The Analysis of Mayar Capital Ltd.'s Holdings


Currently, Mayar Capital Ltd. holds 13 types of securities in its portfolio with a total value $73.7M. In the most recent quarter, they have increased their positions in NKE (+90.7K shares, valued at $5.8M), BKNG (+870 shares, valued at $4.7M), KVUE (+262.0K shares, valued at $4.5M); decreased their positions in N/A (-32.2K shares, valued at $10.1M), JNJ (-33.9K shares, valued at $7.0M); initiated new positions in BKNG (+870 shares, valued at $4.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
KVUE KENVUE INC726.7K shares56.38%2025-12-312026-01-27history
UPS UNITED PARCEL SERVICE INC107.0K shares0.00%2025-12-312026-01-27history
NKE NIKE INC149.2K shares155.04%2025-12-312026-01-27history
SOLV SOLVENTUM CORP106.6K shares0.00%2025-12-312026-01-27history
BFAM BRIGHT HORIZONS FAM SOL IN D80.9K shares73.55%2025-12-312026-01-27history
JNJ JOHNSON & JOHNSON31.2K shares-52.04%2025-12-312026-01-27history
BKNG BOOKING HOLDINGS INC870 sharesnew addition2025-12-312026-01-27history
V VISA INC12.8K shares343.06%2025-12-312026-01-27history
Sponsored
PYPL PAYPAL HLDGS INC73.4K shares0.00%2025-12-312026-01-27history
LH LABORATORY CORP AMER HLDGS8.3K shares0.00%2025-12-312026-01-27history
MA MASTERCARD INCORPORATED1.8K shares0.00%2025-12-312026-01-27history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.0K shares0.00%2025-12-312026-01-27history
ALPHABET INC ALPHABET INC930 shares-97.19%2025-12-312026-01-27history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available