Filed: 5/15/2026ACC: 0001172661-26-002311
📋 What this filing means
NAYA CAPITAL MANAGEMENT UK LTD filed this quarterly 13F‑HR report disclosing 4 equity positions with a total reported market value of $1.18B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$1.18B
Total AUM (reported)
7.78M
Total Shares
Allocation by class
COM$804.62M68.1%
COM LBTY ONE S C$376.53M31.9%
Portfolio Concentration
Top 3$938.69M79.5%
4–10$242.46M20.5%
Top 3 weight
79.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 7.78M
Sole
Full voting authority
7.78M
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)
Sole4
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4
Rows:
LIBERTY MEDIA CORP DEL
SOLEShares4.43M
TypeSH
Market value$376.53M
31.88%
Sole
4.43M
Shared
0.00
None
0.00
HUMANA INC
SOLEShares1.67M
TypeSH
Market value$288.72M
24.44%
Sole
1.67M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares1.01M
TypeSH
Market value$273.45M
23.15%
Sole
1.01M
Shared
0.00
None
0.00
WOODWARD INC
SOLEShares677.42K
TypeSH
Market value$242.46M
20.53%
Sole
677.42K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 4.43M | SH | $376.53M 31.88% | 4.43M | 0.00 | 0.00 |
HUMANA INCSOLE | COM | 1.67M | SH | $288.72M 24.44% | 1.67M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 1.01M | SH | $273.45M 23.15% | 1.01M | 0.00 | 0.00 |
WOODWARD INCSOLE | COM | 677.42K | SH | $242.46M 20.53% | 677.42K | 0.00 | 0.00 |