Institutional Fund
Naya Capital Management Uk Ltd
London, United KingdomCIK 16650125 filings on record
Portfolio Value
$1.18B
Q1 2026
Holdings
4
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-11.1%
from $1.33B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Liberty Media Corp Del31.9%
- Humana Inc24.4%
- Unitedhealth Group Inc23.2%
- Woodward Inc20.5%
Portfolio Holdings
4 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Liberty Media Corp Del | 4.43M | $376.53M | 31.9% | +2.31M | Added |
| 2 | Humana Inc | 1.67M | $288.72M | 24.4% | +421.9K | Added |
| 3 | Unitedhealth Group Inc | 1.01M | $273.45M | 23.2% | +97.8K | Added |
| 4 | Woodward Inc | 677.4K | $242.46M | 20.5% | −305.5K | Reduced |