$133 Million is the total value of Mayar Capital Ltd.'s 14 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 66.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
JNJ | Sell | JOHNSON & JOHNSON | $11,729,000 | -26.9% | 66,077 | -27.0% | 8.84% | -37.4% |
BIL | Exit | SPDR SER TR | $0 | – | -2,178 | -100.0% | -0.18% | – |
DISCK | Exit | DISCOVERY INC | $0 | – | -122,014 | -100.0% | -2.68% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-26
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
UNITED PARCEL SERVICE INC | 11 | Q3 2023 | 15.0% |
ELECTRONIC ARTS INC | 11 | Q3 2023 | 12.9% |
ALPHABET INC | 11 | Q3 2023 | 17.3% |
JOHNSON & JOHNSON | 11 | Q3 2023 | 14.6% |
VISA INC-CLASS A SHARES | 11 | Q3 2023 | 10.5% |
LABORATORY CRP OF AMER HLDGS | 11 | Q3 2023 | 13.0% |
MASTERCARD INCORPORATED | 11 | Q3 2023 | 6.3% |
BERKSHIRE HATHAWAY INC DEL | 10 | Q3 2023 | 0.6% |
DROPBOX INC | 9 | Q3 2023 | 9.8% |
3M CO | 9 | Q3 2023 | 8.1% |
View Mayar Capital Ltd.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-03 |
13F-HR | 2024-02-08 |
13F-HR | 2023-10-24 |
13F-HR | 2023-08-14 |
13F-HR | 2023-04-25 |
13F-HR | 2023-01-20 |
13F-HR | 2022-10-18 |
13F-HR | 2022-07-26 |
13F-HR | 2022-04-21 |
13F-HR/A | 2022-01-31 |
View Mayar Capital Ltd.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.