Mayar Capital Ltd. - Q42025 Holdings

Mayar Capital Ltd. holds 13 stocks with a total portfolio value of $ 73.65M as of Q42025. In Q42025, Mayar Capital Ltd. added 1 new position, increased stakes in 4 stocks, reduced 2 holdings, and fully exited 0 positions. The largest holding is Kenvue Inc (KVUE), representing 17.02% of the total portfolio.