Mayar Capital Ltd. Buys United Parcel Service Inc, Visa Inc, Dropbox Inc, Sells SPDR Bloomberg ...

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Investment company Mayar Capital Ltd. (Current Portfolio) buys United Parcel Service Inc, Visa Inc, Dropbox Inc, sells SPDR Bloomberg 1-3 Month T-Bill ETF, PepsiCo Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Mayar Capital Ltd.. As of 2021Q4, Mayar Capital Ltd. owns 12 stocks with a total value of $106 million. These are the details of the buys and sells.

  • New Purchases: UPS,

  • Added Positions: V, DBX, EA, JNJ, VNT, GOOG, DISCK, MA,

  • Reduced Positions: LH, BIL,

  • Sold Out: PEP,


For the details of Mayar Capital Ltd.'s stock buys and sells,
go to https://www.gurufocus.com/guru/mayar+capital+ltd./current-portfolio/portfolio

These are the top 5 holdings of Mayar Capital Ltd.

  1. United Parcel Service Inc (UPS) - 73,800 shares, 14.99% of the total portfolio. New Position

  2. Johnson & Johnson (JNJ) - 87,879 shares, 14.24% of the total portfolio. Shares added by 4.81%

  3. Electronic Arts Inc (EA) - 95,590 shares, 11.95% of the total portfolio. Shares added by 13.37%

  4. Visa Inc (V) - 50,984 shares, 10.47% of the total portfolio. Shares added by 101.51%

  5. Vontier Corp (VNT) - 325,749 shares, 9.48% of the total portfolio. Shares added by 4.88%

New Purchase: United Parcel Service Inc (UPS)

Mayar Capital Ltd. initiated holding in United Parcel Service Inc. The purchase prices were between $178.42 and $218.07, with an estimated average price of $203.94. The stock is now traded at around $194.215000. The impact to a portfolio due to this purchase was 14.99%. The holding were 73,800 shares as of 2021-12-31.

Added: Visa Inc (V)

Mayar Capital Ltd. added to a holding in Visa Inc by 101.51%. The purchase prices were between $190.16 and $233.88, with an estimated average price of $214.28. The stock is now traded at around $221.985000. The impact to a portfolio due to this purchase was 5.27%. The holding were 50,984 shares as of 2021-12-31.

Added: Dropbox Inc (DBX)

Mayar Capital Ltd. added to a holding in Dropbox Inc by 101.05%. The purchase prices were between $23.71 and $31.01, with an estimated average price of $26.8. The stock is now traded at around $23.545000. The impact to a portfolio due to this purchase was 4.27%. The holding were 365,304 shares as of 2021-12-31.

Sold Out: PepsiCo Inc (PEP)

Mayar Capital Ltd. sold out a holding in PepsiCo Inc. The sale prices were between $150.2 and $173.71, with an estimated average price of $163.63.



Here is the complete portfolio of Mayar Capital Ltd.. Also check out:

1. Mayar Capital Ltd.'s Undervalued Stocks

2. Mayar Capital Ltd.'s Top Growth Companies, and

3. Mayar Capital Ltd.'s High Yield stocks

4. Stocks that Mayar Capital Ltd. keeps buyingThis article first appeared on GuruFocus.

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