Mayar Capital Ltd.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Mayar Capital Ltd. reported 12 stock positions worth $63.9 million. Its top holding was Johnson & Johnson (JNJ) at 18.9% of the portfolio, followed by United Parcel Service Class B (UPS, 14.0%) and Alphabet Class C (GOOG, 12.6%). Compared with Q2 2025, it added to 3. The biggest buy was Bright Horizons Family Solut (BFAM, shares +200%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001858699
Portfolio Value
$63.9M (Q3 2025)
SEC Filing
0001858699-25-000005 ↗ filed Nov 14, 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 Q2 2025 Q3 2025: $63.9M $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 · $63.9M
JNJ Johnson & Johnson 18.90% 65,141 $12.1M No change
UPS United Parcel Service Class B 13.99% 107,020 $8.9M No change
GOOG Alphabet Inc. Class C 12.62% 33,130 $8.1M No change
SOLV Solventum Corp. 12.17% 106,590 $7.8M No change
KVUE Kenvue Inc. 11.80% 464,716 $7.5M Add +93.8%
BFAM Bright Horizons Family Solut 7.92% 46,634 $5.1M Add +200.2%
PYPL PayPal Holdings Inc. 7.70% 73,372 $4.9M Add +61.7%
NKE Nike Inc. Class B 6.38% 58,500 $4.1M No change
LH Labcorp Holdings Inc. 3.74% 8,333 $2.4M No change
MA Mastercard Inc. Class A 1.64% 1,842 $1.0M No change
BRK.B Berkshire Hathaway Inc. Class B 1.60% 2,038 $1.0M No change
V Visa Inc. Class A 1.54% 2,880 $983K No change

Portfolio Sells Q2 2025 → Q3 2025
None this quarter.

Portfolio Buys Q2 2025 → Q3 2025
BFAM Bright Horizons Family Solut Add +200.2% 7.92% +4.39
KVUE Kenvue Inc. Add +93.8% 11.80% +2.58
PYPL PayPal Holdings Inc. Add +61.7% 7.70% +1.50

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