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Institutional

NAYA CAPITAL MANAGEMENT UK LTD

CIK 0001665012
$1.18B
Reported AUM
4
Positions
Q1 2026
Period
2026-05-15
Filed

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%.

Portfolio · Q1 2026

FWONK$376.5MHUM$288.7MUNH$273.4MWWD$242.5MNL

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1FWONKLIBERTY MEDIA CORP DEL$376.5M31.88%+2,314,866+109.5%
2HUMHUMANA INC$288.7M24.44%+421,938+33.9%
3UNHUNITEDHEALTH GROUP INC$273.4M23.15%+97,821+10.7%
4WWDWOODWARD INC$242.5M20.53%-305,454-31.1%
5MASIMASIMO CORP-1,560,697EXITED

Source: SEC EDGAR · accession 0001172661-26-002311. 13F discloses long positions only — shorts, foreign equities, and options are excluded.