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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 $83.9M. In the most recent quarter, they have increased their positions in BKNG (+34.4K shares, valued at $5.8M), V (+16.9K shares, valued at $5.1M), MA (+10.2K shares, valued at $5.1M); decreased their positions in JNJ (-29.6K shares, valued at $7.2M), UPS (-17.6K shares, valued at $1.7M), LH (-4.7K shares, valued at $1.2M); initiated new positions in MIDD (+28.2K shares, valued at $3.7M), TOST (+137.3K shares, valued at $3.6M), MSFT (+5.2K shares, valued at $1.9M).

1M P&L

-15.9M-6.82%

3M P&L

-8.1M-3.58%

HY P&L

-38.8M-15.11%

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

1Credit Services18.8M

22.8%

2Household & Personal Products12.5M

15.2%

3Personal Services11.0M

13.4%

Top Industries by Stock Count

1Credit Services3 stocks

21.4%

2Software - Infrastructure2 stocks

14.3%

3Travel Services1 stocks

7.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

KVUE KENVUE INC726.7K shares0.00%2026-03-312026-05-07

BFAM BRIGHT HORIZONS FAM SOL IN D134.5K shares66.23%2026-03-312026-05-07

V VISA INC29.6K shares132.29%2026-03-312026-05-07

UPS UNITED PARCEL SERVICE INC89.4K shares-16.45%2026-03-312026-05-07

NKE NIKE INC149.2K shares0.00%2026-03-312026-05-07

SOLV SOLVENTUM CORP106.6K shares0.00%2026-03-312026-05-07

MA MASTERCARD INCORPORATED12.0K shares553.75%2026-03-312026-05-07

BKNG BOOKING HOLDINGS INC35.3K shares3951.72%2026-03-312026-05-07

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PYPL PAYPAL HLDGS INC85.0K shares15.81%2026-03-312026-05-07

MIDD MIDDLEBY CORP28.2K sharesnew addition2026-03-312026-05-07

TOST TOAST INC-CLASS A137.3K sharesnew addition2026-03-312026-05-07

MSFT MICROSOFT CORP5.2K sharesnew addition2026-03-312026-05-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.0K shares0.00%2026-03-312026-05-07

LH LABORATORY CORP AMER HLDGS3.7K shares-56.16%2026-03-312026-05-07

JNJ JOHNSON & JOHNSON1.6K shares-94.75%2026-03-312026-05-07

ALPHABET INC ALPHABET INC930 shares0.00%2026-03-312026-05-07

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KVUE

KENVUE INC

0.00%

Shares726.7K

Event2026-03-31

Filed2026-05-07

BFAM

BRIGHT HORIZONS FAM SOL IN D

66.23%

Shares134.5K

Event2026-03-31

Filed2026-05-07

VISA INC

132.29%

Shares29.6K

Event2026-03-31

Filed2026-05-07

UPS

UNITED PARCEL SERVICE INC

-16.45%

Shares89.4K

Event2026-03-31

Filed2026-05-07

NKE

NIKE INC

0.00%

Shares149.2K

Event2026-03-31

Filed2026-05-07

SOLV

SOLVENTUM CORP

0.00%

Shares106.6K

Event2026-03-31

Filed2026-05-07

MASTERCARD INCORPORATED

553.75%

Shares12.0K

Event2026-03-31

Filed2026-05-07

BKNG

BOOKING HOLDINGS INC

3951.72%

Shares35.3K

Event2026-03-31

Filed2026-05-07

PYPL

PAYPAL HLDGS INC

15.81%

Shares85.0K

Event2026-03-31

Filed2026-05-07

MIDD

MIDDLEBY CORP

New

Shares28.2K

Event2026-03-31

Filed2026-05-07

TOST

TOAST INC-CLASS A

New

Shares137.3K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

New

Shares5.2K

Event2026-03-31

Filed2026-05-07

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-07

LABORATORY CORP AMER HLDGS

-56.16%

Shares3.7K

Event2026-03-31

Filed2026-05-07

JNJ

JOHNSON & JOHNSON

-94.75%

Shares1.6K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

0.00%

Shares930

Event2026-03-31

Filed2026-05-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available