Mayar Capital Ltd.

Q3 2026 13F-HR Holdings

Location
London, X0
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
16
Total value ($000)
$78,760
Net value change ($000)
-10,382 (-11.6%)
New positions
1
Sold out positions
1
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MIDD 1,273 28.2%
BKNG 813 11.9%
SOLV 412 5.4%
TOST 227 3.2%
SUNB 184 NEW
LH 22 2.3%
JNJ 17 4.1%
MA 11 0.1%
Top Reduces (Value $000, Stocks/ETFs)
KVUE -4,986 -38.6%
UPS -1,703 -19.0%
PYPL -1,670 -100.0%
MSFT -1,605 -89.7%
NKE -1,593 -19.6%
BFAM -1,445 -16.3%
V -313 -3.3%
GOOG -22 -9.9%
BRK-B -5 -0.5%
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