The Analysis of NAYA CAPITAL MANAGEMENT UK LTD's Holdings


Currently, NAYA CAPITAL MANAGEMENT UK LTD holds 5 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in N/A (+2.1M shares, valued at $208.2M), MASI (+1.6M shares, valued at $203.0M), HUM (+461.6K shares, valued at $118.2M); decreased their positions in WWD (-392.5K shares, valued at $118.7M); initiated new positions in N/A (+2.1M shares, valued at $208.2M), MASI (+1.6M shares, valued at $203.0M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
HUM HUMANA INC1.2M shares59.05%2025-12-312026-02-18history
UNH UNITEDHEALTH GROUP INC912.7K shares1.26%2025-12-312026-02-18history
WWD WOODWARD INC982.9K shares-28.54%2025-12-312026-02-18history
LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL2.1M sharesnew addition2025-12-312026-02-18history
MASI MASIMO CORP1.6M sharesnew addition2025-12-312026-02-18history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available