NAYA CAPITAL MANAGEMENT UK LTD 13F Holdings

CIK 0001665012 · London, X0

As of Sep 30, 2025, NAYA CAPITAL MANAGEMENT UK LTD reported 5 positions worth .2B in its SEC Form 13F filing.

Top 5 holdings

SecurityTickerSectorSharesValue% of portfolio
WOODWARD INCWWDIndustrials1,375,393$347.6M29.57%
UNITEDHEALTH GROUP INCUNHHealthcare901,391$311.3M26.48%
HUMANA INCHUMHealthcare781,621$203.4M17.30%
APPLIED MATERIALS INCAMATTechnology881,453 80.5M15.35%
FERGUSON ENTERPRISES INCFERGIndustrials591,318 32.8M11.30%