Mayar Capital Ltd.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 12Value: $56.4MLatest: 2025Q1

Mayar Capital Ltd. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 12 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MA",
  "PYPL",
  "KVUE",
  "UPS",
  "V",
  "SOLV",
  "LH",
  "BRK-B",
  "BFAM",
  "NKE",
  "GOOG",
  "JNJ"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 12
Total Value: 56442967
Accession Number: 0001858699-25-000002
Form Type: 13F-HR
CIK: mayar-capital
Manager Name: Mayar-Capital

Data Enrichment

100% identified

12 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

12 positions • $56.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Sort by:

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:106.5K

Value:$11.7M

% of Portfolio:20.8% ($11.7M/$56.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:64.9K

Value:$10.8M

% of Portfolio:19.1% ($10.8M/$56.4M)

Solventum Corp

SOLV|83444M101

Shares:87.0K

Value:$6.6M

% of Portfolio:11.7% ($6.6M/$56.4M)

Kenvue Inc.

KVUE|49177J102

Shares:272.8K

Value:$6.5M

% of Portfolio:11.6% ($6.5M/$56.4M)

Alphabet Inc.

GOOG|02079K107

Shares:33.1K

Value:$5.2M

% of Portfolio:9.2% ($5.2M/$56.4M)

BRIGHT HORIZONS FAMILY SOLUTIONS INC.

BFAM|109194100

Shares:30.6K

Value:$3.9M

% of Portfolio:6.9% ($3.9M/$56.4M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:44.5K

Value:$2.9M

% of Portfolio:5.1% ($2.9M/$56.4M)

VISA INC.

V|92826C839

Shares:5.8K

Value:$2.0M

% of Portfolio:3.6% ($2.0M/$56.4M)

Mastercard Inc

MA|57636Q104

Shares:3.5K

Value:$1.9M

% of Portfolio:3.4% ($1.9M/$56.4M)

LABCORP HOLDINGS INC.

LH|504922105

Shares:8.1K

Value:$1.9M

% of Portfolio:3.4% ($1.9M/$56.4M)

NIKE, Inc.

NKE|654106103

Shares:29.7K

Value:$1.9M

% of Portfolio:3.3% ($1.9M/$56.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.0K

Value:$1.1M

% of Portfolio:1.9% ($1.1M/$56.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNITED PARCEL SERVICE INC(UPScusip911312106)	106.5K	QoQ +2.10% (-2.2K) YoY +7.63% (-7.6K)	All Managers (Combined)	$11.7M	20.8% ($11.7M/$56.4M)	QoQ -10.93% (-$1.4M) YoY -20.34% (-$3.0M)
JOHNSON & JOHNSON(JNJcusip478160104)	64.9K	QoQ +2.52% (+1.6K) YoY -4.92% (-3.4K)	All Managers (Combined)	$10.8M	19.1% ($10.8M/$56.4M)	QoQ +17.56% (+$1.6M) YoY -0.32% (-$34.9K)
Solventum Corp(SOLVcusip83444M101)	87.0K	QoQ +187.19% (+56.7K) YoY NEW(+87.0K)	All Managers (Combined)	$6.6M	11.7% ($6.6M/$56.4M)	QoQ +230.57% (+$4.6M) YoY NEW(+$6.6M)
Kenvue Inc.(KVUEcusip49177J102)	272.8K	QoQ +2.63% (+7.0K) YoY -15.46% (-49.9K)	All Managers (Combined)	$6.5M	11.6% ($6.5M/$56.4M)	QoQ +15.27% (+$867.0K) YoY -5.54% (-$383.9K)
Alphabet Inc.(GOOGcusip02079K107)	33.1K	QoQ -52.07% (-36.0K) YoY -72.28% (-86.4K)	All Managers (Combined)	$5.2M	9.2% ($5.2M/$56.4M)	QoQ -60.68% (-$8.0M) YoY -71.56% (-$13.0M)
BRIGHT HORIZONS FAMILY SOLUTIONS INC.(BFAMcusip109194100)	30.6K	QoQ -49.14% (-29.6K) YoY -77.91% (-108.1K)	All Managers (Combined)	$3.9M	6.9% ($3.9M/$56.4M)	QoQ -41.71% (-$2.8M) YoY -75.24% (-$11.8M)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	44.5K	QoQ -32.89% (-21.8K) YoY -73.38% (-122.6K)	All Managers (Combined)	$2.9M	5.1% ($2.9M/$56.4M)	QoQ -48.69% (-$2.8M) YoY -74.07% (-$8.3M)
VISA INC.(Vcusip92826C839)	5.8K	QoQ -81.09% (-24.8K) YoY -84.38% (-31.2K)	All Managers (Combined)	$2.0M	3.6% ($2.0M/$56.4M)	QoQ -79.04% (-$7.6M) YoY -80.38% (-$8.3M)
Mastercard Inc(MAcusip57636Q104)	3.5K	QoQ -67.02% (-7.2K) YoY -72.94% (-9.6K)	All Managers (Combined)	$1.9M	3.4% ($1.9M/$56.4M)	QoQ -65.67% (-$3.7M) YoY -69.21% (-$4.4M)
LABCORP HOLDINGS INC.(LHcusip504922105)	8.1K	QoQ -34.58% (-4.3K) YoY NEW(+8.1K)	All Managers (Combined)	$1.9M	3.4% ($1.9M/$56.4M)	QoQ -33.60% (-$958.3K) YoY NEW(+$1.9M)
NIKE, Inc.(NKEcusip654106103)	29.7K	QoQ NEW(+29.7K) YoY NEW(+29.7K)	All Managers (Combined)	$1.9M	3.3% ($1.9M/$56.4M)	QoQ NEW(+$1.9M) YoY NEW(+$1.9M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.1M	1.9% ($1.1M/$56.4M)	QoQ +17.49% (+$161.6K) YoY +26.64% (+$228.4K)