Mayar Capital Ltd. - Q12026 Holdings

Mayar Capital Ltd. holds 16 stocks with a total portfolio value of $ 83.88M as of Q12026. In Q12026, Mayar Capital Ltd. added 3 new positions, increased stakes in 5 stocks, reduced 3 holdings, and fully exited 0 positions. The largest holding is Kenvue Inc (KVUE), representing 14.94% of the total portfolio.