Mayar Capital Ltd.
Top Portfolio Positions
14 positions ·
$225,112,861 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
35,250 | $148,413,772 | 65.93% |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
726,716 | $12,528,583 | 5.57% |
| BFAM |
Bright Horizons Family Solutions Inc.
Consumer Cyclical
|
134,534 | $11,049,277 | 4.91% |
| V |
Visa Inc.
Financial Services
|
29,640 | $8,958,393 | 3.98% |
| UPS |
United Parcel Service Inc
Industrials
|
89,420 | $8,797,139 | 3.91% |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
149,200 | $7,880,744 | 3.50% |
| SOLV |
Solventum Corp
Healthcare
|
106,590 | $6,960,327 | 3.09% |
| MA |
Mastercard Inc
Financial Services
|
12,042 | $6,016,905 | 2.67% |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
84,972 | $3,843,283 | 1.71% |
| MIDD |
MIDDLEBY Corp
Industrials
|
28,200 | $3,738,756 | 1.66% |
Portfolio Trend
Holdings in BFAM
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,049,277 | 134,534 | Shares | Sole | 2026-05-07 | |
| No quarters match your search. | ||||||