NAYA CAPITAL MANAGEMENT UK LTD Hedge Fund

CIK: 0001665012 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value ($000): $944,254 (100.0% shares, 0.0% debt)

Holdings (5)

AMAT APPLIED MATLS INC 31.3%

Value ($000) $295,481 Shares 1,816,893 Est. Cost $133.24 Unrealized +34.5%

WWD WOODWARD INC 23.4%

Value ($000) $221,133 Shares 1,328,765 Est. Cost $167.71 Unrealized +1.2%

CP CANADIAN PACIFIC KANSAS CITY 22.7%

Value ($000) $214,592 Shares 2,965,212 Est. Cost $76.60 Unrealized -0.2%

ORCL ORACLE CORP 17.4%

Value ($000) $164,428 Shares 986,727 Est. Cost $175.85 Unrealized 0.0%

ECG EVERUS CONSTR GROUP 5.1%

Value ($000) $48,619 Shares 739,458 Est. Cost $62.93 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AMAT	APPLIED MATLS INC	1,816,893	$295,481	31.3%	$133.24	+34.5%	COM	038222105
WWD	WOODWARD INC	1,328,765	$221,133	23.4%	$167.71	+1.2%	COM	980745103
CP	CANADIAN PACIFIC KANSAS CITY	2,965,212	$214,592	22.7%	$76.60	-0.2%	COM	13646K108
ORCL	ORACLE CORP	986,727	$164,428	17.4%	$175.85	0.0%	COM	68389X105
ECG	EVERUS CONSTR GROUP	739,458	$48,619	5.1%	$62.93	0.0%	COM	300426103