Naya Capital Management UK LTD 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Naya Capital Management UK LTD disclosed 3 US equity positions worth $1.7bn in its Q2 2026 13F filing. The largest position was HUM at 43.7% of the reported book, followed by LLYVK and UNH. Against the Q1 2026 filing, it opened 0 new positions, added to 3 and reduced 0 among the top 3 holdings.
What did Naya Capital Management UK LTD own in Q2 2026? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | HUM HUMANA INC | Healthcare | 43.7% | $728.4m | 1,833,763 | 10% | added |
| 2 | LLYVK LIBERTY MEDIA CORP DEL | Communication Services | 30.2% | $503.2m | 5,288,530 | 19% | added |
| 3 | UNH UNITEDHEALTH GROUP INC | Healthcare | 26.2% | $436.8m | 1,051,012 | 4% | added |
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.