Filed: 5/7/2026ACC: 0001858699-26-000002
📋 What this filing means
MAYAR CAPITAL LTD. filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $83.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$83.88M
Total AUM (reported)
1.55M
Total Shares
Allocation by class
COM$83.88M100.0%
Portfolio Concentration
Top 3$32.54M38.8%
4–10$43.17M51.5%
11–25$8.17M9.7%
Top 3 weight
38.8%
Top 10 weight
90.3%
Voting Authority Distribution
Total shares with voting rights: 1.55M
Sole
Full voting authority
1.55M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
KENVUE INC
SOLEShares726.72K
TypeSH
Market value$12.53M
14.94%
Sole
726.72K
Shared
0.00
None
0.00
BRIGHT HORIZONS FAM SOL IN D
SOLEShares134.53K
TypeSH
Market value$11.05M
13.17%
Sole
134.53K
Shared
0.00
None
0.00
VISA INC
SOLEShares29.64K
TypeSH
Market value$8.96M
10.68%
Sole
29.64K
Shared
0.00
None
0.00
UNITED PARCEL SERVICE INC
SOLEShares89.42K
TypeSH
Market value$8.80M
10.49%
Sole
89.42K
Shared
0.00
None
0.00
NIKE INC
SOLEShares149.20K
TypeSH
Market value$7.88M
9.40%
Sole
149.20K
Shared
0.00
None
0.00
SOLVENTUM CORP
SOLEShares106.59K
TypeSH
Market value$6.96M
8.30%
Sole
106.59K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares12.04K
TypeSH
Market value$6.02M
7.17%
Sole
12.04K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares35.25K
TypeSH
Market value$5.94M
7.08%
Sole
35.25K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares84.97K
TypeSH
Market value$3.84M
4.58%
Sole
84.97K
Shared
0.00
None
0.00
MIDDLEBY CORP
SOLEShares28.20K
TypeSH
Market value$3.74M
4.46%
Sole
28.20K
Shared
0.00
None
0.00
TOAST INC-CLASS A
SOLEShares137.30K
TypeSH
Market value$3.64M
4.34%
Sole
137.30K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5.16K
TypeSH
Market value$1.91M
2.28%
Sole
5.16K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.04K
TypeSH
Market value$976.6K
1.16%
Sole
2.04K
Shared
0.00
None
0.00
LABORATORY CORP AMER HLDGS
SOLEShares3.65K
TypeSH
Market value$974.7K
1.16%
Sole
3.65K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares1.64K
TypeSH
Market value$401.1K
0.48%
Sole
1.64K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares930.00
TypeSH
Market value$266.8K
0.32%
Sole
930.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KENVUE INCSOLE | COM | 726.72K | SH | $12.53M 14.94% | 726.72K | 0.00 | 0.00 |
BRIGHT HORIZONS FAM SOL IN DSOLE | COM | 134.53K | SH | $11.05M 13.17% | 134.53K | 0.00 | 0.00 |
VISA INCSOLE | COM | 29.64K | SH | $8.96M 10.68% | 29.64K | 0.00 | 0.00 |
UNITED PARCEL SERVICE INCSOLE | COM | 89.42K | SH | $8.80M 10.49% | 89.42K | 0.00 | 0.00 |
NIKE INCSOLE | COM | 149.20K | SH | $7.88M 9.40% | 149.20K | 0.00 | 0.00 |
SOLVENTUM CORPSOLE | COM | 106.59K | SH | $6.96M 8.30% | 106.59K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | COM | 12.04K | SH | $6.02M 7.17% | 12.04K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 35.25K | SH | $5.94M 7.08% | 35.25K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 84.97K | SH | $3.84M 4.58% | 84.97K | 0.00 | 0.00 |
MIDDLEBY CORPSOLE | COM | 28.20K | SH | $3.74M 4.46% | 28.20K | 0.00 | 0.00 |
TOAST INC-CLASS ASOLE | COM | 137.30K | SH | $3.64M 4.34% | 137.30K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.16K | SH | $1.91M 2.28% | 5.16K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | COM | 2.04K | SH | $976.6K 1.16% | 2.04K | 0.00 | 0.00 |
LABORATORY CORP AMER HLDGSSOLE | COM | 3.65K | SH | $974.7K 1.16% | 3.65K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 1.64K | SH | $401.1K 0.48% | 1.64K | 0.00 | 0.00 |
ALPHABET INCSOLE | COM | 930.00 | SH | $266.8K 0.32% | 930.00 | 0.00 | 0.00 |