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Mayar Capital Ltd.

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13F filer, CIK 1858699, LONDON, United Kingdom

Mayar Capital Ltd. reported $89,141,623 across 16 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-22. Its ten largest share positions make up 93.18% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001858699-26-000003

Period
2026-06-30
Reported value
$89.1M
Holdings
16
Top 10 weight
93.18%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TOSTadded+120,900$3.36M
MAadded+4,560$2.34M
NKEadded+48,800$2M
BKNGadded+3,220$574K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PYPLreduced-46,300-$2M
KVUEreduced-50,600-$967K
Vreduced-2,040-$700K
UPSreduced-6,200-$666K
BFAMreduced-9,300-$659K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001858699-26-000003, largest first. % of portfolio is the value over $89,141,623, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301,154 shares; 2024Q4: 265,816 shares; 2025Q1: 272,816 shares; 2025Q2: 239,816 shares; 2025Q3: 464,716 shares; 2025Q4: 726,716 shares; 2026Q1: 726,716 shares; 2026Q2: 676,116 shares 676,116$12.9M14.49%-50,600Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,704 shares; 2024Q4: 30,580 shares; 2025Q1: 5,780 shares; 2025Q2: 2,880 shares; 2025Q3: 2,880 shares; 2025Q4: 12,760 shares; 2026Q1: 29,640 shares; 2026Q2: 27,600 shares 27,600$9.47M10.62%-2,040Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,688 shares; 2024Q4: 104,320 shares; 2025Q1: 106,520 shares; 2025Q2: 107,020 shares; 2025Q3: 107,020 shares; 2025Q4: 107,020 shares; 2026Q1: 89,420 shares; 2026Q2: 83,220 shares 83,220$8.95M10.04%-6,200Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,236 shares; 2024Q4: 60,234 shares; 2025Q1: 30,634 shares; 2025Q2: 15,534 shares; 2025Q3: 46,634 shares; 2025Q4: 80,934 shares; 2026Q1: 134,534 shares; 2026Q2: 125,234 shares 125,234$8.88M9.96%-9,300Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,206 shares; 2024Q4: 10,742 shares; 2025Q1: 3,542 shares; 2025Q2: 1,842 shares; 2025Q3: 1,842 shares; 2025Q4: 1,842 shares; 2026Q1: 12,042 shares; 2026Q2: 16,602 shares 16,602$8.53M9.57%+4,560Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,700 shares; 2025Q2: 58,500 shares; 2025Q3: 58,500 shares; 2025Q4: 149,200 shares; 2026Q1: 149,200 shares; 2026Q2: 198,000 shares 198,000$8.13M9.12%+48,800Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,551 shares; 2024Q4: 30,290 shares; 2025Q1: 86,990 shares; 2025Q2: 106,590 shares; 2025Q3: 106,590 shares; 2025Q4: 106,590 shares; 2026Q1: 106,590 shares; 2026Q2: 99,190 shares 99,190$7.65M8.58%-7,400Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 137,300 shares; 2026Q2: 258,200 shares 258,200$7.18M8.06%+120,900Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 870 shares; 2026Q1: 35,250 shares; 2026Q2: 38,470 shares 38,470$6.86M7.69%+3,220Timeline
MIDDMIDDLEBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,200 shares; 2026Q2: 26,200 shares 26,200$4.51M5.06%-2,000Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,160 shares; 2026Q2: 4,800 shares 4,800$1.79M2.01%-360Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,882 shares; 2024Q4: 66,272 shares; 2025Q1: 44,472 shares; 2025Q2: 45,372 shares; 2025Q3: 73,372 shares; 2025Q4: 73,372 shares; 2026Q1: 84,972 shares; 2026Q2: 38,672 shares 38,672$1.67M1.87%-46,300Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,038 shares; 2024Q4: 2,038 shares; 2025Q1: 2,038 shares; 2025Q2: 2,038 shares; 2025Q3: 2,038 shares; 2025Q4: 2,038 shares; 2026Q1: 2,038 shares; 2026Q2: 2,038 shares 2,038$1.02M1.14%0Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,772 shares; 2024Q4: 12,433 shares; 2025Q1: 8,133 shares; 2025Q2: 8,333 shares; 2025Q3: 8,333 shares; 2025Q4: 8,333 shares; 2026Q1: 3,653 shares; 2026Q2: 3,413 shares 3,413$956K1.07%-240Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,493 shares; 2024Q4: 63,341 shares; 2025Q1: 64,941 shares; 2025Q2: 65,141 shares; 2025Q3: 65,141 shares; 2025Q4: 31,241 shares; 2026Q1: 1,641 shares; 2026Q2: 1,641 shares 1,641$417K0.47%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,166 shares; 2024Q4: 69,130 shares; 2025Q1: 33,130 shares; 2025Q2: 33,130 shares; 2025Q3: 33,130 shares; 2025Q4: 930 shares; 2026Q1: 930 shares; 2026Q2: 630 shares 630$223K0.25%-300Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001858699-26-000003 base2026-07-22acceptance time not in the bulk data set