Mayar Capital Ltd.
Filing Date
Global Rank
#8,376
/ 8,798
▼ 281
· as of Jun 2026
Top Industry
Credit Services
22.1%
Period ended 3 months ago
Filed Jul 22, 2026 · 3mo
22 quarters · since Mar 2021
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
16 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
14.5%
−0.4 pts
Top 5
54.7%
−4.0 pts
Top 10
93.2%
+2.9 pts
HHI
931
Diversified−16
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 26.8% | $23,861,377 |
| Financial Services | 23.2% | $20,685,721 |
| Industrials | 15.1% | $13,452,810 |
| Consumer Defensive | 14.5% | $12,920,576 |
| Healthcare | 10.1% | $9,024,912 |
| Technology | 10.1% | $8,973,620 |
| Communication Services | 0.2% | $222,597 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
4 positions
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KVUE | Kenvue Inc. | −50,600 | 676,116 | $12,920,576 | |
| PYPL | PayPal Holdings, Inc. | −46,300 | 38,672 | $1,669,856 | |
| BFAM | Bright Horizons Family Solutions Inc. | −9,300 | 125,234 | $8,876,585 | |
| SOLV | Solventum Corp | −7,400 | 99,190 | $7,652,508 | |
| UPS | United Parcel Service Inc | −6,200 | 83,220 | $8,946,150 | |
| V | Visa Inc. | −2,040 | 27,600 | $9,469,284 | |
| MIDD | MIDDLEBY Corp | −2,000 | 26,200 | $4,506,660 | |
| MSFT | Microsoft Corp | −360 | 4,800 | $1,790,496 | |
| GOOGL | Alphabet Inc. | −300 | 630 | $222,597 | |
| LH | Labcorp Holdings Inc. | −240 | 3,413 | $955,640 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
16 tracked positions ·
$89,141,613 total
· filing declares
16 positions · $89,141,623
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| KVUE |
Kenvue Inc.
Consumer Defensive
|
Reduced | 676,116 | $12,920,576 | 14.49% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 27,600 | $9,469,284 | 10.62% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 83,220 | $8,946,150 | 10.04% | |
| BFAM |
Bright Horizons Family Solutions Inc.
Consumer Cyclical
|
Reduced | 125,234 | $8,876,585 | 9.96% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 16,602 | $8,526,787 | 9.57% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Added | 198,000 | $8,127,900 | 9.12% | |
| SOLV |
Solventum Corp
Healthcare
|
Reduced | 99,190 | $7,652,508 | 8.58% | |
| TOST |
Toast, Inc.
Technology
|
Added | 258,200 | $7,183,124 | 8.06% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 38,470 | $6,856,892 | 7.69% | |
| MIDD |
MIDDLEBY Corp
Industrials
|
Reduced | 26,200 | $4,506,660 | 5.06% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 4,800 | $1,790,496 | 2.01% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Reduced | 38,672 | $1,669,856 | 1.87% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 2,038 | $1,019,794 | 1.14% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
Reduced | 3,413 | $955,640 | 1.07% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,641 | $416,764 | 0.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 630 | $222,597 | 0.25% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.