Mayar Capital
Latest statistics and disclosures from Mayar Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are KVUE, BFAM, V, UPS, NKE, and represent 58.67% of Mayar Capital's stock portfolio.
- Added to shares of these 8 stocks: BKNG (+$5.8M), V (+$5.1M), MA (+$5.1M), BFAM, MIDD, TOST, MSFT, PYPL.
- Started 3 new stock positions in TOST, MSFT, MIDD.
- Reduced shares in these 3 stocks: JNJ (-$7.2M), UPS, LH.
- Mayar Capital was a net buyer of stock by $20M.
- Mayar Capital has $84M in assets under management (AUM), dropping by 13.89%.
- Central Index Key (CIK): 0001858699
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Portfolio Holdings for Mayar Capital
Mayar Capital holds 16 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Kenvue (KVUE) | 14.9 | $13M | 727k | 17.24 |
|
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| Bright Horizons Fam Sol In D (BFAM) | 13.2 | $11M | +66% | 135k | 82.13 |
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| Visa (V) | 10.7 | $9.0M | +132% | 30k | 302.24 |
|
| United Parcel Service (UPS) | 10.5 | $8.8M | -16% | 89k | 98.38 |
|
| Nike (NKE) | 9.4 | $7.9M | 149k | 52.82 |
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| Solventum Corp (SOLV) | 8.3 | $7.0M | 107k | 65.30 |
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| MasterCard Incorporated (MA) | 7.2 | $6.0M | +553% | 12k | 499.66 |
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| Booking Holdings (BKNG) | 7.1 | $5.9M | +3951% | 35k | 168.41 |
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| Paypal Holdings (PYPL) | 4.6 | $3.8M | +15% | 85k | 45.23 |
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| Middleby Corporation (MIDD) | 4.5 | $3.7M | NEW | 28k | 132.58 |
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| Toast (TOST) | 4.3 | $3.6M | NEW | 137k | 26.51 |
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| Microsoft Corporation (MSFT) | 2.3 | $1.9M | NEW | 5.2k | 370.17 |
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| Berkshire Hathaway (BRK.B) | 1.2 | $977k | 2.0k | 479.20 |
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| Labcorp Holdings (LH) | 1.2 | $975k | -56% | 3.7k | 266.81 |
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| Johnson & Johnson (JNJ) | 0.5 | $401k | -94% | 1.6k | 244.44 |
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| Alphabet Inc Class C cs (GOOG) | 0.3 | $267k | 930.00 | 286.86 |
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Past Filings by Mayar Capital
SEC 13F filings are viewable for Mayar Capital going back to 2021
- Mayar Capital 2026 Q1 filed May 7, 2026
- 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