13F HOLDINGS REPORT
NAYA CAPITAL MANAGEMENT UK LTD
Quarter ended Q4 2025 · Filed February 18, 2026 · Accession 0001172661-26-001276
Total Value
$1.33B
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HUMANA INC | HUM | 1,243,184 | $318.4M | 23.98% |
| 2 | UNITEDHEALTH GROUP INC | UNH | 912,732 | $301.3M | 22.69% |
| 3 | WOODWARD INC | WWD | 982,873 | $297.1M | 22.37% |
| 4 | LIBERTY MEDIA CORP DEL | FWONB | 2,113,878 | $208.2M | 15.68% |
| 5 | MASIMO CORP | MASI | 1,560,697 | $203.0M | 15.28% |