Stefan Dawidowsk

Mayar Capital Ltd.

Assets Managed

$83.879M

Holdings

Last Quarter

2026 - Q1

Filed Date

14d ago

Growth Rate

13.89%(2Q avg: 14.56%)

Sustained Growth

3 quarters

Portfolio positions

This chart displays the top 10 holdings in Mayar Capital Ltd.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 16 positions.

Assets under management

The assets under management (AUM) of Mayar Capital Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 83.879M in assets, with a quarterly growth rate of 13.89% and a 2-quarter average growth rate of 14.56%. The portfolio is managed by Stefan Dawidowsk, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
KVUE Kenvue Inc Recent Activity	14.94%	$12.529M 726,716 shares@ $17.25 avg price
BFAM Bright Horizons Family Solut Recent Activity Increased 66.23%	13.18%	$11.049M 134,534 shares@ $82.13 avg price	Increased 66.23%
V Visa Inc-class A Shares Recent Activity Increased 132.29%	10.69%	$8.958M 29,640 shares@ $302.25 avg price	Increased 132.29%
UPS United Parcel Service-cl B Recent Activity Decreased -16.44%	10.49%	$8.797M 89,420 shares@ $98.39 avg price	Decreased -16.44%
NKE Nike Inc -cl B Recent Activity	9.4%	$7.881M 149,200 shares@ $52.82 avg price
SOLV Solventum Corp Recent Activity	8.3%	$6.96M 106,590 shares@ $65.3 avg price
MA Mastercard Inc - A Recent Activity Increased 553.75%	7.18%	$6.017M 12,042 shares@ $499.67 avg price	Increased 553.75%
BKNG Booking Holdings Inc Recent Activity Increased 3951.73%	7.08%	$5.937M 35,250 shares@ $168.42 avg price	Increased 3951.73%
PYPL Paypal Holdings Inc Recent Activity Increased 15.81%	4.59%	$3.843M 84,972 shares@ $45.24 avg price	Increased 15.81%
MIDD Middleby Corp Recent Activity New Position	4.46%	$3.739M 28,200 shares@ $132.58 avg price	New Position

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