Mayar Capital Ltd. 13F Holdings

CIK 0001858699 · LONDON, X0

As of Sep 30, 2025, Mayar Capital Ltd. reported 12 positions worth $63.9M in its SEC Form 13F filing.

Top 12 holdings

SecurityTickerSectorSharesValue% of portfolio
JOHNSON & JOHNSONJNJHealthcare65,141 2.1M18.90%
UNITED PARCEL SERVICE INCUPSIndustrials107,020$8.9M13.99%
ALPHABET INCGOOGEquity33,130$8.1M12.62%
SOLVENTUM CORPSOLVHealthcare106,590$7.8M12.17%
KENVUE INCKVUEConsumer Defensive464,716$7.5M11.80%
BRIGHT HORIZONS FAMILY SOLUTIONS INCBFAMConsumer Cyclical46,634$5.1M7.92%
PAYPAL HOLDINGS INCPYPLFinancial Services73,372$4.9M7.70%
NIKE INCNKEConsumer Cyclical58,500$4.1M6.38%
LABCORP HOLDINGS INCLHHealthcare8,333$2.4M3.74%
MASTERCARD INCMAFinancial Services1,842 .0M1.64%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services2,038 .0M1.60%
VISA INC-CLASS A SHARESVFinancial Services2,880$983.2K1.54%