13F HOLDINGS REPORT
NAYA CAPITAL MANAGEMENT UK LTD
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-005033
Total Value
$1.18B
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WOODWARD INC | WWD | 1,375,393 | $347.6M | 29.57% |
| 2 | UNITEDHEALTH GROUP INC | UNH | 901,391 | $311.3M | 26.48% |
| 3 | HUMANA INC | HUM | 781,621 | $203.4M | 17.30% |
| 4 | APPLIED MATLS INC | 038222105 | 881,453 | $180.5M | 15.35% |
| 5 | FERGUSON ENTERPRISES INC | FERG | 591,318 | $132.8M | 11.30% |