Filed: 2/18/2026ACC: 0001172661-26-001276
📋 What this filing means
NAYA CAPITAL MANAGEMENT UK LTD filed this quarterly 13F‑HR report disclosing 5 equity positions with a total reported market value of $1.33B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$1.33B
Total AUM (reported)
6.81M
Total Shares
Allocation by class
COM$1.12B84.3%
COM LBTY ONE S C$208.24M15.7%
Portfolio Concentration
Top 3$916.86M69.0%
4–10$411.22M31.0%
Top 3 weight
69.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 6.81M
Sole
Full voting authority
6.81M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole5
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings5
Rows:
HUMANA INC
SOLEShares1.24M
TypeSH
Market value$318.42M
23.98%
Sole
1.24M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares912.73K
TypeSH
Market value$301.30M
22.69%
Sole
912.73K
Shared
0.00
None
0.00
WOODWARD INC
SOLEShares982.87K
TypeSH
Market value$297.14M
22.37%
Sole
982.87K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares2.11M
TypeSH
Market value$208.24M
15.68%
Sole
2.11M
Shared
0.00
None
0.00
MASIMO CORP
SOLEShares1.56M
TypeSH
Market value$202.98M
15.28%
Sole
1.56M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HUMANA INCSOLE | COM | 1.24M | SH | $318.42M 23.98% | 1.24M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 912.73K | SH | $301.30M 22.69% | 912.73K | 0.00 | 0.00 |
WOODWARD INCSOLE | COM | 982.87K | SH | $297.14M 22.37% | 982.87K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 2.11M | SH | $208.24M 15.68% | 2.11M | 0.00 | 0.00 |
MASIMO CORPSOLE | COM | 1.56M | SH | $202.98M 15.28% | 1.56M | 0.00 | 0.00 |