Mayar Capital
Latest statistics and disclosures from Mayar Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOG, UPS, V, JNJ, BFAM, and represent 67.86% of Mayar Capital's stock portfolio.
- Added to shares of these 1 stock: SOLV.
- Reduced shares in these 10 stocks: EA (-$10M), PYPL (-$8.0M), UPS, GOOG, LH, V, JNJ, BFAM, MA, KVUE.
- Mayar Capital was a net seller of stock by $-27M.
- Mayar Capital has $76M in assets under management (AUM), dropping by -25.75%.
- Central Index Key (CIK): 0001858699
Tip: Access up to 7 years of quarterly data
Positions held by Mayar Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Mayar Capital
Mayar Capital holds 12 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Inc Class C cs (GOOG) | 17.2 | $13M | -11% | 69k | 190.44 |
|
| United Parcel Service (UPS) | 17.2 | $13M | -12% | 104k | 126.10 |
|
| Visa (V) | 12.7 | $9.7M | -11% | 31k | 316.04 |
|
| Johnson & Johnson (JNJ) | 12.0 | $9.2M | -11% | 63k | 144.62 |
|
| Bright Horizons Fam Sol In D (BFAM) | 8.7 | $6.7M | -11% | 60k | 110.85 |
|
| Kenvue (KVUE) | 7.4 | $5.7M | -11% | 266k | 21.35 |
|
| MasterCard Incorporated (MA) | 7.4 | $5.7M | -11% | 11k | 526.57 |
|
| Paypal Holdings (PYPL) | 7.4 | $5.7M | -58% | 66k | 85.35 |
|
| Labcorp Holdings (LH) | 3.7 | $2.9M | -33% | 12k | 229.32 |
|
| Solventum Corp (SOLV) | 2.6 | $2.0M | +187% | 30k | 66.06 |
|
| Electronic Arts (EA) | 2.3 | $1.8M | -84% | 12k | 146.30 |
|
| Berkshire Hathaway (BRK.B) | 1.2 | $924k | 2.0k | 453.28 |
|
Past Filings by Mayar Capital
SEC 13F filings are viewable for Mayar Capital going back to 2021
- 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
- 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