Mayar Capital
Latest statistics and disclosures from Mayar Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JNJ, UPS, GOOG, SOLV, KVUE, and represent 69.48% of Mayar Capital's stock portfolio.
- Added to shares of these 3 stocks: KVUE, BFAM, PYPL.
- Mayar Capital was a net buyer of stock by $8.9M.
- Mayar Capital has $64M in assets under management (AUM), dropping by 17.47%.
- 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 September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Johnson & Johnson (JNJ) | 18.9 | $12M | 65k | 185.42 |
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| United Parcel Service (UPS) | 14.0 | $8.9M | 107k | 83.53 |
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| Alphabet Inc Class C cs (GOOG) | 12.6 | $8.1M | 33k | 243.55 |
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| Solventum Corp (SOLV) | 12.2 | $7.8M | 107k | 73.00 |
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| Kenvue (KVUE) | 11.8 | $7.5M | +93% | 465k | 16.23 |
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| Bright Horizons Fam Sol In D (BFAM) | 7.9 | $5.1M | +200% | 47k | 108.57 |
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| Paypal Holdings (PYPL) | 7.7 | $4.9M | +61% | 73k | 67.06 |
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| Nike (NKE) | 6.4 | $4.1M | 59k | 69.73 |
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| Labcorp Holdings (LH) | 3.7 | $2.4M | 8.3k | 287.06 |
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| MasterCard Incorporated (MA) | 1.6 | $1.0M | 1.8k | 568.81 |
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| Berkshire Hathaway (BRK.B) | 1.6 | $1.0M | 2.0k | 502.74 |
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| Visa (V) | 1.5 | $983k | 2.9k | 341.38 |
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Past Filings by Mayar Capital
SEC 13F filings are viewable for Mayar Capital going back to 2021
- 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
- Mayar Capital 2021 Q3 restated filed Jan. 31, 2022