Ownership history in Mayar Capital Ltd. Β· 7 quarters on record
This page tracks every 13F SEC filing in which Mayar Capital Ltd. reported a position in SOLVENTUM CORP (SOLV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Mayar Capital Ltd. underperformed the S&P 500 by β4.3% annually on this SOLV position. Timing score: 50% (2/4 decisions correct). Average cost basis: $73.95. Maximum drawdown during holding period: β5.2%.
β οΈ Trailed SPY by 4.3% ann. on this position.
5 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $66.06 (2024 Q4) Β· Worst: $76.04 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 1 trim. Bought during 2 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Mayar Capital Ltd. has been actively increasing its SOLV allocation β a bullish signal from insiders.
Currently 11.47% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size