Naya Capital Management UK LTD 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Naya Capital Management UK LTD disclosed 4 US equity positions worth $1.2bn in its Q1 2026 13F filing. The largest position was LLYVK at 31.9% of the reported book, followed by HUM and UNH.
What did Naya Capital Management UK LTD own in Q1 2026? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 31.9% | $376.5m | 4,428,744 | – | |
| 2 | HUM HUMANA INC | Healthcare | 24.4% | $288.7m | 1,665,122 | – | |
| 3 | UNH UNITEDHEALTH GROUP INC | Healthcare | 23.2% | $273.4m | 1,010,553 | – | |
| 4 | WWD WOODWARD INC | Industrials | 20.5% | $242.5m | 677,419 | – |
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.