13F HOLDINGS REPORT
Mayar Capital Ltd.
Quarter ended Q4 2025 · Filed January 27, 2026 · Accession 0001858699-26-000001
Total Value
$73.7M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KENVUE INC | KVUE | 726,716 | $12.5M | 17.02% |
| 2 | UNITED PARCEL SERVICE INC | UPS | 107,020 | $10.6M | 14.41% |
| 3 | NIKE INC | NKE | 149,200 | $9.5M | 12.91% |
| 4 | SOLVENTUM CORP | SOLV | 106,590 | $8.4M | 11.47% |
| 5 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 80,934 | $8.2M | 11.14% |
| 6 | JOHNSON & JOHNSON | JNJ | 31,241 | $6.5M | 8.78% |
| 7 | BOOKING HOLDINGS INC | BKNG | 870 | $4.7M | 6.33% |
| 8 | VISA INC | V | 12,760 | $4.5M | 6.08% |
| 9 | PAYPAL HLDGS INC | PYPL | 73,372 | $4.3M | 5.82% |
| 10 | LABORATORY CORP AMER HLDGS | LH | 8,333 | $2.1M | 2.84% |
| 11 | MASTERCARD INCORPORATED | MA | 1,842 | $1.1M | 1.43% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,038 | $1.0M | 1.39% |
| 13 | ALPHABET INC | GOOG | 930 | $291,834 | 0.40% |