13F HOLDINGS REPORT
Mayar Capital Ltd.
Quarter ended Q2 2025 · Filed August 15, 2025 · Accession 0001858699-25-000003
Total Value
$54.4M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITED PARCEL SERVICE INC | UPS | 107,020 | $10.8M | 19.85% |
| 2 | JOHNSON & JOHNSON | JNJ | 65,141 | $10.0M | 18.29% |
| 3 | SOLVENTUM CORP | SOLV | 106,590 | $8.1M | 14.86% |
| 4 | ALPHABET INC | GOOG | 33,130 | $5.9M | 10.80% |
| 5 | KENVUE INC | KVUE | 239,816 | $5.0M | 9.22% |
| 6 | NIKE INC | NKE | 58,500 | $4.2M | 7.64% |
| 7 | PAYPAL HLDGS INC | PYPL | 45,372 | $3.4M | 6.20% |
| 8 | LABORATORY CORP AMER HLDGS | LH | 8,333 | $2.2M | 4.02% |
| 9 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 15,534 | $1.9M | 3.53% |
| 10 | MASTERCARD INCORPORATED | MA | 1,842 | $1.0M | 1.90% |
| 11 | VISA INC | V | 2,880 | $1.0M | 1.88% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,038 | $989,999 | 1.82% |