Q2 2026 13F · SEC CIK 1858699
Mayar Capital Ltd.
Asset managerFiled 2026-07-22 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $89.1M
- Reported positions
- 16
- Top holdings a year, 3 yrs
- +11.8%
- Average holding period
- 3.2 yrs
Mayar Capital Ltd. is an asset manager that reported 16 positions worth $89.1M in its Q2 2026 13F, filed 2026-07-22. Its largest holdings were Kenvue Inc (KVUE, 14.5%), Visa Inc (V, 10.6%), United Parcel Svcs Inc (UPS, 10.0%). A portfolio copying its top holdings returned 11.8% a year over the last 3 years, against 22.3% for the S&P 500.
Mayar Capital Ltd. holdings all 16 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| KVUEKenvue Inc | 14.5% | -7.0% | $12.9M |
| VVisa Inc | 10.6% | -6.9% | $9.5M |
| UPSUnited Parcel Svcs Inc | 10.0% | -6.9% | $8.9M |
| BFAMBright Horizons Fam Sol in D | 10.0% | -6.9% | $8.9M |
| MAMastercard Incorporated | 9.6% | +37.9% | $8.5M |
| NKENike Inc | 9.1% | +32.7% | $8.1M |
| SOLVSolventum Corporation Common S | 8.6% | -6.9% | $7.7M |
| TOSTToast Inc | 8.1% | +88.1% | $7.2M |
| BKNGBooking Holdings Inc | 7.7% | +9.1% | $6.9M |
| MIDDMiddleby Corp | 5.1% | -7.1% | $4.5M |
| MSFTMicrosoft Corp | 2.0% | -7.0% | $1.8M |
| PYPLPaypal Hldgs Inc | 1.9% | -54.5% | $1.7M |
| BRK-BBerkshire Hathaway Inc Del | 1.1% | +0.0% | $1.0M |
| LHLabcorp Holdings Inc | 1.1% | -6.6% | $956K |
| JNJJohnson & Johnson | 0.5% | +0.0% | $417K |
| GOOGAlphabet Inc | 0.3% | -32.3% | $223K |
What Mayar Capital Ltd. bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
- TOST Toast Inc+88.1% shares
- MA Mastercard Incorporated+37.9% shares
- NKE Nike Inc+32.7% shares
- BKNG Booking Holdings Inc+9.1% shares
Reduced
- PYPL Paypal Hldgs Inc-54.5% shares
- GOOG Alphabet Inc-32.3% shares
- MIDD Middleby Corp-7.1% shares
- MSFT Microsoft Corp-7.0% shares
- KVUE Kenvue Inc-7.0% shares
- SOLV Solventum Corporation Common S-6.9% shares
- UPS United Parcel Svcs Inc-6.9% shares
- BFAM Bright Horizons Fam Sol in D-6.9% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +6.8% /yr
- S&P 500 +11.7%
- 3 years
- +11.8% /yr
- S&P 500 +22.3%
- 5 years
- +2.6% /yr
- S&P 500 +10.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $89.1M | 16 |
| Q1 2026 | $83.9M | 16 |
| Q4 2025 | $73.7M | 13 |
| Q3 2025 | $63.9M | 12 |
| Q2 2025 | $54.4M | 12 |
| Q1 2025 | $56.4M | 12 |
| Q4 2024 | $76.4M | 12 |
| Q3 2024 | $102.8M | 12 |
| Q2 2024 | $107.7M | 13 |
| Q1 2024 | $117.0M | 12 |
| Q4 2023 | $123.1M | 12 |
| Q3 2023 | $117.2M | 14 |
Questions about Mayar Capital Ltd.'s portfolio
What stocks does Mayar Capital Ltd. own?
Mayar Capital Ltd.'s latest 13F, for Q2 2026 and filed Jul 22, 2026, lists 16 positions worth $89.1M. The largest are Kenvue Inc (KVUE) at 14.5%, Visa Inc (V) at 10.6%, United Parcel Svcs Inc (UPS) at 10.0%, Bright Horizons Fam Sol in D (BFAM) at 10.0% and Mastercard Incorporated (MA) at 9.6%.
What did Mayar Capital Ltd. buy last quarter?
In Q2 2026, Mayar Capital Ltd. added Toast Inc (TOST) (+88.1% shares), Mastercard Incorporated (MA) (+37.9% shares) and Nike Inc (NKE) (+32.7% shares), compared with its Q1 2026 filing.
What did Mayar Capital Ltd. sell last quarter?
In Q2 2026, Mayar Capital Ltd. Paypal Hldgs Inc (PYPL) (-54.5% shares), Alphabet Inc (GOOG) (-32.3% shares) and Middleby Corp (MIDD) (-7.1% shares), compared with its Q1 2026 filing.
How has Mayar Capital Ltd.'s portfolio performed?
A portfolio copying Mayar Capital Ltd.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.8% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +6.8% against +11.7%. Over 5 years: +2.6% a year against +10.6%.
When is Mayar Capital Ltd.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Mayar Capital Ltd.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.