Mayar Capital Ltd. Top Holdings and 13F Report (2024)

About Mayar Capital Ltd.

Mayar Capital Ltd. has $107.67 million in total holdings as of June 30, 2024.
Mayar Capital Ltd. owns shares of 13 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
Approximately 2.28% of the portfolio was purchased this quarter.
About 8.81% of the portfolio was sold this quarter.
This quarter, Mayar Capital Ltd. has purchased 12 new stocks and bought additional shares in 3 stocks.
Mayar Capital Ltd. sold shares of 8 stocks and completely divested from 0 stocks this quarter.

Alphabet: 37,777 shares (about $6.93M)
3M: 13,527 shares (about $1.38M)
Bright Horizons Family Solutions: 2,971 shares (about $327.05K)
Electronic Arts: 2,094 shares (about $291.76K)
Visa: 809 shares (about $212.34K)

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GOOG Alphabet	$14,997,520	$6,929,057 ▼	-31.6%	81,766	13.9%	Computer and Technology
BFAM Bright Horizons Family Solutions	$14,941,819	$327,048 ▼	-2.1%	135,736	13.9%	Consumer Discretionary
UPS United Parcel Service	$14,436,033	$893,220 ▲	6.6%	105,488	13.4%	Transportation
EA Electronic Arts	$13,017,602	$291,757 ▼	-2.2%	93,430	12.1%	Consumer Discretionary
JNJ Johnson & Johnson	$10,917,129	$934,109 ▲	9.4%	74,693	10.1%	Medical
PYPL PayPal	$9,724,783	$28,087 ▲	0.3%	167,582	9.0%	Computer and Technology
V Visa	$9,502,464	$212,338 ▼	-2.2%	36,204	8.8%	Business Services
KVUE Kenvue	$5,738,590	$128,805 ▼	-2.2%	315,654	5.3%	Consumer Staples
MA Mastercard	$5,649,495	$127,054 ▼	-2.2%	12,806	5.2%	Business Services
LH Laboratory Co. of America	$4,003,449	$90,969 ▼	-2.2%	19,672	3.7%	Medical
MMM 3M	$3,320,971	$1,382,324 ▼	-29.4%	32,498	3.1%	Multi-Sector Conglomerates
BRK.B Berkshire Hathaway	$829,058		0.0%	2,038	0.8%	Finance
SOLVENTUM CORP	$594,953	$594,953 ▲	New Holding	11,251	0.6%	COM