Mayar Capital Ltd.
CIK: 0001858699SEC EDGAR →
Portfolio Value
$73.7M
Holdings
13
As of
Q4 2025
New Positions
0
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | KENVUE INC | 726,716 | $12.5M | 17.02% |
| 2 | UNITED PARCEL SERVICE INC | 107,020 | $10.6M | 14.41% |
| 3 | NIKE INC | 149,200 | $9.5M | 12.91% |
| 4 | SOLVENTUM CORP | 106,590 | $8.4M | 11.47% |
| 5 | BRIGHT HORIZONS FAM SOL IN D | 80,934 | $8.2M | 11.14% |
| 6 | JOHNSON & JOHNSON | 31,241 | $6.5M | 8.78% |
| 7 | BOOKING HOLDINGS INC | 870 | $4.7M | 6.33% |
| 8 | VISA INC | 12,760 | $4.5M | 6.08% |
| 9 | PAYPAL HLDGS INC | 73,372 | $4.3M | 5.82% |
| 10 | LABORATORY CORP AMER HLDGS | 8,333 | $2.1M | 2.84% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 3 | $22.4M | 30.4% |
| Healthcare | 3 | $17.0M | 23.1% |
| Consumer Defensive | 1 | $12.5M | 17.0% |
| Industrials | 1 | $10.6M | 14.4% |
| Financial Services | 3 | $9.8M | 13.3% |
| Unknown | 1 | $1.0M | 1.4% |
| Communication Services | 1 | $291K | 0.4% |