Mayar Capital as of Sept. 30, 2023
Portfolio Holdings for Mayar Capital
Mayar Capital holds 14 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class C cs (GOOG) | 17.3 | $20M | 154k | 131.85 | |
| United Parcel Service (UPS) | 14.1 | $17M | 106k | 155.87 | |
| Electronic Arts (EA) | 11.4 | $13M | 111k | 120.40 | |
| Bright Horizons Fam Sol In D (BFAM) | 11.3 | $13M | 162k | 81.46 | |
| Visa (V) | 8.4 | $9.9M | 43k | 230.01 | |
| Paypal Holdings (PYPL) | 8.1 | $9.5M | 162k | 58.46 | |
| 3M Company (MMM) | 6.1 | $7.1M | 76k | 93.62 | |
| MasterCard Incorporated (MA) | 5.1 | $6.0M | 15k | 395.91 | |
| Johnson & Johnson (JNJ) | 4.7 | $5.5M | 35k | 155.75 | |
| Dropbox Inc-class A (DBX) | 4.3 | $5.1M | 186k | 27.23 | |
| Kenvue (KVUE) | 4.2 | $4.9M | 243k | 20.08 | |
| Laboratory Corp. of America Holdings | 4.0 | $4.7M | 23k | 201.05 | |
| Berkshire Hathaway (BRK.B) | 0.6 | $714k | 2.0k | 350.30 | |
| Fortrea Hldgs (FTRE) | 0.6 | $662k | 23k | 28.59 |
