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Mayar Capital Ltd.

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13F filer, CIK 1858699, LONDON, United Kingdom

Mayar Capital Ltd. reported $73,650,955 across 13 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-27. Its ten largest share positions make up 96.79% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001858699-26-000001

Period
2025-12-31
Reported value
$73.7M
Holdings
13
Top 10 weight
96.79%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NKEadded+90,700$5.78M
BKNGnew+870$4.66M
KVUEadded+262,000$4.52M
BFAMadded+34,300$3.48M
Vadded+9,880$3.47M

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
GOOGreduced-32,200-$10.1M
JNJreduced-33,900-$7.02M

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, Q4 2025

Share positions as resolved from 13F-HR 0001858699-26-000001, largest first. % of portfolio is the value over $73,650,955, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,154 shares; 2024Q4: 265,816 shares; 2025Q1: 272,816 shares; 2025Q2: 239,816 shares; 2025Q3: 464,716 shares; 2025Q4: 726,716 shares 726,716$12.5M17.02%+262,000Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,688 shares; 2024Q4: 104,320 shares; 2025Q1: 106,520 shares; 2025Q2: 107,020 shares; 2025Q3: 107,020 shares; 2025Q4: 107,020 shares 107,020$10.6M14.41%0Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,700 shares; 2025Q2: 58,500 shares; 2025Q3: 58,500 shares; 2025Q4: 149,200 shares 149,200$9.51M12.91%+90,700Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,551 shares; 2024Q4: 30,290 shares; 2025Q1: 86,990 shares; 2025Q2: 106,590 shares; 2025Q3: 106,590 shares; 2025Q4: 106,590 shares 106,590$8.45M11.47%0Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,236 shares; 2024Q4: 60,234 shares; 2025Q1: 30,634 shares; 2025Q2: 15,534 shares; 2025Q3: 46,634 shares; 2025Q4: 80,934 shares 80,934$8.21M11.14%+34,300Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,493 shares; 2024Q4: 63,341 shares; 2025Q1: 64,941 shares; 2025Q2: 65,141 shares; 2025Q3: 65,141 shares; 2025Q4: 31,241 shares 31,241$6.47M8.78%-33,900Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 870 shares 870$4.66M6.33%newTimeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,704 shares; 2024Q4: 30,580 shares; 2025Q1: 5,780 shares; 2025Q2: 2,880 shares; 2025Q3: 2,880 shares; 2025Q4: 12,760 shares 12,760$4.48M6.08%+9,880Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,882 shares; 2024Q4: 66,272 shares; 2025Q1: 44,472 shares; 2025Q2: 45,372 shares; 2025Q3: 73,372 shares; 2025Q4: 73,372 shares 73,372$4.28M5.82%0Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,772 shares; 2024Q4: 12,433 shares; 2025Q1: 8,133 shares; 2025Q2: 8,333 shares; 2025Q3: 8,333 shares; 2025Q4: 8,333 shares 8,333$2.09M2.84%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,206 shares; 2024Q4: 10,742 shares; 2025Q1: 3,542 shares; 2025Q2: 1,842 shares; 2025Q3: 1,842 shares; 2025Q4: 1,842 shares 1,842$1.05M1.43%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 2,038 shares; 2025Q1: 2,038 shares; 2025Q2: 2,038 shares; 2025Q3: 2,038 shares; 2025Q4: 2,038 shares 2,038$1.02M1.39%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,166 shares; 2024Q4: 69,130 shares; 2025Q1: 33,130 shares; 2025Q2: 33,130 shares; 2025Q3: 33,130 shares; 2025Q4: 930 shares 930$292K0.4%-32,200Timeline

How Q4 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 0001858699-26-000001 base2026-01-27acceptance time not in the bulk data set