Institutions / Mayar Capital Ltd.

Mayar Capital Ltd.

CIK 1858699 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$73.65M
Positions
13
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
Kenvue Inc.โ€”$12.54M726,71617.0%
United Parcel Service Incโ€”$10.62M107,02014.4%
NIKE, Inc.โ€”$9.51M149,20012.9%
Solventum Corpโ€”$8.45M106,59011.5%
Bright Horizons Family Solutions Inc.โ€”$8.21M80,93411.1%
Johnson & Johnsonโ€”$6.47M31,2418.8%
Booking Holdings Incโ€”$4.66M8706.3%
Visa Incโ€”$4.48M12,7606.1%
PayPal Holdings, Inc.โ€”$4.28M73,3725.8%
Labcorp Holdings Inc.โ€”$2.09M8,3332.8%
Mastercard Incโ€”$1.05M1,8421.4%
Warren E. Buffettโ€”$1.02M2,0381.4%
Alphabet Inc.โ€”$291.8K9300.4%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.