MAYAR CAPITAL LTD.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KVUE | 727K | $12.53M |
 | NKE | 149K | $7.88M |
 | TOST | 137K | $3.64M |
 | BFAM | 135K | $11.05M |
 | SOLV | 107K | $6.96M |
 | UPS | 89K | $8.80M |
 | PYPL | 85K | $3.84M |
 | BKNG | 35K | $5.94M |
 | V | 30K | $8.96M |
 | MIDD | 28K | $3.74M |
 | MA | 12K | $6.02M |
 | MSFT | 5K | $1.91M |
 | LH | 4K | $974.66K |
 | BRK-B | 2K | $976.61K |
 | JNJ | 2K | $401.13K |
 | GOOG | 930 | $266.78K |
Kenvue Inc.
KVUE
Shares Held
727K
Value
$12.53M
NIKE, Inc.
NKE
Shares Held
149K
Value
$7.88M
Toast, Inc.
TOST
Shares Held
137K
Value
$3.64M
Bright Horizons Family Solutions Inc.
BFAM
Shares Held
135K
Value
$11.05M
Solventum Corporation
SOLV
Shares Held
107K
Value
$6.96M
United Parcel Service, Inc.
UPS
Shares Held
89K
Value
$8.80M
PayPal Holdings, Inc.
PYPL
Shares Held
85K
Value
$3.84M
Booking Holdings Inc.
BKNG
Shares Held
35K
Value
$5.94M
Visa Inc.
V
Shares Held
30K
Value
$8.96M
The Middleby Corporation
MIDD
Shares Held
28K
Value
$3.74M
Mastercard Incorporated
MA
Shares Held
12K
Value
$6.02M
Microsoft Corporation
MSFT
Shares Held
5K
Value
$1.91M
Labcorp Holdings Inc.
LH
Shares Held
4K
Value
$974.66K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$976.61K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$401.13K
Alphabet Inc.
GOOG
Shares Held
930
Value
$266.78K