Filed: 2/7/2025ACC: 0001858699-25-000001
📋 What this filing means
MAYAR CAPITAL LTD. filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $76.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$76.36M
Total AUM (reported)
727.35K
Total Shares
Allocation by class
COM$76.36M100.0%
Portfolio Concentration
Top 3$35.98M47.1%
4–10$37.68M49.3%
11–25$2.70M3.5%
Top 3 weight
47.1%
Top 10 weight
96.5%
Voting Authority Distribution
Total shares with voting rights: 727.35K
Sole
Full voting authority
727.35K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
ALPHABET INC
SOLEShares69.13K
TypeSH
Market value$13.17M
17.24%
Sole
69.13K
Shared
0.00
None
0.00
UNITED PARCEL SERVICE INC
SOLEShares104.32K
TypeSH
Market value$13.15M
17.23%
Sole
104.32K
Shared
0.00
None
0.00
VISA INC
SOLEShares30.58K
TypeSH
Market value$9.66M
12.66%
Sole
30.58K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares63.34K
TypeSH
Market value$9.16M
12.00%
Sole
63.34K
Shared
0.00
None
0.00
BRIGHT HORIZONS FAM SOL IN D
SOLEShares60.23K
TypeSH
Market value$6.68M
8.74%
Sole
60.23K
Shared
0.00
None
0.00
KENVUE INC
SOLEShares265.82K
TypeSH
Market value$5.68M
7.43%
Sole
265.82K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares10.74K
TypeSH
Market value$5.66M
7.41%
Sole
10.74K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares66.27K
TypeSH
Market value$5.66M
7.41%
Sole
66.27K
Shared
0.00
None
0.00
LABORATORY CORP AMER HLDGS
SOLEShares12.43K
TypeSH
Market value$2.85M
3.73%
Sole
12.43K
Shared
0.00
None
0.00
SOLVENTUM CORP
SOLEShares30.29K
TypeSH
Market value$2.00M
2.62%
Sole
30.29K
Shared
0.00
None
0.00
ELECTRONIC ARTS INC
SOLEShares12.15K
TypeSH
Market value$1.78M
2.33%
Sole
12.15K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.04K
TypeSH
Market value$923.8K
1.21%
Sole
2.04K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | COM | 69.13K | SH | $13.17M 17.24% | 69.13K | 0.00 | 0.00 |
UNITED PARCEL SERVICE INCSOLE | COM | 104.32K | SH | $13.15M 17.23% | 104.32K | 0.00 | 0.00 |
VISA INCSOLE | COM | 30.58K | SH | $9.66M 12.66% | 30.58K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 63.34K | SH | $9.16M 12.00% | 63.34K | 0.00 | 0.00 |
BRIGHT HORIZONS FAM SOL IN DSOLE | COM | 60.23K | SH | $6.68M 8.74% | 60.23K | 0.00 | 0.00 |
KENVUE INCSOLE | COM | 265.82K | SH | $5.68M 7.43% | 265.82K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | COM | 10.74K | SH | $5.66M 7.41% | 10.74K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 66.27K | SH | $5.66M 7.41% | 66.27K | 0.00 | 0.00 |
LABORATORY CORP AMER HLDGSSOLE | COM | 12.43K | SH | $2.85M 3.73% | 12.43K | 0.00 | 0.00 |
SOLVENTUM CORPSOLE | COM | 30.29K | SH | $2.00M 2.62% | 30.29K | 0.00 | 0.00 |
ELECTRONIC ARTS INCSOLE | COM | 12.15K | SH | $1.78M 2.33% | 12.15K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | COM | 2.04K | SH | $923.8K 1.21% | 2.04K | 0.00 | 0.00 |