Mayar Capital Ltd.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 22, 2026), Mayar Capital Ltd. reported 16 stock positions worth $89.1 million. Its top holding was Kenvue (KVUE) at 14.5% of the portfolio, followed by Visa Class A (V, 10.6%) and United Parcel Service Class B (UPS, 10.0%). Compared with Q1 2026, it added to 3 and reduced 11. The biggest buy was Toast Class A (TOST, shares +88%) and the biggest sale Bright Horizons Family Solut (BFAM, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001858699
- Portfolio Value
- $89.1M (Q2 2026)
- SEC Filing
- 0001858699-26-000003 ↗ filed Jul 22, 2026
Holdings Value
Holdings 16 stocks · $89.1M
| KVUE Kenvue Inc. | 14.49% | 676,116 | $12.9M | Reduce -7.0% |
| V Visa Inc. Class A | 10.62% | 27,600 | $9.5M | Reduce -6.9% |
| UPS United Parcel Service Class B | 10.04% | 83,220 | $8.9M | Reduce -6.9% |
| BFAM Bright Horizons Family Solut | 9.96% | 125,234 | $8.9M | Reduce -6.9% |
| MA Mastercard Inc. Class A | 9.57% | 16,602 | $8.5M | Add +37.9% |
| NKE Nike Inc. Class B | 9.12% | 198,000 | $8.1M | Add +32.7% |
| SOLV Solventum Corp. | 8.58% | 99,190 | $7.7M | Reduce -6.9% |
| TOST Toast Inc. Class A | 8.06% | 258,200 | $7.2M | Add +88.1% |
| BKNG Booking Holdings Inc. | 7.69% | 38,470 | $6.9M | Reduce -95.6% |
| MIDD Middleby Corp. | 5.06% | 26,200 | $4.5M | Reduce -7.1% |
| MSFT Microsoft Corp. | 2.01% | 4,800 | $1.8M | Reduce -7.0% |
| PYPL PayPal Holdings Inc. | 1.87% | 38,672 | $1.7M | Reduce -54.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.14% | 2,038 | $1.0M | No change |
| LH Labcorp Holdings Inc. | 1.07% | 3,413 | $956K | Reduce -6.6% |
| JNJ Johnson & Johnson | 0.47% | 1,641 | $417K | No change |
| GOOG Alphabet Inc. Class C | 0.25% | 630 | $223K | Reduce -32.3% |
Portfolio Sells Q1 2026 → Q2 2026
| BFAM Bright Horizons Family Solut | Reduce -6.9% | 9.96% | −3.21 |
| PYPL PayPal Holdings Inc. | Reduce -54.5% | 1.87% | −2.71 |
| UPS United Parcel Service Class B | Reduce -6.9% | 10.04% | −0.45 |
| KVUE Kenvue Inc. | Reduce -7.0% | 14.49% | −0.44 |
| MSFT Microsoft Corp. | Reduce -7.0% | 2.01% | −0.27 |
| LH Labcorp Holdings Inc. | Reduce -6.6% | 1.07% | −0.09 |
| GOOG Alphabet Inc. Class C | Reduce -32.3% | 0.25% | −0.07 |
| V Visa Inc. Class A | Reduce -6.9% | 10.62% | −0.06 |
| SOLV Solventum Corp. | Reduce -6.9% | 8.58% | +0.29 |
| MIDD Middleby Corp. | Reduce -7.1% | 5.06% | +0.60 |
| BKNG Booking Holdings Inc. | Reduce -95.6% | 7.69% | +0.61 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 16 | $89.1M | KVUE, V, UPS, BFAM, MA |
| Q1 2026 | 16 | $83.9M | KVUE, BFAM, V, UPS, NKE |
| Q4 2025 | 13 | $73.7M | KVUE, UPS, NKE, SOLV, BFAM |
| Q3 2025 | 12 | $63.9M | JNJ, UPS, GOOG, SOLV, KVUE |
| Q2 2025 | 12 | $54.4M | UPS, JNJ, SOLV, GOOG, KVUE |
| Q1 2025 | 12 | $56.4M | UPS, JNJ, SOLV, KVUE, GOOG |
| Q4 2024 | 12 | $76.4M | GOOG, UPS, V, JNJ, BFAM |
| Q3 2024 | 12 | $102.8M | UPS, GOOG, PYPL, JNJ, EA |
| Q2 2024 | 13 | $107.7M | GOOG, BFAM, UPS, EA, JNJ |
| Q1 2024 | 12 | $117.0M | GOOG, BFAM, UPS, EA, PYPL |