13F HOLDINGS REPORT
NAYA CAPITAL MANAGEMENT UK LTD
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-001139
Total Value
$944.3M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLIED MATLS INC | 038222105 | 1,816,893 | $295.5M | 31.29% |
| 2 | WOODWARD INC | WWD | 1,328,765 | $221.1M | 23.42% |
| 3 | CANADIAN PACIFIC KANSAS CITY | CP | 2,965,212 | $214.6M | 22.73% |
| 4 | ORACLE CORP | ORCL-PD | 986,727 | $164.4M | 17.41% |
| 5 | EVERUS CONSTR GROUP | EVEX-WT | 739,458 | $48.6M | 5.15% |