Mayar Capital Ltd. Long-Term Concentrated

Location: London, United Kingdom

CIK: 0001858699 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 7, 2026

Total Value: $83.88M (100.0% shares, 0.0% debt)

Holdings (16)

KVUE KENVUE INC 14.9%

Value $12.53M Shares 726,716 Est. Cost $18.72 Unrealized -5.6%

BFAM BRIGHT HORIZONS FAM SOL IN D 13.2%

Value $11.05M Shares 134,534 Est. Cost $98.42 Unrealized -10.0%

V VISA INC 10.7%

Value $8.958M Shares 29,640 Est. Cost $321.08 Unrealized +2.5%

UPS UNITED PARCEL SERVICE INC 10.5%

Value $8.797M Shares 89,420 Est. Cost $137.96 Unrealized -20.4%

NKE NIKE INC 9.4%

Value $7.881M Shares 149,200 Est. Cost $65.20 Unrealized -1.9%

SOLV SOLVENTUM CORP 8.3%

Value $6.96M Shares 106,590 Est. Cost $71.61 Unrealized +9.5%

MA MASTERCARD INCORPORATED 7.2%

Value $6.017M Shares 12,042 Est. Cost $508.88 Unrealized +5.9%

BKNG BOOKING HOLDINGS INC 7.1%

Value $5.937M Shares 35,250 Est. Cost $4790.53 Unrealized -0.2%

PYPL PAYPAL HLDGS INC 4.6%

Value $3.843M Shares 84,972 Est. Cost $81.69 Unrealized -38.7%

MIDD MIDDLEBY CORP 4.5%

Value $3.739M Shares 28,200 Est. Cost $155.43 Unrealized 0.0%

TOST TOAST INC-CLASS A 4.3%

Value $3.64M Shares 137,300 Est. Cost $31.01 Unrealized 0.0%

MSFT MICROSOFT CORP 2.3%

Value $1.91M Shares 5,160 Est. Cost $434.61 Unrealized 0.0%

BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%

Value $977K Shares 2,038 Est. Cost $279.44 Unrealized +76.6%

LH LABORATORY CORP AMER HLDGS 1.2%

Value $975K Shares 3,653 Est. Cost $216.90 Unrealized +25.0%

JNJ JOHNSON & JOHNSON 0.5%

Value $401K Shares 1,641 Est. Cost $143.58 Unrealized +58.7%

GOOG ALPHABET INC 0.3%

Value $267K Shares 930 Est. Cost $107.76 Unrealized +200.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
KVUE	KENVUE INC	726,716	$12.53M	14.9%	$18.72	-5.6%	COM	49177J102
BFAM	BRIGHT HORIZONS FAM SOL IN D	134,534	$11.05M	13.2%	$98.42	-10.0%	COM	109194100
V	VISA INC	29,640	$8.958M	10.7%	$321.08	+2.5%	COM	92826C839
UPS	UNITED PARCEL SERVICE INC	89,420	$8.797M	10.5%	$137.96	-20.4%	COM	911312106
NKE	NIKE INC	149,200	$7.881M	9.4%	$65.20	-1.9%	COM	654106103
SOLV	SOLVENTUM CORP	106,590	$6.96M	8.3%	$71.61	+9.5%	COM	83444M101
MA	MASTERCARD INCORPORATED	12,042	$6.017M	7.2%	$508.88	+5.9%	COM	57636Q104
BKNG	BOOKING HOLDINGS INC	35,250	$5.937M	7.1%	$4790.53	-0.2%	COM	09857L108
PYPL	PAYPAL HLDGS INC	84,972	$3.843M	4.6%	$81.69	-38.7%	COM	70450Y103
MIDD	MIDDLEBY CORP	28,200	$3.739M	4.5%	$155.43	0.0%	COM	596278101
TOST	TOAST INC-CLASS A	137,300	$3.64M	4.3%	$31.01	0.0%	COM	888787108
MSFT	MICROSOFT CORP	5,160	$1.91M	2.3%	$434.61	0.0%	COM	594918104
BRK/B	BERKSHIRE HATHAWAY INC DEL	2,038	$977K	1.2%	$279.44	+76.6%	COM	084670702
LH	LABORATORY CORP AMER HLDGS	3,653	$975K	1.2%	$216.90	+25.0%	COM	504922105
JNJ	JOHNSON & JOHNSON	1,641	$401K	0.5%	$143.58	+58.7%	COM	478160104
GOOG	ALPHABET INC	930	$267K	0.3%	$107.76	+200.4%	COM	02079K107