StockDriftsStockDriftsTop 16 Mayar Capital Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KVUE | KENVUE INC | 14.49% | 676.1K | $12.9M | -6.96%(-50.60K) | $19.18(-0.83%) | 2026-06-30 | |
| V | VISA INC | 10.62% | 27.6K | $9.5M | -6.88%(-2.04K) | $322.39(+12.11%) | 2026-06-30 | |
| UPS | UNITED PARCEL SERVICE INC | 10.04% | 83.2K | $8.9M | -6.93%(-6.20K) | $166.14(-36.59%) | 2026-06-30 | |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | 9.96% | 125.2K | $8.9M | -6.91%(-9.30K) | $101.45(-28.75%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 9.57% | 16.6K | $8.5M | +37.87%(+4.56K) | $506.28(+11.35%) | 2026-06-30 | |
| NKE | NIKE INC | 9.12% | 198.0K | $8.1M | +32.71%(+48.80K) | $62.14(-33.69%) | 2026-06-30 | |
| SOLV | SOLVENTUM CORP | 8.58% | 99.2K | $7.7M | -6.94%(-7.40K) | $70.27(+21.84%) | 2026-06-30 | |
| TOST | TOAST INC-CLASS A | 8.06% | 258.2K | $7.2M | +88.06%(+120.90K) | $29.10(+22.01%) | 2026-06-30 | |
| BKNG | BOOKING HOLDINGS INC | 7.69% | 38.5K | $6.9M | -95.63%(-842.78K) | $191.90(+9.86%) | 2026-06-30 | |
| MIDD | MIDDLEBY CORP | 5.06% | 26.2K | $4.5M | -7.09%(-2.00K) | $140.63(-10.88%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +6.30% | +20.11% | +1.17% | +6.01% |
| Top 20 Holdings Unweighted | +8.64% | +28.24% | +2.87% | +15.21% |
Mayar Capital Ltd. reports $89.14M in US-listed equity holdings across 16 positions in its most recent 13F filing. Its largest disclosed positions are KVUE (14.5%), V (10.6%) and UPS (10.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +20.11% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mayar Capital Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1858699). View Mayar Capital Ltd.’s 13F filings on SEC