Mayar Capital Ltd. Portfolio Holdings by Sector
Mayar Capital Ltd.
- $41.4 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$11,716
28.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$10,769
26.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
PYPL V MA 3 stocks |
$6,867
16.59% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$5,175
12.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
BFAM 1 stocks |
$3,891
9.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$1,885
4.55% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1,085
2.62% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|