NAYA CAPITAL MANAGEMENT UK LTD Hedge Fund

CIK: 0001665012 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 18, 2026

Total Value ($000): $1,328,083 (100.0% shares, 0.0% debt)

Holdings (5)

New Positions (2)

FWONK LIBERTY MEDIA CORP DEL 15.7%

Value ($000) $208,238 Shares 2,113,878 Est. Cost $98.51 Unrealized —

MASI MASIMO CORP 15.3%

Value ($000) $202,984 Shares 1,560,697 Est. Cost $143.19 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
FWONK	LIBERTY MEDIA CORP DEL	2,113,878	$208,238	15.7%	$98.51	—	COM LBTY ONE S C	531229755
MASI	MASIMO CORP	1,560,697	$202,984	15.3%	$143.19	0.0%	COM	574795100

Increased Positions (2)

HUM HUMANA INC 24.0%

Value ($000) $318,417 (+56.6%) Shares 1,243,184 (+59.1%) Est. Cost $261.25 Unrealized +0.0%

UNH UNITEDHEALTH GROUP INC 22.7%

Value ($000) $301,302 (-3.2%) Shares 912,732 (+1.3%) Est. Cost $350.16 Unrealized -3.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
HUM	HUMANA INC	1,243,184 (+59.1%)	$318,417 (+56.6%)	24.0%	$261.25	+0.0%	COM	444859102
UNH	UNITEDHEALTH GROUP INC	912,732 (+1.3%)	$301,302 (-3.2%)	22.7%	$350.16	-3.7%	COM	91324P102

Exited Positions (2)

AMAT APPLIED MATLS INC 13.6%

Value ($000) $180,469 Shares 881,453 Est. Cost $143.18 Unrealized +67.3%

FERG FERGUSON ENTERPRISES INC 10.0%

Value ($000) $132,798 Shares 591,318 Est. Cost $171.68 Unrealized +38.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AMAT	APPLIED MATLS INC	881,453	$180,469	13.6%	$143.18	+67.3%	—	038222105
FERG	FERGUSON ENTERPRISES INC	591,318	$132,798	10.0%	$171.68	+38.6%	—	31488V107

Decreased Positions (1)

WWD WOODWARD INC 22.4%

Value ($000) $297,142 (-14.5%) Shares 982,873 (-28.5%) Est. Cost $170.31 Unrealized +61.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
WWD	WOODWARD INC	982,873 (-28.5%)	$297,142 (-14.5%)	22.4%	$170.31	+61.3%	COM	980745103