13F HOLDINGS REPORT
NAYA CAPITAL MANAGEMENT UK LTD
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002349
Total Value
$1.11B
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLIED MATLS INC | 038222105 | 2,398,563 | $348.1M | 31.46% |
| 2 | WOODWARD INC | WWD | 1,582,095 | $288.7M | 26.10% |
| 3 | CANADIAN PACIFIC KANSAS CITY | CP | 4,063,480 | $285.3M | 25.79% |
| 4 | FERGUSON ENTERPRISES INC | FERG | 1,149,510 | $184.2M | 16.65% |