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 $1.2B. In the most recent quarter, they have increased their positions in HUM (+781.6K shares, valued at $203.4M), UNH (+292.0K shares, valued at $100.8M); decreased their positions in AMAT (-1.8M shares, valued at $373.7M), FERG (-678.4K shares, valued at $152.4M), WWD (-20.4K shares, valued at $5.2M); initiated new positions in HUM (+781.6K shares, valued at $203.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
WWD WOODWARD INC1.4M shares-1.46%2025-09-302025-11-14history
UNH UNITEDHEALTH GROUP INC901.4K shares47.92%2025-09-302025-11-14history
HUM HUMANA INC781.6K sharesnew addition2025-09-302025-11-14history
AMAT APPLIED MATLS INC881.5K shares-67.44%2025-09-302025-11-14history
FERG FERGUSON ENTERPRISES INC591.3K shares-53.43%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available