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NAYA CAPITAL MANAGEMENT UK LTD

Q4 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    5

  • Value ($000)

    $1,328,083

  • Date Filed
    02/18/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
H
HUM

HUMANA INC

COM
444859102
$318.42M
24 %

1,243,184

U
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$301.3M
23 %

912,732

W
WWD

WOODWARD INC

COM
980745103
$297.14M
22 %

982,873

F
FWONK

LIBERTY MEDIA CORP DEL

COM LBTY ONE S C
531229755
$208.24M
16 %

2,113,878

3
3M4

MASIMO CORP

COM
574795100
$202.98M
15 %

1,560,697

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