Mayar Capital as of Dec. 31, 2025
Portfolio Holdings for Mayar Capital
Mayar Capital holds 13 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kenvue (KVUE) | 17.0 | $13M | 727k | 17.25 | |
| United Parcel Service (UPS) | 14.4 | $11M | 107k | 99.19 | |
| Nike (NKE) | 12.9 | $9.5M | 149k | 63.71 | |
| Solventum Corp (SOLV) | 11.5 | $8.4M | 107k | 79.24 | |
| Bright Horizons Fam Sol In D (BFAM) | 11.1 | $8.2M | 81k | 101.40 | |
| Johnson & Johnson (JNJ) | 8.8 | $6.5M | 31k | 206.95 | |
| Booking Holdings (BKNG) | 6.3 | $4.7M | 870.00 | 5355.33 | |
| Visa (V) | 6.1 | $4.5M | 13k | 350.71 | |
| Paypal Holdings (PYPL) | 5.8 | $4.3M | 73k | 58.38 | |
| Labcorp Holdings (LH) | 2.8 | $2.1M | 8.3k | 250.88 | |
| MasterCard Incorporated (MA) | 1.4 | $1.1M | 1.8k | 570.88 | |
| Berkshire Hathaway (BRK.B) | 1.4 | $1.0M | 2.0k | 502.65 | |
| Alphabet Inc Class C cs (GOOG) | 0.4 | $292k | 930.00 | 313.80 |
