Mayar Capital Ltd.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 5, 2024), Mayar Capital Ltd. reported 12 stock positions worth $102.8 million. Its top holding was United Parcel Service Class B (UPS) at 15.7% of the portfolio, followed by Alphabet Class C (GOOG, 12.7%) and PayPal (PYPL, 12.1%). Compared with Q2 2024, it opened 1 new position, sold out of 2, added to 1 and reduced 9. The biggest buy was a new position in Labcorp (LH) and the biggest sale Bright Horizons Family Solut (BFAM, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001858699
- Portfolio Value
- $102.8M (Q3 2024)
- SEC Filing
- 0001858699-24-000004 ↗ filed Nov 5, 2024
Holdings Value
Holdings 12 stocks · $102.8M
| UPS United Parcel Service Class B | 15.73% | 118,688 | $16.2M | Add +12.5% |
| GOOG Alphabet Inc. Class C | 12.71% | 78,166 | $13.1M | Reduce -4.4% |
| PYPL PayPal Holdings Inc. | 12.13% | 159,882 | $12.5M | Reduce -4.6% |
| JNJ Johnson & Johnson | 11.27% | 71,493 | $11.6M | Reduce -4.3% |
| EA Electronic Arts Inc. | 11.25% | 80,630 | $11.6M | Reduce -13.7% |
| BFAM Bright Horizons Family Solut | 9.30% | 68,236 | $9.6M | Reduce -49.7% |
| V Visa Inc. Class A | 9.28% | 34,704 | $9.5M | Reduce -4.1% |
| KVUE Kenvue Inc. | 6.77% | 301,154 | $7.0M | Reduce -4.6% |
| MA Mastercard Inc. Class A | 5.86% | 12,206 | $6.0M | Reduce -4.7% |
| LH Labcorp Holdings Inc. | 4.08% | 18,772 | $4.2M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.91% | 2,038 | $938K | No change |
| SOLV Solventum Corp. | 0.72% | 10,551 | $736K | Reduce -6.2% |
Portfolio Sells Q2 2024 → Q3 2024
| BFAM Bright Horizons Family Solut | Reduce -49.7% | 9.30% | −4.58 |
| LH Laboratory CRP of Amer Hldgs | Sold out | 0.00% | −3.72 |
| MMM 3M Co. | Sold out | 0.00% | −3.08 |
| GOOG Alphabet Inc. Class C | Reduce -4.4% | 12.71% | −1.22 |
| EA Electronic Arts Inc. | Reduce -13.7% | 11.25% | −0.84 |
| SOLV Solventum Corp. | Reduce -6.2% | 0.72% | +0.16 |
| V Visa Inc. Class A | Reduce -4.1% | 9.28% | +0.45 |
| MA Mastercard Inc. Class A | Reduce -4.7% | 5.86% | +0.61 |
| JNJ Johnson & Johnson | Reduce -4.3% | 11.27% | +1.13 |
| KVUE Kenvue Inc. | Reduce -4.6% | 6.77% | +1.44 |
| PYPL PayPal Holdings Inc. | Reduce -4.6% | 12.13% | +3.10 |
Portfolio Buys Q2 2024 → Q3 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 16 | $89.1M | KVUE, V, UPS, BFAM, MA |
| Q1 2026 | 16 | $83.9M | KVUE, BFAM, V, UPS, NKE |
| Q4 2025 | 13 | $73.7M | KVUE, UPS, NKE, SOLV, BFAM |
| Q3 2025 | 12 | $63.9M | JNJ, UPS, GOOG, SOLV, KVUE |
| Q2 2025 | 12 | $54.4M | UPS, JNJ, SOLV, GOOG, KVUE |
| Q1 2025 | 12 | $56.4M | UPS, JNJ, SOLV, KVUE, GOOG |
| Q4 2024 | 12 | $76.4M | GOOG, UPS, V, JNJ, BFAM |
| Q3 2024 | 12 | $102.8M | UPS, GOOG, PYPL, JNJ, EA |
| Q2 2024 | 13 | $107.7M | GOOG, BFAM, UPS, EA, JNJ |
| Q1 2024 | 12 | $117.0M | GOOG, BFAM, UPS, EA, PYPL |