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Mayar Capital Ltd.

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13F filer, CIK 1858699, LONDON, United Kingdom

Mayar Capital Ltd. reported $63,920,209 across 12 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 96.86% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001858699-25-000005

Period
2025-09-30
Reported value
$63.9M
Holdings
12
Top 10 weight
96.86%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KVUEadded+224,900$3.65M
BFAMadded+31,100$3.38M
PYPLadded+28,000$1.88M

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

None.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001858699-25-000005, largest first. % of portfolio is the value over $63,920,209, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,493 shares; 2024Q4: 63,341 shares; 2025Q1: 64,941 shares; 2025Q2: 65,141 shares; 2025Q3: 65,141 shares 65,141$12.1M18.9%0Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,688 shares; 2024Q4: 104,320 shares; 2025Q1: 106,520 shares; 2025Q2: 107,020 shares; 2025Q3: 107,020 shares 107,020$8.94M13.99%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,166 shares; 2024Q4: 69,130 shares; 2025Q1: 33,130 shares; 2025Q2: 33,130 shares; 2025Q3: 33,130 shares 33,130$8.07M12.62%0Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,551 shares; 2024Q4: 30,290 shares; 2025Q1: 86,990 shares; 2025Q2: 106,590 shares; 2025Q3: 106,590 shares 106,590$7.78M12.17%0Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,154 shares; 2024Q4: 265,816 shares; 2025Q1: 272,816 shares; 2025Q2: 239,816 shares; 2025Q3: 464,716 shares 464,716$7.54M11.8%+224,900Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,236 shares; 2024Q4: 60,234 shares; 2025Q1: 30,634 shares; 2025Q2: 15,534 shares; 2025Q3: 46,634 shares 46,634$5.06M7.92%+31,100Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,882 shares; 2024Q4: 66,272 shares; 2025Q1: 44,472 shares; 2025Q2: 45,372 shares; 2025Q3: 73,372 shares 73,372$4.92M7.7%+28,000Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,700 shares; 2025Q2: 58,500 shares; 2025Q3: 58,500 shares 58,500$4.08M6.38%0Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,772 shares; 2024Q4: 12,433 shares; 2025Q1: 8,133 shares; 2025Q2: 8,333 shares; 2025Q3: 8,333 shares 8,333$2.39M3.74%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,206 shares; 2024Q4: 10,742 shares; 2025Q1: 3,542 shares; 2025Q2: 1,842 shares; 2025Q3: 1,842 shares 1,842$1.05M1.64%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 2,038 shares; 2025Q1: 2,038 shares; 2025Q2: 2,038 shares; 2025Q3: 2,038 shares 2,038$1.02M1.6%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,704 shares; 2024Q4: 30,580 shares; 2025Q1: 5,780 shares; 2025Q2: 2,880 shares; 2025Q3: 2,880 shares 2,880$983K1.54%0Timeline

How Q3 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 0001858699-25-000005 base2025-11-14acceptance time not in the bulk data set