Filed: 11/14/2025ACC: 0001858699-25-000005
📋 What this filing means
MAYAR CAPITAL LTD. filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $63.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$63.92M
Total AUM (reported)
970.20K
Total Shares
Allocation by class
COM$63.92M100.0%
Portfolio Concentration
Top 3$29.09M45.5%
4–10$32.83M51.4%
11–25$2.01M3.1%
Top 3 weight
45.5%
Top 10 weight
96.9%
Voting Authority Distribution
Total shares with voting rights: 970.20K
Sole
Full voting authority
970.20K
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:
JOHNSON & JOHNSON
SOLEShares65.14K
TypeSH
Market value$12.08M
18.90%
Sole
65.14K
Shared
0.00
None
0.00
UNITED PARCEL SERVICE INC
SOLEShares107.02K
TypeSH
Market value$8.94M
13.99%
Sole
107.02K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares33.13K
TypeSH
Market value$8.07M
12.62%
Sole
33.13K
Shared
0.00
None
0.00
SOLVENTUM CORP
SOLEShares106.59K
TypeSH
Market value$7.78M
12.17%
Sole
106.59K
Shared
0.00
None
0.00
KENVUE INC
SOLEShares464.72K
TypeSH
Market value$7.54M
11.80%
Sole
464.72K
Shared
0.00
None
0.00
BRIGHT HORIZONS FAM SOL IN D
SOLEShares46.63K
TypeSH
Market value$5.06M
7.92%
Sole
46.63K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares73.37K
TypeSH
Market value$4.92M
7.70%
Sole
73.37K
Shared
0.00
None
0.00
NIKE INC
SOLEShares58.50K
TypeSH
Market value$4.08M
6.38%
Sole
58.50K
Shared
0.00
None
0.00
LABORATORY CORP AMER HLDGS
SOLEShares8.33K
TypeSH
Market value$2.39M
3.74%
Sole
8.33K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares1.84K
TypeSH
Market value$1.05M
1.64%
Sole
1.84K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.04K
TypeSH
Market value$1.02M
1.60%
Sole
2.04K
Shared
0.00
None
0.00
VISA INC
SOLEShares2.88K
TypeSH
Market value$983.2K
1.54%
Sole
2.88K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
JOHNSON & JOHNSONSOLE | COM | 65.14K | SH | $12.08M 18.90% | 65.14K | 0.00 | 0.00 |
UNITED PARCEL SERVICE INCSOLE | COM | 107.02K | SH | $8.94M 13.99% | 107.02K | 0.00 | 0.00 |
ALPHABET INCSOLE | COM | 33.13K | SH | $8.07M 12.62% | 33.13K | 0.00 | 0.00 |
SOLVENTUM CORPSOLE | COM | 106.59K | SH | $7.78M 12.17% | 106.59K | 0.00 | 0.00 |
KENVUE INCSOLE | COM | 464.72K | SH | $7.54M 11.80% | 464.72K | 0.00 | 0.00 |
BRIGHT HORIZONS FAM SOL IN DSOLE | COM | 46.63K | SH | $5.06M 7.92% | 46.63K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 73.37K | SH | $4.92M 7.70% | 73.37K | 0.00 | 0.00 |
NIKE INCSOLE | COM | 58.50K | SH | $4.08M 6.38% | 58.50K | 0.00 | 0.00 |
LABORATORY CORP AMER HLDGSSOLE | COM | 8.33K | SH | $2.39M 3.74% | 8.33K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | COM | 1.84K | SH | $1.05M 1.64% | 1.84K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | COM | 2.04K | SH | $1.02M 1.60% | 2.04K | 0.00 | 0.00 |
VISA INCSOLE | COM | 2.88K | SH | $983.2K 1.54% | 2.88K | 0.00 | 0.00 |