Investor
Mayar Capital Ltd.
CIK 0001858699 · filed 2026-05-07 · SEC filing
13F book
$83.9M
Positions
16
3 new · 0 sold
Largest name
14.9%
Kenvue Inc. · KVUE
Est. mark
−$10.9M
Price effect on 13 names still held. Flow $21.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Kenvue Inc. | KVUE | 726.7K | $12.5M | 14.9% | −$7.27K | Held |
| Bright Horizons Fam Sol In D | — | 134.5K | $11M | 13.2% | −$1.56M | Added$2.84M |
| Visa Inc. | V | 29.6K | $8.96M | 10.7% | −$618.5K | Added$4.48M |
| United Parcel Service Inc | UPS | 89.4K | $8.8M | 10.5% | −$72.4K | Cut−$1.82M |
| NIKE, Inc. | NKE | 149.2K | $7.88M | 9.4% | −$1.62M | Held |
| Solventum Corp | SOLV | 106.6K | $6.96M | 8.3% | −$1.49M | Held |
| Mastercard Inc | MA | 12K | $6.02M | 7.2% | −$131.2K | Added$4.97M |
| Booking Holdings Inc. | BKNG | 35.3K | $5.94M | 7.1% | −$4.51M | Added$1.28M |
| Paypal Hldgs Inc | — | 85K | $3.84M | 4.6% | −$964.8K | Added−$440.2K |
| Middleby Corp | MIDD | 28.2K | $3.74M | 4.5% | — | New |
| Toast, Inc. | TOST | 137.3K | $3.64M | 4.3% | — | New |
| Microsoft Corp | MSFT | 5.16K | $1.91M | 2.3% | — | New |
| Berkshire Hathaway Inc Del | — | 2.04K | $976.6K | 1.2% | −$47.8K | Held |
| Labcorp Holdings Inc. | LH | 3.65K | $974.7K | 1.2% | $58.2K | Cut−$1.12M |
| Johnson & Johnson | JNJ | 1.64K | $401.1K | 0.5% | $61.5K | Cut−$6.06M |
| Alphabet Inc | — | 930 | $266.8K | 0.3% | −$25.1K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.