Mayar Capital
Latest statistics and disclosures from Mayar Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are KVUE, V, UPS, BFAM, MA, and represent 54.68% of Mayar Capital's stock portfolio.
- Added to shares of these 4 stocks: TOST, MA, NKE, BKNG.
- Reduced shares in these 10 stocks: PYPL, KVUE, V, UPS, BFAM, SOLV, MIDD, MSFT, GOOG, LH.
- Mayar Capital was a net buyer of stock by $2.1M.
- Mayar Capital has $89M in assets under management (AUM), dropping by 6.27%.
- 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 June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Kenvue (KVUE) | 14.5 | $13M | -6% | 676k | 19.11 |
|
| Visa (V) | 10.6 | $9.5M | -6% | 28k | 343.09 |
|
| United Parcel Service (UPS) | 10.0 | $8.9M | -6% | 83k | 107.50 |
|
| Bright Horizons Fam Sol In D (BFAM) | 10.0 | $8.9M | -6% | 125k | 70.88 |
|
| MasterCard Incorporated (MA) | 9.6 | $8.5M | +37% | 17k | 513.60 |
|
| Nike (NKE) | 9.1 | $8.1M | +32% | 198k | 41.05 |
|
| Solventum Corp (SOLV) | 8.6 | $7.7M | -6% | 99k | 77.15 |
|
| Toast (TOST) | 8.1 | $7.2M | +88% | 258k | 27.82 |
|
| Booking Holdings (BKNG) | 7.7 | $6.9M | +9% | 39k | 178.24 |
|
| Middleby Corporation (MIDD) | 5.1 | $4.5M | -7% | 26k | 172.01 |
|
| Microsoft Corporation (MSFT) | 2.0 | $1.8M | -6% | 4.8k | 373.02 |
|
| Paypal Holdings (PYPL) | 1.9 | $1.7M | -54% | 39k | 43.18 |
|
| Berkshire Hathaway (BRK.B) | 1.1 | $1.0M | 2.0k | 500.39 |
|
|
| Labcorp Holdings (LH) | 1.1 | $956k | -6% | 3.4k | 280.00 |
|
| Johnson & Johnson (JNJ) | 0.5 | $417k | 1.6k | 253.97 |
|
|
| Alphabet Inc Class C cs (GOOG) | 0.2 | $223k | -32% | 630.00 | 353.33 |
|
Past Filings by Mayar Capital
SEC 13F filings are viewable for Mayar Capital going back to 2021
- Mayar Capital 2026 Q2 filed July 22, 2026
- 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