Mayar Capital Ltd. — 13F holdings

Mayar Capital Ltd. reported 16 holdings worth $89.1M in its 13F filing for Q2 2026, filed July 22, 2026.

Largest positions

1. KVUE Kenvue Inc — $12.9M (14.5%)
2. V VISA INC — $9.47M (10.6%)
3. UPS UNITED PARCEL SERVICE INC — $8.95M (10.0%)
4. BFAM BRIGHT HORIZONS FAM SOL IN D — $8.88M (10.0%)
5. MA MASTERCARD INCORPORATED — $8.53M (9.6%)
6. NKE NIKE INC — $8.13M (9.1%)
7. SOLV SOLVENTUM CORP — $7.65M (8.6%)
8. TOST TOAST INC — $7.18M (8.1%)
9. BKNG BOOKING HOLDINGS INC — $6.86M (7.7%)
10. MIDD MIDDLEBY CORP — $4.51M (5.1%)