NAYA CAPITAL MANAGEMENT UK LTD

Q4 2024 13F Holdings

  • Location
    london, X0
  • Num holdings

    5

  • Value ($000)

    $944,254

  • Date Filed
    02/14/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AMAT
AMAT

APPLIED MATLS INC

COM
038222105
$295.48M
31 %

1,816,893

WWD
WWD

WOODWARD INC

COM
980745103
$221.13M
23 %

1,328,765

CP
CP

CANADIAN PACIFIC KANSAS CITY

COM
13646K108
$214.59M
23 %

2,965,212

ORCL
ORCL

ORACLE CORP

COM
68389X105
$164.43M
17 %

986,727

---

EVERUS CONSTR GROUP

COM
300426103
$48.62M
5 %

739,458

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