Mayar Capital Ltd. Portfolio Holdings

Mayar Capital Ltd.

  • $46.2 Million
  • Q3 2025

Mayar Capital Ltd. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $46.2 Million distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $12.1M, United Parcel Service Inc with a value of $8.94M, Alphabet Inc. with a value of $8.07M, Bright Horizons Family Solutions Inc. with a value of $5.06M, and Pay Pal Holdings, Inc. with a value of $4.92M.

Examining the 13F form we can see an increase of $7.08M in the current position value, from $39.1M to 46.2M.

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

Portfolio value $46.2 Million
Healthcare: $12.1 Million
Consumer Cyclical: $9.14 Million
Industrials: $8.94 Million
Communication Services: $8.07 Million
Financial Services: $7.97 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$68.7B
$8.94 Million 19.35% of portfolio
107,020
Q2 2025 Added 0.47%
$71.6B
$4.92 Million 10.65% of portfolio
73,372
Q3 2025 Added 61.71%
$79.2B
$4.08 Million 8.83% of portfolio
58,500
Q2 2025 Added 96.97%

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $46.2 Million
  • Prior Value $39.1 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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