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
| Company | Value | % of portfolio |
|---|---|---|
| Kenvue Inc. | $12.54M | 17.0% |
| United Parcel Service Inc | $10.62M | 14.4% |
| NIKE, Inc. | $9.51M | 12.9% |
| Solventum Corp | $8.45M | 11.5% |
| Bright Horizons Family Solutions Inc. | $8.21M | 11.1% |
| Johnson & Johnson | $6.47M | 8.8% |
| Booking Holdings Inc | $4.66M | 6.3% |
| Visa Inc | $4.48M | 6.1% |
| PayPal Holdings, Inc. | $4.28M | 5.8% |
| Labcorp Holdings Inc. | $2.09M | 2.8% |
| Mastercard Inc | $1.05M | 1.4% |
| Warren E. Buffett | $1.02M | 1.4% |
| Alphabet Inc. | $291.8K | 0.4% |
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.