Mayar Capital Ltd.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 15, 2025), Mayar Capital Ltd. reported 12 stock positions worth $54.4 million. Its top holding was United Parcel Service Class B (UPS) at 19.9% of the portfolio, followed by Johnson & Johnson (JNJ, 18.3%) and Solventum (SOLV, 14.9%). Compared with Q1 2025, it added to 6 and reduced 4. The biggest buy was Nike Class B (NKE, shares +97%) and the biggest sale Bright Horizons Family Solut (BFAM, shares −49%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001858699
Portfolio Value
$54.4M (Q2 2025)
SEC Filing
0001858699-25-000003 ↗ filed Aug 15, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $117.0M Q1 2024 Q2 2024: $107.7M Q2 2024 Q3 2024: $102.8M Q3 2024 Q4 2024: $76.4M Q4 2024 Q1 2025: $56.4M Q1 2025 Q2 2025: $54.4M $54.4M Q2 2025 Q3 2025: $63.9M Q3 2025 Q4 2025: $73.7M Q4 2025 Q1 2026: $83.9M Q1 2026 Q2 2026: $89.1M Q2 2026

Holdings 12 stocks · $54.4M
UPS United Parcel Service Class B 19.85% 107,020 $10.8M Add +0.5%
JNJ Johnson & Johnson 18.29% 65,141 $10.0M Add +0.3%
SOLV Solventum Corp. 14.86% 106,590 $8.1M Add +22.5%
GOOG Alphabet Inc. Class C 10.80% 33,130 $5.9M No change
KVUE Kenvue Inc. 9.22% 239,816 $5.0M Reduce -12.1%
NKE Nike Inc. Class B 7.64% 58,500 $4.2M Add +97.0%
PYPL PayPal Holdings Inc. 6.20% 45,372 $3.4M Add +2.0%
LH Labcorp Holdings Inc. 4.02% 8,333 $2.2M Add +2.5%
BFAM Bright Horizons Family Solut 3.53% 15,534 $1.9M Reduce -49.3%
MA Mastercard Inc. Class A 1.90% 1,842 $1.0M Reduce -48.0%
V Visa Inc. Class A 1.88% 2,880 $1.0M Reduce -50.2%
BRK.B Berkshire Hathaway Inc. Class B 1.82% 2,038 $990K No change

Portfolio Sells Q1 2025 → Q2 2025
BFAM Bright Horizons Family Solut Reduce -49.3% 3.53% −3.37
KVUE Kenvue Inc. Reduce -12.1% 9.22% −2.37
V Visa Inc. Class A Reduce -50.2% 1.88% −1.71
MA Mastercard Inc. Class A Reduce -48.0% 1.90% −1.54

Portfolio Buys Q1 2025 → Q2 2025
NKE Nike Inc. Class B Add +97.0% 7.64% +4.30
SOLV Solventum Corp. Add +22.5% 14.86% +3.14
PYPL PayPal Holdings Inc. Add +2.0% 6.20% +1.06
LH Labcorp Holdings Inc. Add +2.5% 4.02% +0.67
JNJ Johnson & Johnson Add +0.3% 18.29% −0.80
UPS United Parcel Service Class B Add +0.5% 19.85% −0.91

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 16$89.1MKVUE, V, UPS, BFAM, MA
Q1 2026 16$83.9MKVUE, BFAM, V, UPS, NKE
Q4 2025 13$73.7MKVUE, UPS, NKE, SOLV, BFAM
Q3 2025 12$63.9MJNJ, UPS, GOOG, SOLV, KVUE
Q2 2025 12$54.4MUPS, JNJ, SOLV, GOOG, KVUE
Q1 2025 12$56.4MUPS, JNJ, SOLV, KVUE, GOOG
Q4 2024 12$76.4MGOOG, UPS, V, JNJ, BFAM
Q3 2024 12$102.8MUPS, GOOG, PYPL, JNJ, EA
Q2 2024 13$107.7MGOOG, BFAM, UPS, EA, JNJ
Q1 2024 12$117.0MGOOG, BFAM, UPS, EA, PYPL