NAYA CAPITAL MANAGEMENT UK LTD

Q1 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    4

  • Value ($000)

    $1,106,279

  • Date Filed
    05/15/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AMAT
AMAT

APPLIED MATLS INC

COM
038222105
$348.08 M
32 %

2,398,563

WWD
WWD

WOODWARD INC

COM
980745103
$288.72 M
26 %

1,582,095

CP
CP

CANADIAN PACIFIC KANSAS CITY

COM
13646K108
$285.30 M
26 %

4,063,480

FERG
FERG

FERGUSON ENTERPRISES INC

COMMON STOCK NEW
31488V107
$184.19 M
17 %

1,149,510

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