Filed: 8/15/2025ACC: 0001858699-25-000003
📋 What this filing means
MAYAR CAPITAL LTD. filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $54.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$54.42M
Total AUM (reported)
686.20K
Total Shares
Allocation by class
COM$54.42M100.0%
Portfolio Concentration
Top 3$28.84M53.0%
4–10$23.57M43.3%
11–25$2.01M3.7%
Top 3 weight
53.0%
Top 10 weight
96.3%
Voting Authority Distribution
Total shares with voting rights: 686.20K
Sole
Full voting authority
686.20K
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
SOLEShares107.02K
TypeSH
Market value$10.80M
19.85%
Sole
107.02K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares65.14K
TypeSH
Market value$9.95M
18.29%
Sole
65.14K
Shared
0.00
None
0.00
SOLVENTUM CORP
SOLEShares106.59K
TypeSH
Market value$8.08M
14.86%
Sole
106.59K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares33.13K
TypeSH
Market value$5.88M
10.80%
Sole
33.13K
Shared
0.00
None
0.00
KENVUE INC
SOLEShares239.82K
TypeSH
Market value$5.02M
9.22%
Sole
239.82K
Shared
0.00
None
0.00
NIKE INC
SOLEShares58.50K
TypeSH
Market value$4.16M
7.64%
Sole
58.50K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares45.37K
TypeSH
Market value$3.37M
6.20%
Sole
45.37K
Shared
0.00
None
0.00
LABORATORY CORP AMER HLDGS
SOLEShares8.33K
TypeSH
Market value$2.19M
4.02%
Sole
8.33K
Shared
0.00
None
0.00
BRIGHT HORIZONS FAM SOL IN D
SOLEShares15.53K
TypeSH
Market value$1.92M
3.53%
Sole
15.53K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares1.84K
TypeSH
Market value$1.04M
1.90%
Sole
1.84K
Shared
0.00
None
0.00
VISA INC
SOLEShares2.88K
TypeSH
Market value$1.02M
1.88%
Sole
2.88K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.04K
TypeSH
Market value$990.0K
1.82%
Sole
2.04K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNITED PARCEL SERVICE INCSOLE | COM | 107.02K | SH | $10.80M 19.85% | 107.02K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 65.14K | SH | $9.95M 18.29% | 65.14K | 0.00 | 0.00 |
SOLVENTUM CORPSOLE | COM | 106.59K | SH | $8.08M 14.86% | 106.59K | 0.00 | 0.00 |
ALPHABET INCSOLE | COM | 33.13K | SH | $5.88M 10.80% | 33.13K | 0.00 | 0.00 |
KENVUE INCSOLE | COM | 239.82K | SH | $5.02M 9.22% | 239.82K | 0.00 | 0.00 |
NIKE INCSOLE | COM | 58.50K | SH | $4.16M 7.64% | 58.50K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 45.37K | SH | $3.37M 6.20% | 45.37K | 0.00 | 0.00 |
LABORATORY CORP AMER HLDGSSOLE | COM | 8.33K | SH | $2.19M 4.02% | 8.33K | 0.00 | 0.00 |
BRIGHT HORIZONS FAM SOL IN DSOLE | COM | 15.53K | SH | $1.92M 3.53% | 15.53K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | COM | 1.84K | SH | $1.04M 1.90% | 1.84K | 0.00 | 0.00 |
VISA INCSOLE | COM | 2.88K | SH | $1.02M 1.88% | 2.88K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | COM | 2.04K | SH | $990.0K 1.82% | 2.04K | 0.00 | 0.00 |