Mayar Capital Ltd.: 13F holdings
CIK 18586992026Q2
| Positions | 16 |
|---|
| Reported value | $89.1m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 16 (+0 vs prior quarter) |
|---|
| Reported value | $89.1m (-60.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| KVUE KENVUE INC | 676,116 | $12.9m | 14.5% |
| V VISA INC | 27,600 | $9.5m | 10.6% |
| UPS UNITED PARCEL SERVICE INC | 83,220 | $8.9m | 10.0% |
| BFAM BRIGHT HORIZONS FAM SOL IN D | 125,234 | $8.9m | 10.0% |
| MA MASTERCARD INCORPORATED | 16,602 | $8.5m | 9.6% |
| NKE NIKE INC | 198,000 | $8.1m | 9.1% |
| SOLV SOLVENTUM CORP | 99,190 | $7.7m | 8.6% |
| TOST TOAST INC-CLASS A | 258,200 | $7.2m | 8.1% |
| BKNG BOOKING HOLDINGS INC | 38,470 | $6.9m | 7.7% |
| MIDD MIDDLEBY CORP | 26,200 | $4.5m | 5.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1858699")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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