Mayar Capital Ltd. SOLV — SOLVENTUM CORP

Ownership history in Mayar Capital Ltd.  ·  8 quarters on record

AI Ownership Summary

Mayar Capital Ltd. reported SOLVENTUM CORP (SOLV) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 14.86% in 2025 Q2. The latest visible filing shows SOLV at 8.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SOLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mayar Capital Ltd.'s position in SOLVENTUM CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SOLV was reported at 8.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.86% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SOLV stock page Mayar Capital Ltd. fund profile Mayar Capital Ltd. full holdings
How Mayar Capital Ltd. held SOLV — position size vs. price
% of Fund (quarterly)    SOLV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 106,590 — 0% 8.30% $7.0M 2026-05-07 $71.65
2025 Q4 UNCHANGED — — — 106,590 — 0% 11.47% $8.4M 2026-01-27 $77.61
2025 Q3 UNCHANGED — — — 106,590 — 0% 12.17% $7.8M 2025-11-14 $75.66
2025 Q2 ADDED — — — 106,590 +19,600 +22.5% 14.86% $8.1M 2025-08-15 $71.42
2025 Q1 ADDED — — — 86,990 +56,700 +187.2% 11.72% $6.6M 2025-05-02 $67.62
2024 Q4 ADDED — — — 30,290 +19,739 +187.1% 2.62% $2.0M 2025-02-07 $73.38
2024 Q3 REDUCED 6.2% -5.3% ✅ 10,551 -700 -6.2% 0.72% $736K 2024-11-05 $73.16
2024 Q2 INITIATED — — — 11,251 — — 0.55% $595K 2024-07-17 $53.00

🏢 Other funds also holding SOLV

As of 2026 Q1 — sorted by position size

TERRIL BROTHERS, INC. 3Y 7Y 6.16% NUANCE INVESTMENTS, LLC 3Y 7Y 6.11% CLARK ESTATES INC/NY 3Y 7Y 4.55% DAVIS SELECTED ADVISERS 3Y 7Y 1.9% INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 3Y 1.82% ASO GROUP Ltd 1.72% GENERAL AMERICAN INVESTORS CO INC 3Y 7Y 1.62% Corundum Trust Company, INC 1.47% Strong Tower Advisory Services 3Y 1.38% Pacific Capital Partners Ltd 1.34%

FAQ About Mayar Capital Ltd. and SOLV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mayar Capital Ltd. reported owning SOLV?

Mayar Capital Ltd. reported SOLV across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported SOLV position in Mayar Capital Ltd.'s portfolio?

The largest reported portfolio weight for SOLV was 14.86% in 2025 Q2.

What is the latest reported SOLV position on this page?

The most recent filing on this page is 2026 Q1, when Mayar Capital Ltd. reported 106,590 shares, equal to 8.30% of portfolio, with an estimated market value of $7.0M.

What does the chart on this SOLV ownership page compare?

The chart compares Mayar Capital Ltd.'s quarterly SOLV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Mayar Capital Ltd. time their SOLV position?

Based on 13F filing dates vs. subsequent SOLV price moves, Mayar Capital Ltd. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on SOLV relative to SPY over the holding period was +0.4%.

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