NAYA CAPITAL MANAGEMENT UK LTD Hedge Fund

CIK: 0001665012 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value ($000): $1,106,279 (100.0% shares, 0.0% debt)

Holdings (4)

AMAT APPLIED MATLS INC 31.5%

Value ($000) $348,079 Shares 2,398,563 Est. Cost $141.34 Unrealized +17.9%

WWD WOODWARD INC 26.1%

Value ($000) $288,717 Shares 1,582,095 Est. Cost $170.31 Unrealized +8.0%

CP CANADIAN PACIFIC KANSAS CITY 25.8%

Value ($000) $285,297 Shares 4,063,480 Est. Cost $76.33 Unrealized -0.9%

FERG FERGUSON ENTERPRISES INC 16.6%

Value ($000) $184,186 Shares 1,149,510 Est. Cost $170.60 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AMAT	APPLIED MATLS INC	2,398,563	$348,079	31.5%	$141.34	+17.9%	COM	038222105
WWD	WOODWARD INC	1,582,095	$288,717	26.1%	$170.31	+8.0%	COM	980745103
CP	CANADIAN PACIFIC KANSAS CITY	4,063,480	$285,297	25.8%	$76.33	-0.9%	COM	13646K108
FERG	FERGUSON ENTERPRISES INC	1,149,510	$184,186	16.6%	$170.60	0.0%	COMMON STOCK NEW	31488V107