Mayar Capital Ltd.

Q3 2025 13F-HR Holdings

Location
London, X0
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
12
Total value ($000)
$63,920
Net value change ($000)
+9,504 (17.5%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/15/2025 Next filing: 1/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BFAM 3,143 163.7%
KVUE 2,523 50.3%
GOOGL 2,192 37.3%
JNJ 2,128 21.4%
PYPL 1,548 45.9%
LH 205 9.4%
BRK-B 35 3.5%
MA 13 1.3%
Top Reduces (Value $000, Stocks/ETFs)
UPS -1,864 -17.3%
SOLV -303 -3.7%
NKE -77 -1.9%
V -40 -3.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type