Mayar Capital as of June 30, 2026
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 | 676k | 19.11 | |
| Visa (V) | 10.6 | $9.5M | 28k | 343.09 | |
| United Parcel Service (UPS) | 10.0 | $8.9M | 83k | 107.50 | |
| Bright Horizons Fam Sol In D (BFAM) | 10.0 | $8.9M | 125k | 70.88 | |
| MasterCard Incorporated (MA) | 9.6 | $8.5M | 17k | 513.60 | |
| Nike (NKE) | 9.1 | $8.1M | 198k | 41.05 | |
| Solventum Corp (SOLV) | 8.6 | $7.7M | 99k | 77.15 | |
| Toast (TOST) | 8.1 | $7.2M | 258k | 27.82 | |
| Booking Holdings (BKNG) | 7.7 | $6.9M | 39k | 178.24 | |
| Middleby Corporation (MIDD) | 5.1 | $4.5M | 26k | 172.01 | |
| Microsoft Corporation (MSFT) | 2.0 | $1.8M | 4.8k | 373.02 | |
| Paypal Holdings (PYPL) | 1.9 | $1.7M | 39k | 43.18 | |
| Berkshire Hathaway (BRK.B) | 1.1 | $1.0M | 2.0k | 500.39 | |
| Labcorp Holdings (LH) | 1.1 | $956k | 3.4k | 280.00 | |
| Johnson & Johnson (JNJ) | 0.5 | $417k | 1.6k | 253.97 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $223k | 630.00 | 353.33 |
