13F HOLDINGS REPORT
Mayar Capital Ltd.
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001858699-25-000005
Total Value
$63.9M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | JOHNSON & JOHNSON | JNJ | 65,141 | $12.1M | 18.90% |
| 2 | UNITED PARCEL SERVICE INC | UPS | 107,020 | $8.9M | 13.99% |
| 3 | ALPHABET INC | GOOG | 33,130 | $8.1M | 12.62% |
| 4 | SOLVENTUM CORP | SOLV | 106,590 | $7.8M | 12.17% |
| 5 | KENVUE INC | KVUE | 464,716 | $7.5M | 11.80% |
| 6 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 46,634 | $5.1M | 7.92% |
| 7 | PAYPAL HLDGS INC | PYPL | 73,372 | $4.9M | 7.70% |
| 8 | NIKE INC | NKE | 58,500 | $4.1M | 6.38% |
| 9 | LABORATORY CORP AMER HLDGS | LH | 8,333 | $2.4M | 3.74% |
| 10 | MASTERCARD INCORPORATED | MA | 1,842 | $1.0M | 1.64% |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,038 | $1.0M | 1.60% |
| 12 | VISA INC | V | 2,880 | $983,174 | 1.54% |