Mayar Capital Ltd.
- SEC CIK
- 0001858699
- Latest filing
- Jul 22, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 7, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 12
- 0 vs. Q3 2024
- Portfolio value
- $76.4M
- −$26.5M (−25.7%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 69,130 | $13.2M | 17.2% | −9,036−11.6% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 104,320 | $13.2M | 17.2% | −14,368−12.1% | Reduced | History |
| VVisa Inc. | Stock | 30,580 | $9.66M | 12.7% | −4,124−11.9% | Reduced | History |
| JNJJohnson & Johnson | Stock | 63,341 | $9.16M | 12.0% | −8,152−11.4% | Reduced | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 60,234 | $6.68M | 8.7% | −8,002−11.7% | Reduced | History |
| KVUEKenvue Inc. | Stock | 265,816 | $5.68M | 7.4% | −35,338−11.7% | Reduced | History |
| MAMastercard Inc | Stock | 10,742 | $5.66M | 7.4% | −1,464−12.0% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 66,272 | $5.66M | 7.4% | −93,610−58.5% | Reduced | History |
| LHLabcorp Holdings Inc. | Stock | 12,433 | $2.85M | 3.7% | −6,339−33.8% | Reduced | History |
| SOLVSolventum Corp | Stock | 30,290 | $2.00M | 2.6% | +19,739+187.1% | Added | History |
| EAElectronic Arts Inc. | COM | 12,152 | $1.78M | 2.3% | −68,478−84.9% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,038 | $923.8K | 1.2% | 00.0% | Unchanged | History |