MC

Mayar Capital Ltd.

13F
Mayar Capital Ltd.
Last update 2024-11-05 12 Stocks (0 new)
Value $103.00 Mil Turnover 2 %
Countries:
Top Holdings: UPS(15.73%)GOOG(12.71%)PYPL(12.13%)JNJ(11.27%)EA(11.25%)
Portfolio Report
Summary Stock Picks Current Portfolio
Mayar Capital Ltd. Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
UPS 		United Parcel Service Inc
118,688
16181.920
+12.51%
15.730
+1.75%
0.010
+10.50%
-11.38%
115278.243
Transportation
GOOG 		Alphabet Inc
78,166
13068.570
-4.40%
12.710
-0.61%
0.000
+12.10%
+28.02%
2184911.811
Interactive Media
PYPL 		PayPal Holdings Inc
159,882
12475.590
-4.59%
12.130
-0.41%
0.020
+31.59%
+34.44%
82238.259
Credit Services
JNJ 		Johnson & Johnson
71,493
11586.160
-4.28%
11.270
-0.43%
0.000
-0.21%
+2.76%
377792.159
Drug Manufacturers
EA 		Electronic Arts Inc
80,630
11565.570
-13.70%
11.250
-1.66%
0.030
+9.29%
+15.69%
41373.538
Interactive Media
BFAM 		Bright Horizons Family Solutions Inc
68,236
9561.910
-49.73%
9.300
-6.90%
0.120
-9.34%
+26.04%
6788.436
Personal Services
V 		Visa Inc
34,704
9541.870
-4.14%
9.280
-0.37%
0.000
+19.70%
+18.38%
594136.526
Credit Services
KVUE 		Kenvue Inc
301,154
6965.690
-4.59%
6.770
-0.24%
0.020
+8.91%
+7.74%
44451.034
Consumer Packaged Goods
MA 		Mastercard Inc
12,206
6027.320
-4.69%
5.860
-0.25%
0.000
+15.84%
+22.72%
476749.062
Credit Services
LH 		Labcorp Holdings Inc
18,772
4195.170
-4.58%
4.080
-0.17%
0.020
+7.11%
+4.09%
19643.936
Medical Diagnostics & Research

Mayar Capital Ltd.'s Historical Top Holdings Breakdowns

Mayar Capital Ltd.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BFAM 		Bright Horizons Family Solutions Inc2024-09-30Reduce
-6.90%
â—Ź
107.74 ($129.37) 140.72
$116.95
-9.60%
Reduce -49.73%
68,236
-67,500
MMM 		3M Co2024-09-30Sold Out
-3.08%
â—Ź
99.69 ($122.42) 139.44
$134.16
9.59%
Sold Out
0
-32,498
UPS 		United Parcel Service Inc2024-09-30Add
+1.75%
â—Ź
123.32 ($131.29) 147.38
$134.58
2.51%
Add 12.51%
118,688
13,200
EA 		Electronic Arts Inc2024-09-30Reduce
-1.66%
â—Ź
137.32 ($145) 151.82
$157.75
8.79%
Reduce -13.7%
80,630
-12,800
GOOG 		Alphabet Inc2024-09-30Reduce
-0.61%
â—Ź
149.54 ($169.25) 192.66
$179.50
6.05%
Reduce -4.4%
78,166
-3,600
JNJ 		Johnson & Johnson2024-09-30Reduce
-0.43%
â—Ź
145.48 ($159.33) 167.38
$156.91
-1.52%
Reduce -4.28%
71,493
-3,200
PYPL 		PayPal Holdings Inc2024-09-30Reduce
-0.41%
â—Ź
57.22 ($66.89) 80.08
$82.03
22.63%
Reduce -4.59%
159,882
-7,700
V 		Visa Inc2024-09-30Reduce
-0.37%
â—Ź
253.74 ($270.36) 291.56
$305.99
13.18%
Reduce -4.14%
34,704
-1,500
MA 		Mastercard Inc2024-09-30Reduce
-0.25%
â—Ź
429.6 ($465.04) 500.99
$519.43
11.70%
Reduce -4.69%
12,206
-600
KVUE 		Kenvue Inc2024-09-30Reduce
-0.24%
â—Ź
17.7 ($20.72) 23.39
$23.21
12.02%
Reduce -4.59%
301,154
-14,500

Mayar Capital Ltd. Total Holding History ($B)

To

Mayar Capital Ltd.'s Asset Allocation

To

Mayar Capital Ltd. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Mayar Capital Ltd.'s Hypothetical Growth since 2024-09-30

Mayar Capital Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

Mayar Capital Ltd.'s Holdings Heat Map

Size field:

Mayar Capital Ltd.'s Holdings Bubble Chart

Mayar Capital Ltd. News

  • 1

Discussions on Mayar Capital Ltd.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.