2026 Q2 Portfolio Activity
In 2026 Q2, Mayar Capital Ltd. maintained a portfolio of 16 distinct positions. They heavily accumulated shares in TOAST INC-CLASS A, increasing the position by 88.1%. The fund also reduced its exposure to PAYPAL HLDGS INC by 54.5%.
Position History
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Total Positions
16
Quarter
2026 Q2
Top Holding
KVUE (14.5%)
Top 10 Concentration
93.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-16 of 16
Mayar Capital Ltd. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
KVUE
KENVUE INC
|
Consumer Defensive | 14.49% | 14.94% |
#1
Prev: #1
|
6.5 |
—
|
-50,600 | -7.0% |
P
S
|
676,116 | $12,920,577 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
V
VISA INC
|
Financial Services | 10.62% | 10.68% |
#2
1
Prev: #3
|
6.0 |
—
|
-2,040 | -6.9% |
P
S
|
27,600 | $9,469,284 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
UPS
UNITED PARCEL S...
|
Industrials | 10.04% | 10.49% |
#3
1
Prev: #4
|
5.5 |
—
|
-6,200 | -6.9% |
P
S
|
83,220 | $8,946,150 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
BFAM
BRIGHT HORIZONS...
|
Consumer Cyclical | 9.96% | 13.17% |
#4
2
Prev: #2
|
5.0 |
—
|
-9,300 | -6.9% |
P
S
|
125,234 | $8,876,586 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 9.57% | 7.17% |
#5
2
Prev: #7
|
6.8 |
—
|
4,560 | 37.9% |
P
S
|
16,602 | $8,526,787 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
NKE
NIKE INC
|
Consumer Cyclical | 9.12% | 9.40% |
#6
1
Prev: #5
|
6.1 |
—
|
48,800 | 32.7% |
P
S
|
198,000 | $8,127,900 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
SOLV
SOLVENTUM CORP
|
Healthcare | 8.58% | 8.30% |
#7
1
Prev: #6
|
3.9 |
—
|
-7,400 | -6.9% |
P
S
|
99,190 | $7,652,509 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
TOST
TOAST INC-CLASS...
|
Technology | 8.06% | 4.34% |
#8
3
Prev: #11
|
6.2 |
—
|
120,900 | 88.1% |
P
S
|
258,200 | $7,183,124 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
BKNG
BOOKING HOLDING...
|
Consumer Cyclical | 7.69% | 7.08% |
#9
1
Prev: #8
|
5.1 |
—
|
3,220 | 9.1% |
P
S
|
38,470 | $6,856,893 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
MIDD
MIDDLEBY CORP
|
Industrials | 5.06% | 4.46% |
#10
Prev: #10
|
2.5 |
—
|
-2,000 | -7.1% |
P
S
|
26,200 | $4,506,662 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.01% | 2.28% |
#11
1
Prev: #12
|
1.3 |
—
|
-360 | -7.0% |
P
S
|
4,800 | $1,790,496 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
PYPL
PAYPAL HLDGS IN...
|
Financial Services | 1.87% | 4.58% |
#12
3
Prev: #9
|
0.7 |
—
|
-46,300 | -54.5% |
P
S
|
38,672 | $1,669,857 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.14% | 1.16% |
#13
Prev: #13
|
1.5 |
—
|
no change | no change |
P
S
|
2,038 | $1,019,795 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
LH
LABORATORY CORP...
|
Healthcare | 1.07% | 1.16% |
#14
Prev: #14
|
0.9 |
—
|
-240 | -6.6% |
P
S
|
3,413 | $955,640 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.47% | 0.48% |
#15
Prev: #15
|
1.2 |
—
|
no change | no change |
P
S
|
1,641 | $416,765 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.25% | 0.32% |
#16
Prev: #16
|
0.1 |
—
|
-300 | -32.3% |
P
S
|
630 | $222,598 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 |
Showing 1-16 of 16 holdings