Mayar Capital Ltd.
13F Reported Value
ⓘ$89.1M
Holdings
16
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Mayar Capital Ltd. disclosed 16 positions worth $89.1M in its Form 13F-HR for Q2 2026, led by $KVUE (Kenvue Inc.) at 14.5% of the equity portfolio, followed by $V and $UPS. The portfolio is most concentrated in Financials (23.2% of disclosed assets). All figures are sourced directly from Mayar Capital Ltd.’s Form 13F-HR filing with the SEC under CIK 1858699.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 60.3#866
Quality
$12.9M676,116 sh - 82.9#14
Quality
$9.5M27,600 sh - 58.6#994
Quality
$8.9M83,220 sh - 61.9
Quality
$8.9M125,234 sh - 85.1
Quality
$8.5M16,602 sh - 49.3
Quality
$8.1M198,000 sh - 55.2
Quality
$7.7M99,190 sh - 69.5
Quality
$7.2M258,200 sh - 58.5
Quality
$6.9M38,470 sh - 40.6
Quality
$4.5M26,200 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Kenvue Inc.$KVUE | 60.3#866 | $12.9M | 676,116 |
 VISA INC.$V | 82.9#14 | $9.5M | 27,600 |
 UNITED PARCEL SERVICE INC$UPS | 58.6#994 | $8.9M | 83,220 |
 BRIGHT HORIZONS FAMILY SOLUTIONS INC.$BFAM | 61.9 | $8.9M | 125,234 |
 Mastercard Inc$MA | 85.1 | $8.5M | 16,602 |
 NIKE, Inc.$NKE | 49.3 | $8.1M | 198,000 |
 Solventum Corp$SOLV | 55.2 | $7.7M | 99,190 |
 Toast, Inc.$TOST | 69.5 | $7.2M | 258,200 |
 Booking Holdings Inc.$BKNG | 58.5 | $6.9M | 38,470 |
 MIDDLEBY Corp$MIDD | 40.6 | $4.5M | 26,200 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Mayar Capital Ltd.'s 16 positions.
Showing top 10 of 16 holdings.
Sector Allocation
Financials
$20.7M
Healthcare
$17.9M
Consumer Discretionary
$15.0M
Industrials
$13.5M
Consumer Staples
$12.9M
Technology
$9.2M
Full Holdings — Mayar Capital Ltd. (Q2 2026)
All 16 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $KVUE | Kenvue Inc. | $12.9M | 14.5% | -7% | 60.3 |
| 2 | $V | VISA INC. | $9.5M | 10.6% | -7% | 82.9 |
| 3 | $UPS | UNITED PARCEL SERVICE INC | $8.9M | 10.0% | -7% | 58.6 |
| 4 | $BFAM | BRIGHT HORIZONS FAMILY SOLUTIONS INC. | $8.9M | 10.0% | -7% | 61.9 |
| 5 | $MA | Mastercard Inc | $8.5M | 9.6% | +38% | 85.1 |
| 6 | $NKE | NIKE, Inc. | $8.1M | 9.1% | +33% | 49.3 |
| 7 | $SOLV | Solventum Corp | $7.7M | 8.6% | -7% | 55.2 |
| 8 | $TOST | Toast, Inc. | $7.2M | 8.1% | +88% | 69.5 |
| 9 | $BKNG | Booking Holdings Inc. | $6.9M | 7.7% | +9% | 58.5 |
| 10 | $MIDD | MIDDLEBY Corp | $4.5M | 5.1% | -7% | 40.6 |
| 11 |  $MSFT | MICROSOFT CORP | $1.8M | 2.0% | -7% | 79.8 |
| 12 |  $PYPL | PayPal Holdings, Inc. | $1.7M | 1.9% | -54% | 64.1 |
| 13 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.0M | 1.1% | +0% | 73.8 |
| 14 |  $LH | LABCORP HOLDINGS INC. | $955,640 | 1.1% | -7% | 65 |
| 15 |  $JNJ | JOHNSON & JOHNSON | $416,765 | 0.5% | +0% | 69 |
| 16 |  $GOOGL | Alphabet Inc. | $222,598 | 0.3% | -32% | 78.2 |
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AI-Powered Hedge Fund Analysis: Mayar Capital Ltd.
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Every holding in Mayar Capital Ltd.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.