Naya Capital Management UK Ltd 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Naya Capital Management UK Ltd disclosed 5 US equity positions worth $1.3bn in its Q4 2025 13F filing. The largest position was HUM at 24.0% of the reported book, followed by UNH and WWD. Against the Q3 2025 filing, it opened 2 new positions, added to 2 and reduced 1 among the top 5 holdings.
What did Naya Capital Management UK Ltd own in Q4 2025? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | HUM HUMANA INC | Healthcare | 24.0% | $318.4m | 1,243,184 | 59% | added |
| 2 | UNH UNITEDHEALTH GROUP INC | Healthcare | 22.7% | $301.3m | 912,732 | 1% | added |
| 3 | WWD WOODWARD INC | Industrials | 22.4% | $297.1m | 982,873 | -29% | reduced |
| 4 | LLYVK LIBERTY MEDIA CORP DEL | 15.7% | $208.2m | 2,113,878 | – | new | |
| 5 | MASI* MASIMO CORP | 15.3% | $203.0m | 1,560,697 | – | new |
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.