13F HOLDINGS REPORT
NAYA CAPITAL MANAGEMENT UK LTD
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003495
Total Value
$1.44B
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLIED MATLS INC | 038222105 | 2,706,855 | $495.5M | 34.48% |
| 2 | WOODWARD INC | WWD | 1,395,805 | $342.1M | 23.80% |
| 3 | FERGUSON ENTERPRISES INC | FERG | 1,269,734 | $276.5M | 19.24% |
| 4 | UNITEDHEALTH GROUP INC | UNH | 609,376 | $190.1M | 13.23% |
| 5 | ISHARES TR | 464288513 | 1,648,000 | $132.9M | 9.25% |