Mayar Capital Ltd.
- SEC CIK
- 0001858699
- Latest filing
- Jul 22, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 15, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 12
- 0 vs. Q1 2025
- Portfolio value
- $54.4M
- −$2.03M (−3.6%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UPSUnited Parcel Service Inc | Stock | 107,020 | $10.8M | 19.9% | +500+0.5% | Added | History |
| JNJJohnson & Johnson | Stock | 65,141 | $9.95M | 18.3% | +200+0.3% | Added | History |
| SOLVSolventum Corp | Stock | 106,590 | $8.08M | 14.9% | +19,600+22.5% | Added | History |
| GOOGAlphabet Inc. | Stock | 33,130 | $5.88M | 10.8% | 00.0% | Unchanged | History |
| KVUEKenvue Inc. | Stock | 239,816 | $5.02M | 9.2% | −33,000−12.1% | Reduced | History |
| NKENIKE, Inc. | Stock | 58,500 | $4.16M | 7.6% | +28,800+97.0% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 45,372 | $3.37M | 6.2% | +900+2.0% | Added | History |
| LHLabcorp Holdings Inc. | Stock | 8,333 | $2.19M | 4.0% | +200+2.5% | Added | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 15,534 | $1.92M | 3.5% | −15,100−49.3% | Reduced | History |
| MAMastercard Inc | Stock | 1,842 | $1.04M | 1.9% | −1,700−48.0% | Reduced | History |
| VVisa Inc. | Stock | 2,880 | $1.02M | 1.9% | −2,900−50.2% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,038 | $990.0K | 1.8% | 00.0% | Unchanged | History |