Mayar Capital as of March 31, 2026
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 | |
| Bright Horizons Fam Sol In D (BFAM) | 13.2 | $11M | 135k | 82.13 | |
| Visa (V) | 10.7 | $9.0M | 30k | 302.24 | |
| United Parcel Service (UPS) | 10.5 | $8.8M | 89k | 98.38 | |
| Nike (NKE) | 9.4 | $7.9M | 149k | 52.82 | |
| Solventum Corp (SOLV) | 8.3 | $7.0M | 107k | 65.30 | |
| MasterCard Incorporated (MA) | 7.2 | $6.0M | 12k | 499.66 | |
| Booking Holdings (BKNG) | 7.1 | $5.9M | 35k | 168.41 | |
| Paypal Holdings (PYPL) | 4.6 | $3.8M | 85k | 45.23 | |
| Middleby Corporation (MIDD) | 4.5 | $3.7M | 28k | 132.58 | |
| Toast (TOST) | 4.3 | $3.6M | 137k | 26.51 | |
| Microsoft Corporation (MSFT) | 2.3 | $1.9M | 5.2k | 370.17 | |
| Berkshire Hathaway (BRK.B) | 1.2 | $977k | 2.0k | 479.20 | |
| Labcorp Holdings (LH) | 1.2 | $975k | 3.7k | 266.81 | |
| Johnson & Johnson (JNJ) | 0.5 | $401k | 1.6k | 244.44 | |
| Alphabet Inc Class C cs (GOOG) | 0.3 | $267k | 930.00 | 286.86 |
