Holdings of NAYA CAPITAL MANAGEMENT UK LTD
4 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Health care 47.6 %
- Industrials 20.5 %
- Unattributed 31.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 4 | 1.2B $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Liberty Media Corp-Liberty Formula One | 4,428,744 | 376.5M $ | |
| 2 | Humana Inc | 1,665,122 | 288.7M $ | |
| 3 | UnitedHealth Group Inc | 1,010,553 | 273.4M $ | |
| 4 | Woodward Inc | 677,419 | 242.5M $ |