Filed: 5/2/2025ACC: 0001858699-25-000002
📋 What this filing means
MAYAR CAPITAL LTD. filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $56.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$56.44M
Total AUM (reported)
688.70K
Total Shares
Allocation by class
COM$56.44M100.0%
Portfolio Concentration
Top 3$29.10M51.6%
4–10$24.37M43.2%
11–25$2.97M5.3%
Top 3 weight
51.6%
Top 10 weight
94.7%
Voting Authority Distribution
Total shares with voting rights: 688.70K
Sole
Full voting authority
688.70K
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:
UNITED PARCEL SERVICE INC
SOLEShares106.52K
TypeSH
Market value$11.72M
20.76%
Sole
106.52K
Shared
0.00
None
0.00
ELECTRONIC ARTS INC
SOLEShares64.94K
TypeSH
Market value$10.77M
19.08%
Sole
64.94K
Shared
0.00
None
0.00
SOLVENTUM CORP
SOLEShares86.99K
TypeSH
Market value$6.61M
11.72%
Sole
86.99K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares272.82K
TypeSH
Market value$6.54M
11.59%
Sole
272.82K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares33.13K
TypeSH
Market value$5.18M
9.17%
Sole
33.13K
Shared
0.00
None
0.00
BRIGHT HORIZONS FAM SOL IN D
SOLEShares30.63K
TypeSH
Market value$3.89M
6.90%
Sole
30.63K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares44.47K
TypeSH
Market value$2.90M
5.14%
Sole
44.47K
Shared
0.00
None
0.00
VISA INC
SOLEShares5.78K
TypeSH
Market value$2.03M
3.59%
Sole
5.78K
Shared
0.00
None
0.00
LABORATORY CORP AMER HLDGS
SOLEShares3.54K
TypeSH
Market value$1.94M
3.44%
Sole
3.54K
Shared
0.00
None
0.00
KENVUE INC
SOLEShares8.13K
TypeSH
Market value$1.89M
3.35%
Sole
8.13K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares29.70K
TypeSH
Market value$1.89M
3.34%
Sole
29.70K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.04K
TypeSH
Market value$1.09M
1.92%
Sole
2.04K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNITED PARCEL SERVICE INCSOLE | COM | 106.52K | SH | $11.72M 20.76% | 106.52K | 0.00 | 0.00 |
ELECTRONIC ARTS INCSOLE | COM | 64.94K | SH | $10.77M 19.08% | 64.94K | 0.00 | 0.00 |
SOLVENTUM CORPSOLE | COM | 86.99K | SH | $6.61M 11.72% | 86.99K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 272.82K | SH | $6.54M 11.59% | 272.82K | 0.00 | 0.00 |
ALPHABET INCSOLE | COM | 33.13K | SH | $5.18M 9.17% | 33.13K | 0.00 | 0.00 |
BRIGHT HORIZONS FAM SOL IN DSOLE | COM | 30.63K | SH | $3.89M 6.90% | 30.63K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 44.47K | SH | $2.90M 5.14% | 44.47K | 0.00 | 0.00 |
VISA INCSOLE | COM | 5.78K | SH | $2.03M 3.59% | 5.78K | 0.00 | 0.00 |
LABORATORY CORP AMER HLDGSSOLE | COM | 3.54K | SH | $1.94M 3.44% | 3.54K | 0.00 | 0.00 |
KENVUE INCSOLE | COM | 8.13K | SH | $1.89M 3.35% | 8.13K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | COM | 29.70K | SH | $1.89M 3.34% | 29.70K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | COM | 2.04K | SH | $1.09M 1.92% | 2.04K | 0.00 | 0.00 |