21 is the total number of securities Mayar Capital Ltd. has owned. The longest Mayar Capital Ltd. has owned a single stock is 11 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| UPS | UNITED PARCEL SERVICE INC | 11 | 11 | 10.80% | 12.95% | 14.99% | Q1 2021 | Q3 2023 | 11 |
| EA | ELECTRONIC ARTS INC | 11 | 11 | 10.78% | 11.95% | 12.94% | Q1 2021 | Q3 2023 | 11 |
| GOOG | ALPHABET INC | 11 | 11 | 6.35% | 10.53% | 17.32% | Q1 2021 | Q3 2023 | 11 |
| JNJ | JOHNSON & JOHNSON | 11 | 11 | 4.26% | 9.54% | 14.61% | Q1 2021 | Q3 2023 | 11 |
| V | VISA INC-CLASS A SHARES | 11 | 11 | 4.49% | 8.42% | 10.47% | Q1 2021 | Q3 2023 | 11 |
| LH | LABORATORY CRP OF AMER... | 11 | 11 | 3.97% | 7.92% | 13.03% | Q1 2021 | Q3 2023 | 11 |
| MA | MASTERCARD INCORPORATED | 11 | 11 | 4.53% | 5.20% | 6.28% | Q1 2021 | Q3 2023 | 11 |
| BRKB | BERKSHIRE HATHAWAY INC... | 10 | 10 | 0.42% | 0.55% | 0.63% | Q2 2021 | Q3 2023 | 10 |
| DBX | DROPBOX INC | 9 | 9 | 4.32% | 7.59% | 9.80% | Q3 2021 | Q3 2023 | 9 |
| MMM | 3M CO | 7 | 2 | 4.81% | 6.53% | 8.08% | Q1 2021 | Q3 2023 | 9 |
| PYPL | PAYPAL HLDGS INC | 7 | 7 | 4.57% | 8.46% | 10.71% | Q1 2022 | Q3 2023 | 7 |
| BFAM | BRIGHT HORIZONS FAM SO... | 6 | 6 | 7.35% | 9.69% | 12.08% | Q2 2022 | Q3 2023 | 6 |
| VNT | VONTIER CORPORATION | 6 | 6 | 6.14% | 8.16% | 11.26% | Q2 2021 | Q3 2022 | 6 |
| DISCK | DISCOVERY INC-C | 5 | 5 | 2.68% | 6.97% | 9.11% | Q1 2021 | Q1 2022 | 5 |
| BIL | SPDR SER TR | 3 | 3 | 0.18% | 0.92% | 2.13% | Q3 2021 | Q1 2022 | 3 |
| JWN | NORDSTROM INC | 2 | 2 | 9.85% | 10.48% | 11.11% | Q1 2021 | Q2 2021 | 2 |
| PEP | PepsiCo Inc | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q2 2021 | 2 |
| KENVUE INC | 1 | 1 | 4.17% | 4.17% | 4.17% | Q3 2023 | Q3 2023 | 1 | |
| EVTC | EVERTEC INC | 1 | 1 | 3.48% | 3.48% | 3.48% | Q1 2021 | Q1 2021 | 1 |
| TOL | TOLL BROTHERS Equity | 1 | 1 | 2.68% | 2.68% | 2.68% | Q1 2021 | Q1 2021 | 1 |
| FORTREA HLDGS INC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 | |
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The securities at the top of the list , including UNITED PARCEL SERVICE INC, ELECTRONIC ARTS INC, and ALPHABET INC, are the highest-conviction holdings of Mayar Capital Ltd..
The conviction is calculated by counting the number of quarters a security has been reported by Mayar Capital Ltd.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Mayar Capital Ltd. owns currently or has owned in the past.