13F HOLDINGS REPORT
Mayar Capital Ltd.
Quarter ended Q1 2025 · Filed May 2, 2025 · Accession 0001858699-25-000002
Total Value
$56.4M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITED PARCEL SERVICE INC | UPS | 106,520 | $11.7M | 20.76% |
| 2 | ELECTRONIC ARTS INC | JNJ | 64,941 | $10.8M | 19.08% |
| 3 | SOLVENTUM CORP | SOLV | 86,990 | $6.6M | 11.72% |
| 4 | JOHNSON & JOHNSON | KVUE | 272,816 | $6.5M | 11.59% |
| 5 | ALPHABET INC | GOOG | 33,130 | $5.2M | 9.17% |
| 6 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 30,634 | $3.9M | 6.90% |
| 7 | PAYPAL HLDGS INC | PYPL | 44,472 | $2.9M | 5.14% |
| 8 | VISA INC | V | 5,780 | $2.0M | 3.59% |
| 9 | LABORATORY CORP AMER HLDGS | MA | 3,542 | $1.9M | 3.44% |
| 10 | KENVUE INC | LH | 8,133 | $1.9M | 3.35% |
| 11 | MASTERCARD INCORPORATED | NKE | 29,700 | $1.9M | 3.34% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,038 | $1.1M | 1.92% |