Naya Capital Management UK Ltd 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Naya Capital Management UK Ltd disclosed 5 US equity positions worth $1.2bn in its Q3 2025 13F filing. The largest position was WWD at 29.6% of the reported book, followed by UNH and HUM. Against the Q2 2025 filing, it opened 1 new position, added to 1 and reduced 3 among the top 5 holdings.
What did Naya Capital Management UK Ltd own in Q3 2025? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | WWD WOODWARD INC | Industrials | 29.6% | $347.6m | 1,375,393 | -1% | reduced |
| 2 | UNH UNITEDHEALTH GROUP INC | Healthcare | 26.5% | $311.3m | 901,391 | 48% | added |
| 3 | HUM HUMANA INC | Healthcare | 17.3% | $203.4m | 781,621 | – | new |
| 4 | AMAT APPLIED MATLS INC | Technology | 15.4% | $180.5m | 881,453 | -67% | reduced |
| 5 | FERG FERGUSON ENTERPRISES INC | Industrials | 11.3% | $132.8m | 591,318 | -53% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.