS) | 14.4 | $11M | 107k | 99.19 |
|
|
| Nike (NKE) | 12.9 | $9.5M | +155% | 149k | 63.71 |
|
| Solventum Corp (SOLV) | 11.5 | $8.4M | 107k | 79.24 |
|
|
| Bright Horizons Fam Sol In D (BFAM) | 11.1 | $8.2M | +73% | 81k | 101.40 |
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| Johnson & Johnson (JNJ) | 8.8 | $6.5M | -52% | 31k | 206.95 |
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| Booking Holdings (BKNG) | 6.3 | $4.7M | NEW | 870.00 | 5355.33 |
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| Visa (V) | 6.1 | $4.5M | +343% | 13k | 350.71 |
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| Paypal Holdings (PYPL) | 5.8 | $4.3M | 73k | 58.38 |
|
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| Labcorp Holdings (LH) | 2.8 | $2.1M | 8.3k | 250.88 |
|
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| MasterCard Incorporated (MA) | 1.4 | $1.1M | 1.8k | 570.88 |
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| Berkshire Hathaway (BRK.B) | 1.4 | $1.0M | 2.0k | 502.65 |
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| Alphabet Inc Class C cs (GOOG) | 0.4 | $292k | -97% | 930.00 | 313.80 |
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Past Filings by Mayar Capital
SEC 13F filings are viewable for Mayar Capital going back to 2021
- Mayar Capital 2025 Q4 filed Jan. 27, 2026
- Mayar Capital 2025 Q3 filed Nov. 14, 2025
- Mayar Capital 2025 Q2 filed Aug. 15, 2025
- Mayar Capital 2025 Q1 filed May 2, 2025
- Mayar Capital 2024 Q4 filed Feb. 7, 2025
- Mayar Capital 2024 Q3 filed Nov. 5, 2024
- Mayar Capital 2024 Q2 filed July 17, 2024
- 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