NAYA CAPITAL MANAGEMENT UK LTD — Q1 2026 13F-HR

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Q1 2026 · 13F-HR

NAYA CAPITAL MANAGEMENT UK LTDholdings as filed

Filed 2026-05-15 · accession 0001172661-26-002311

$1.18B

Reported value

Positions

2026-03-31

Period end

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The Brief · NAYA CAPITAL MANAGEMENT UK LTD · Q1 2026

AI · grounded in 13F

NAYA CAPITAL MANAGEMENT UK LTD closed its entire position in Masimo Corp MASI, reducing its holdings by $202.98M. The fund more than doubled its stake in Liberty Media Corp Del FWONK, increasing share count by 109.5%. Additionally, the fund accumulated shares of Humana Inc HUM and UnitedHealth Group Inc UNH, while trimming its position in Woodward Inc WWD by 31.08%.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
531229755	FWONK	LIBERTY MEDIA CORP DEL	$376.5M	31.9%	4,428,744	Common	SOLE
444859102	HUM	HUMANA INC	$288.7M	24.4%	1,665,122	Common	SOLE
91324P102	UNH	UNITEDHEALTH GROUP INC	$273.4M	23.2%	1,010,553	Common	SOLE
980745103	WWD	WOODWARD INC	$242.5M	20.5%	677,419	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.