NAYA CAPITAL MANAGEMENT UK LTD Hedge Fund

CIK: 0001665012 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $1,175,447 (100.0% shares, 0.0% debt)

Holdings (5)

WWD WOODWARD INC 29.6%

Value ($000) $347,576 Shares 1,375,393 Est. Cost $170.31 Unrealized +45.5%

UNH UNITEDHEALTH GROUP INC 26.5%

Value ($000) $311,250 Shares 901,391 Est. Cost $350.32 Unrealized -14.7%

HUM HUMANA INC 17.3%

Value ($000) $203,354 Shares 781,621 Est. Cost $261.21 Unrealized 0.0%

AMAT APPLIED MATLS INC 15.4%

Value ($000) $180,469 Shares 881,453 Est. Cost $143.18 Unrealized +26.3%

FERG FERGUSON ENTERPRISES INC 11.3%

Value ($000) $132,798 Shares 591,318 Est. Cost $171.68 Unrealized +30.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
WWD	WOODWARD INC	1,375,393	$347,576	29.6%	$170.31	+45.5%	COM	980745103
UNH	UNITEDHEALTH GROUP INC	901,391	$311,250	26.5%	$350.32	-14.7%	COM	91324P102
HUM	HUMANA INC	781,621	$203,354	17.3%	$261.21	0.0%	COM	444859102
AMAT	APPLIED MATLS INC	881,453	$180,469	15.4%	$143.18	+26.3%	COM	038222105
FERG	FERGUSON ENTERPRISES INC	591,318	$132,798	11.3%	$171.68	+30.9%	COMMON STOCK NEW	31488V107