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Mayar Capital Ltd.

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13F filer, CIK 1858699, LONDON, United Kingdom

Mayar Capital Ltd. reported $56,442,967 across 12 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-02. Its ten largest share positions make up 94.74% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001858699-25-000002

Period
2025-03-31
Reported value
$56.4M
Holdings
12
Top 10 weight
94.74%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SOLVadded+56,700$4.31M
NKEnew+29,700$1.89M
JNJadded+1,600$265K
UPSadded+2,200$242K
KVUEadded+7,000$168K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
Vreduced-24,800-$8.69M
GOOGreduced-36,000-$5.62M
MAreduced-7,200-$3.95M
BFAMreduced-29,600-$3.76M
EAexited-12,152-$1.78M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001858699-25-000002, largest first. % of portfolio is the value over $56,442,967, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,688 shares; 2024Q4: 104,320 shares; 2025Q1: 106,520 shares 106,520$11.7M20.76%+2,200Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,493 shares; 2024Q4: 63,341 shares; 2025Q1: 64,941 shares 64,941$10.8M19.08%+1,600Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,551 shares; 2024Q4: 30,290 shares; 2025Q1: 86,990 shares 86,990$6.61M11.72%+56,700Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,154 shares; 2024Q4: 265,816 shares; 2025Q1: 272,816 shares 272,816$6.54M11.59%+7,000Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,166 shares; 2024Q4: 69,130 shares; 2025Q1: 33,130 shares 33,130$5.18M9.17%-36,000Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,236 shares; 2024Q4: 60,234 shares; 2025Q1: 30,634 shares 30,634$3.89M6.9%-29,600Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,882 shares; 2024Q4: 66,272 shares; 2025Q1: 44,472 shares 44,472$2.9M5.14%-21,800Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,704 shares; 2024Q4: 30,580 shares; 2025Q1: 5,780 shares 5,780$2.03M3.59%-24,800Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,206 shares; 2024Q4: 10,742 shares; 2025Q1: 3,542 shares 3,542$1.94M3.44%-7,200Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,772 shares; 2024Q4: 12,433 shares; 2025Q1: 8,133 shares 8,133$1.89M3.35%-4,300Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,700 shares 29,700$1.89M3.34%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 2,038 shares; 2025Q1: 2,038 shares 2,038$1.09M1.92%0Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
EAELECTRONIC ARTS INC12,152$1.78Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001858699-25-000002 base2025-05-02acceptance time not in the bulk data set