Mayar Capital Ltd.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Mayar Capital Ltd. reported 13 stock positions worth $73.7 million. Its top holding was Kenvue (KVUE) at 17.0% of the portfolio, followed by United Parcel Service Class B (UPS, 14.4%) and Nike Class B (NKE, 12.9%). Compared with Q3 2025, it opened 1 new position, added to 4 and reduced 2. The biggest buy was Nike Class B (NKE, shares +155%) and the biggest sale Alphabet Class C (GOOG, shares −97%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001858699
Portfolio Value
$73.7M (Q4 2025)
SEC Filing
0001858699-26-000001 ↗ filed Jan 27, 2026

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 Q3 2025 Q4 2025: $73.7M $73.7M Q4 2025 Q1 2026: $83.9M Q1 2026 Q2 2026: $89.1M Q2 2026

Holdings 13 stocks · $73.7M
KVUE Kenvue Inc. 17.02% 726,716 $12.5M Add +56.4%
UPS United Parcel Service Class B 14.41% 107,020 $10.6M No change
NKE Nike Inc. Class B 12.91% 149,200 $9.5M Add +155.0%
SOLV Solventum Corp. 11.47% 106,590 $8.4M No change
BFAM Bright Horizons Family Solut 11.14% 80,934 $8.2M Add +73.5%
JNJ Johnson & Johnson 8.78% 31,241 $6.5M Reduce -52.0%
BKNG Booking Holdings Inc. 6.33% 870 $4.7M New
V Visa Inc. Class A 6.08% 12,760 $4.5M Add +343.1%
PYPL PayPal Holdings Inc. 5.82% 73,372 $4.3M No change
LH Labcorp Holdings Inc. 2.84% 8,333 $2.1M No change
MA Mastercard Inc. Class A 1.43% 1,842 $1.1M No change
BRK.B Berkshire Hathaway Inc. Class B 1.39% 2,038 $1.0M No change
GOOG Alphabet Inc. Class C 0.40% 930 $292K Reduce -97.2%

Portfolio Sells Q3 2025 → Q4 2025
GOOG Alphabet Inc. Class C Reduce -97.2% 0.40% −12.23
JNJ Johnson & Johnson Reduce -52.0% 8.78% −10.12

Portfolio Buys Q3 2025 → Q4 2025
NKE Nike Inc. Class B Add +155.0% 12.91% +6.52
BKNG Booking Holdings Inc. New 6.33% +6.33
KVUE Kenvue Inc. Add +56.4% 17.02% +5.22
V Visa Inc. Class A Add +343.1% 6.08% +4.54
BFAM Bright Horizons Family Solut Add +73.5% 11.14% +3.22

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