StockDriftsStockDriftsTop 16 Mayar Capital Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KVUE | KENVUE INC | 14.94% | 726.7K | $12.5M | +0.00%(+0) | $19.18(+3.40%) | 2026-03-31 | |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | 13.17% | 134.5K | $11.0M | +66.23%(+53.60K) | $101.45(-25.93%) | 2026-03-31 | |
| V | VISA INC | 10.68% | 29.6K | $9.0M | +132.29%(+16.88K) | $322.39(+12.32%) | 2026-03-31 | |
| UPS | UNITED PARCEL SERVICE INC | 10.49% | 89.4K | $8.8M | -16.45%(-17.60K) | $166.14(-33.39%) | 2026-03-31 | |
| NKE | NIKE INC | 9.4% | 149.2K | $7.9M | +0.00%(+0) | $67.37(-34.56%) | 2026-03-31 | |
| SOLV | SOLVENTUM CORP | 8.3% | 106.6K | $7.0M | +0.00%(+0) | $70.27(+11.38%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 7.17% | 12.0K | $6.0M | +553.75%(+10.20K) | $507.22(+6.34%) | 2026-03-31 | |
| BKNG | BOOKING HOLDINGS INC | 7.08% | 35.3K | $5.9M | +3951.72%(+34.38K) | $191.90(-3.82%) | 2026-03-31 | |
| PYPL | PAYPAL HLDGS INC | 4.58% | 85.0K | $3.8M | +15.81%(+11.60K) | $87.15(-47.83%) | 2026-03-31 | |
| MIDD | MIDDLEBY CORP | 4.46% | 28.2K | $3.7M | new | $140.63(+24.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.17% | +23.09% |
| Top 20 Holdings Unweighted | +8.93% | +29.25% |
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