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The Analysis of Mayar Capital Ltd.'s Holdings & P&L

Currently, Mayar Capital Ltd. holds 16 types of securities in its portfolio with a total value $89.1M. In the most recent quarter, they have increased their positions in TOST (+120.9K shares, valued at $3.4M), N/A (+4.6K shares, valued at $2.3M), NKE (+48.8K shares, valued at $2.0M); decreased their positions in PYPL (-46.3K shares, valued at $2.0M), KVUE (-50.6K shares, valued at $967.0K), N/A (-2.0K shares, valued at $699.9K).

1M P&L

+3.8M+5.46%

3M P&L

+7.6M+11.48%

HY P&L

+1.5M+2.05%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Household & Personal Products12.9M

18.4%

2Software - Infrastructure9.0M

12.8%

3Integrated Freight & Logistics8.9M

12.7%

Top Industries by Stock Count

1Software - Infrastructure2 stocks

15.4%

2Internet Content & Information1 stocks

7.7%

3Insurance - Diversified1 stocks

7.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

KVUE KENVUE INC676.1K shares-6.96%2026-06-302026-07-22

VISA INC VISA INC27.6K shares-6.88%2026-06-302026-07-22

UPS UNITED PARCEL SERVICE INC83.2K shares-6.93%2026-06-302026-07-22

BFAM BRIGHT HORIZONS FAM SOL IN D125.2K shares-6.91%2026-06-302026-07-22

MASTERCARD INCORPORATED MASTERCARD INCORPORATED16.6K shares37.87%2026-06-302026-07-22

NKE NIKE INC198.0K shares32.71%2026-06-302026-07-22

SOLV SOLVENTUM CORP99.2K shares-6.94%2026-06-302026-07-22

TOST TOAST INC-CLASS A258.2K shares88.06%2026-06-302026-07-22

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BKNG BOOKING HOLDINGS INC38.5K shares9.13%2026-06-302026-07-22

MIDD MIDDLEBY CORP26.2K shares-7.09%2026-06-302026-07-22

MSFT MICROSOFT CORP4.8K shares-6.98%2026-06-302026-07-22

PYPL PAYPAL HLDGS INC38.7K shares-54.49%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL2.0K shares0.00%2026-06-302026-07-22

LABORATORY CORP AMER HLDGS LABORATORY CORP AMER HLDGS3.4K shares-6.57%2026-06-302026-07-22

JNJ JOHNSON & JOHNSON1.6K shares0.00%2026-06-302026-07-22

GOOG ALPHABET INC630 shares-32.26%2026-06-302026-07-22

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KVUE

KENVUE INC

-6.96%

Shares676.1K

Event2026-06-30

Filed2026-07-22

VISA INC

-6.88%

Shares27.6K

Event2026-06-30

Filed2026-07-22

UPS

UNITED PARCEL SERVICE INC

-6.93%

Shares83.2K

Event2026-06-30

Filed2026-07-22

BFAM

BRIGHT HORIZONS FAM SOL IN D

-6.91%

Shares125.2K

Event2026-06-30

Filed2026-07-22

MASTERCARD INCORPORATED

37.87%

Shares16.6K

Event2026-06-30

Filed2026-07-22

NKE

NIKE INC

32.71%

Shares198.0K

Event2026-06-30

Filed2026-07-22

SOLV

SOLVENTUM CORP

-6.94%

Shares99.2K

Event2026-06-30

Filed2026-07-22

TOST

TOAST INC-CLASS A

88.06%

Shares258.2K

Event2026-06-30

Filed2026-07-22

BKNG

BOOKING HOLDINGS INC

9.13%

Shares38.5K

Event2026-06-30

Filed2026-07-22

MIDD

MIDDLEBY CORP

-7.09%

Shares26.2K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

-6.98%

Shares4.8K

Event2026-06-30

Filed2026-07-22

PYPL

PAYPAL HLDGS INC

-54.49%

Shares38.7K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-22

LABORATORY CORP AMER HLDGS

-6.57%

Shares3.4K

Event2026-06-30

Filed2026-07-22

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

-32.26%

Shares630

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available