Q4 2025 · 13F-HR
Mayar Capital Ltd.holdings as filed
Filed 2026-01-27 · accession 0001858699-26-000001
$73.7M
Reported value
13
Positions
2025-12-31
Period end
The Brief · Mayar Capital Ltd. · Q4 2025
AI · grounded in 13F
Mayar Capital Ltd. established a new position in Booking Holdings Inc. BKNG valued at $4.66M. The fund also increased its holdings in Visa Inc. V by 343.06% and Nike Inc. NKE by 155.04%. Conversely, the fund trimmed its positions in Alphabet Inc. GOOG and Johnson & Johnson JNJ by 97.19% and 52.04% respectively.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 49177J102 | KVUE | KENVUE INC | $12.5M | 17.0% | 726,716 | Common | SOLE |
| 911312106 | UPS | UNITED PARCEL SERVICE INC | $10.6M | 14.4% | 107,020 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $9.5M | 12.9% | 149,200 | Common | SOLE |
| 83444M101 | SOLV | SOLVENTUM CORP | $8.4M | 11.5% | 106,590 | Common | SOLE |
| 109194100 | BFAM | BRIGHT HORIZONS FAM SOL IN D | $8.2M | 11.1% | 80,934 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $6.5M | 8.78% | 31,241 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $4.7M | 6.33% | 870 | Common | SOLE |
| 92826C839 | V | VISA INC | $4.5M | 6.08% | 12,760 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $4.3M | 5.82% | 73,372 | Common | SOLE |
| 504922105 | LH | LABORATORY CORP AMER HLDGS | $2.1M | 2.84% | 8,333 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.1M | 1.43% | 1,842 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.0M | 1.39% | 2,038 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $291,834 | 0.40% | 930 | 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.