Mayar Capital Ltd.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Mayar Capital Ltd. reported 12 stock positions worth $56.4 million. Its top holding was United Parcel Service Class B (UPS) at 20.8% of the portfolio, followed by Johnson & Johnson (JNJ, 19.1%) and Solventum (SOLV, 11.7%). Compared with Q4 2024, it opened 1 new position, sold out of 1, added to 4 and reduced 6. The biggest buy was Solventum (SOLV, shares +187%) and the biggest sale Visa Class A (V, shares −81%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001858699
- Portfolio Value
- $56.4M (Q1 2025)
- SEC Filing
- 0001858699-25-000002 ↗ filed May 2, 2025
Holdings Value
Holdings 12 stocks · $56.4M
| UPS United Parcel Service Class B | 20.76% | 106,520 | $11.7M | Add +2.1% |
| JNJ Johnson & Johnson | 19.08% | 64,941 | $10.8M | Add +2.5% |
| SOLV Solventum Corp. | 11.72% | 86,990 | $6.6M | Add +187.2% |
| KVUE Kenvue Inc. | 11.59% | 272,816 | $6.5M | Add +2.6% |
| GOOG Alphabet Inc. Class C | 9.17% | 33,130 | $5.2M | Reduce -52.1% |
| BFAM Bright Horizons Family Solut | 6.89% | 30,634 | $3.9M | Reduce -49.1% |
| PYPL PayPal Holdings Inc. | 5.14% | 44,472 | $2.9M | Reduce -32.9% |
| V Visa Inc. Class A | 3.59% | 5,780 | $2.0M | Reduce -81.1% |
| MA Mastercard Inc. Class A | 3.44% | 3,542 | $1.9M | Reduce -67.0% |
| LH Labcorp Holdings Inc. | 3.35% | 8,133 | $1.9M | Reduce -34.6% |
| NKE Nike Inc. Class B | 3.34% | 29,700 | $1.9M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 1.92% | 2,038 | $1.1M | No change |
Portfolio Sells Q4 2024 → Q1 2025
| V Visa Inc. Class A | Reduce -81.1% | 3.59% | −9.07 |
| GOOG Alphabet Inc. Class C | Reduce -52.1% | 9.17% | −8.07 |
| MA Mastercard Inc. Class A | Reduce -67.0% | 3.44% | −3.97 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −2.33 |
| PYPL PayPal Holdings Inc. | Reduce -32.9% | 5.14% | −2.27 |
| BFAM Bright Horizons Family Solut | Reduce -49.1% | 6.89% | −1.85 |
| LH Labcorp Holdings Inc. | Reduce -34.6% | 3.35% | −0.38 |
Portfolio Buys Q4 2024 → Q1 2025
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 |