Q4 2024 · 13F-HR
Mayar Capital Ltd.holdings as filed
Filed 2025-02-07 · accession 0001858699-25-000001
$76.4M
Reported value
12
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 02079K107 | GOOG | ALPHABET INC | $13.2M | 17.2% | 69,130 | Common | SOLE |
| 911312106 | UPS | UNITED PARCEL SERVICE INC | $13.2M | 17.2% | 104,320 | Common | SOLE |
| 92826C839 | V | VISA INC | $9.7M | 12.7% | 30,580 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $9.2M | 12.0% | 63,341 | Common | SOLE |
| 109194100 | BFAM | BRIGHT HORIZONS FAM SOL IN D | $6.7M | 8.74% | 60,234 | Common | SOLE |
| 49177J102 | KVUE | KENVUE INC | $5.7M | 7.43% | 265,816 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $5.7M | 7.41% | 10,742 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $5.7M | 7.41% | 66,272 | Common | SOLE |
| 504922105 | LH | LABORATORY CORP AMER HLDGS | $2.9M | 3.73% | 12,433 | Common | SOLE |
| 83444M101 | SOLV | SOLVENTUM CORP | $2.0M | 2.62% | 30,290 | Common | SOLE |
| 285512109 | EA | ELECTRONIC ARTS INC | $1.8M | 2.33% | 12,152 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $923,785 | 1.21% | 2,038 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.