Mayar Capital Ltd. Portfolio Holdings

Mayar Capital Ltd.

  • $65.8 Million
  • Q4 2024

Mayar Capital Ltd. has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $65.8 Million distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $13.2M, United Parcel Service Inc with a value of $13.2M, Visa Inc. with a value of $9.66M, Johnson & Johnson with a value of $9.16M, and Bright Horizons Family Solutions Inc. with a value of $6.68M.

Examining the 13F form we can see an decrease of $25.1M in the current position value, from $90.9M to 65.8M.

Below you can find more details about Mayar Capital Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $65.8 Million
Financial Services: $21.9 Million
Communication Services: $14.9 Million
Industrials: $13.2 Million
Healthcare: $9.16 Million
Consumer Cyclical: $6.68 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.04T
$13.2 Million 20.0% of portfolio
69,130
Q4 2024 Reduced 11.56%
$85.8B
$13.2 Million 19.98% of portfolio
104,320
Q4 2024 Reduced 12.11%
$582B
$9.66 Million 14.68% of portfolio
30,580
Q4 2024 Reduced 11.88%
$428B
$9.16 Million 13.91% of portfolio
63,341
Q4 2024 Reduced 11.4%
$7.34B
$6.68 Million 10.14% of portfolio
60,234
Q4 2024 Reduced 11.73%
$539B
$5.66 Million 8.59% of portfolio
10,742
Q4 2024 Reduced 11.99%
$81.8B
$5.66 Million 8.59% of portfolio
66,272
Q4 2024 Reduced 58.55%
$36.3B
$1.78 Million 2.7% of portfolio
12,152
Q4 2024 Reduced 84.93%
$654B
$923,000 1.4% of portfolio
2,038
Q2 2021 New
Kenvue Inc
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 11.73%
Solventum Corp
-
$0 0.0% of portfolio
-
Q4 2024 Added 187.08%
Laboratory Corp Amer Hldgs
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 33.77%

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $65.8 Million
  • Prior Value $90.9 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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