NAYA CAPITAL MANAGEMENT UK LTD

Q2 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    5

  • Value ($000)

    $1,437,145

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001665012
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AMAT
AMAT

APPLIED MATLS INC

COM
038222105
$495.54 M
35 %

2,706,855

WWD
WWD

WOODWARD INC

COM
980745103
$342.10 M
24 %

1,395,805

FERG
FERG

FERGUSON ENTERPRISES INC

COMMON STOCK NEW
31488V107
$276.48 M
19 %

1,269,734

UNH
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$190.11 M
13 %

609,376

HYG
HYG

ISHARES TR

IBOXX HI YD ETF
464288513
$132.91 M
9 %

1,648,000

put
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