Mayar Capital Ltd. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity securities portfolio as of September 30, 2026. The filing, signed by Chief Operating Officer Stefan Dawidowsk, lists the firm's holdings across 16 distinct positions.
The largest position disclosed in the portfolio is Booking Holdings Inc., for which the firm holds 47,080 shares. Other significant holdings include Kenvue Inc., with 449,316 shares, and Nike Inc. Class B, with 184,600 shares. The filing also lists substantial stakes in Solventum Corp., with 91,490 shares, and Toast Inc. Class A, with 255,600 shares.
Among the other companies named in the report are Visa Inc. Class A, with 25,480 shares; United Parcel Service Inc. Class B, with 77,520 shares; and Mastercard Incorporated Class A, with 15,482 shares. The filing also includes positions in Alphabet Inc., Berkshire Hathaway Inc., Johnson & Johnson, LabCorp Holdings, Middleby Corp., Bright Horizons Family Solutions, and Sunbelt Rentals Holdings.
