Mayar Capital Ltd.

Q1 2026 13F-HR Holdings

Location
London, X0
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
16
Total value ($000)
$83,879
Net value change ($000)
+10,228 (13.9%)
New positions
3
Sold out positions
0
Turnover %
11.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MA 4,965 472.0%
V 4,483 100.2%
MIDD 3,739 NEW
TOST 3,640 NEW
BFAM 2,842 34.6%
MSFT 1,910 NEW
BKNG 1,278 27.4%
Top Reduces (Value $000, Stocks/ETFs)
JNJ -6,064 -93.8%
UPS -1,818 -17.1%
NKE -1,625 -17.1%
SOLV -1,486 -17.6%
LH -1,116 -53.4%
PYPL -440 -10.3%
BRK-B -47 -4.6%
GOOGL -25 -8.6%
KVUE -7 -0.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type