Filed: 1/27/2026ACC: 0001858699-26-000001
📋 What this filing means
MAYAR CAPITAL LTD. filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $73.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$73.65M
Total AUM (reported)
1.30M
Total Shares
Allocation by class
COM$73.65M100.0%
Portfolio Concentration
Top 3$32.66M44.3%
4–10$38.63M52.4%
11–25$2.37M3.2%
Top 3 weight
44.3%
Top 10 weight
96.8%
Voting Authority Distribution
Total shares with voting rights: 1.30M
Sole
Full voting authority
1.30M
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)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
KENVUE INC
SOLEShares726.72K
TypeSH
Market value$12.54M
17.02%
Sole
726.72K
Shared
0.00
None
0.00
UNITED PARCEL SERVICE INC
SOLEShares107.02K
TypeSH
Market value$10.62M
14.41%
Sole
107.02K
Shared
0.00
None
0.00
NIKE INC
SOLEShares149.20K
TypeSH
Market value$9.51M
12.91%
Sole
149.20K
Shared
0.00
None
0.00
SOLVENTUM CORP
SOLEShares106.59K
TypeSH
Market value$8.45M
11.47%
Sole
106.59K
Shared
0.00
None
0.00
BRIGHT HORIZONS FAM SOL IN D
SOLEShares80.93K
TypeSH
Market value$8.21M
11.14%
Sole
80.93K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares31.24K
TypeSH
Market value$6.47M
8.78%
Sole
31.24K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares870.00
TypeSH
Market value$4.66M
6.33%
Sole
870.00
Shared
0.00
None
0.00
VISA INC
SOLEShares12.76K
TypeSH
Market value$4.48M
6.08%
Sole
12.76K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares73.37K
TypeSH
Market value$4.28M
5.82%
Sole
73.37K
Shared
0.00
None
0.00
LABORATORY CORP AMER HLDGS
SOLEShares8.33K
TypeSH
Market value$2.09M
2.84%
Sole
8.33K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares1.84K
TypeSH
Market value$1.05M
1.43%
Sole
1.84K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.04K
TypeSH
Market value$1.02M
1.39%
Sole
2.04K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares930.00
TypeSH
Market value$291.8K
0.40%
Sole
930.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KENVUE INCSOLE | COM | 726.72K | SH | $12.54M 17.02% | 726.72K | 0.00 | 0.00 |
UNITED PARCEL SERVICE INCSOLE | COM | 107.02K | SH | $10.62M 14.41% | 107.02K | 0.00 | 0.00 |
NIKE INCSOLE | COM | 149.20K | SH | $9.51M 12.91% | 149.20K | 0.00 | 0.00 |
SOLVENTUM CORPSOLE | COM | 106.59K | SH | $8.45M 11.47% | 106.59K | 0.00 | 0.00 |
BRIGHT HORIZONS FAM SOL IN DSOLE | COM | 80.93K | SH | $8.21M 11.14% | 80.93K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 31.24K | SH | $6.47M 8.78% | 31.24K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 870.00 | SH | $4.66M 6.33% | 870.00 | 0.00 | 0.00 |
VISA INCSOLE | COM | 12.76K | SH | $4.48M 6.08% | 12.76K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 73.37K | SH | $4.28M 5.82% | 73.37K | 0.00 | 0.00 |
LABORATORY CORP AMER HLDGSSOLE | COM | 8.33K | SH | $2.09M 2.84% | 8.33K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | COM | 1.84K | SH | $1.05M 1.43% | 1.84K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | COM | 2.04K | SH | $1.02M 1.39% | 2.04K | 0.00 | 0.00 |
ALPHABET INCSOLE | COM | 930.00 | SH | $291.8K 0.40% | 930.00 | 0.00 | 0.00 |