Filed: 8/14/2026ACC: 0001172661-26-003537
📋 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 $2.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$2.08B
Total AUM (reported)
14.17M
Total Shares
Allocation by class
COM$1.17B56.1%
COM LBTY ONE S C$503.15M24.2%
MSCI EMG MKT ETF$410.46M19.7%
Portfolio Concentration
Top 3$1.67B80.3%
4–10$410.46M19.7%
Top 3 weight
80.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 14.17M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
14.17M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other4
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings4
Rows:
HUMANA INC
DFNDShares1.83M
TypeSH
Market value$728.41M
35.04%
Sole
0.00
Shared
1.83M
None
0.00
LIBERTY MEDIA CORP DEL
DFNDShares5.29M
TypeSH
Market value$503.15M
24.20%
Sole
0.00
Shared
5.29M
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares1.05M
TypeSH
Market value$436.83M
21.01%
Sole
0.00
Shared
1.05M
None
0.00
ISHARES TR
DFNDShares6M
TypeSH
Market value$410.46M
19.74%
Sole
0.00
Shared
6M
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HUMANA INCDFND | COM | 1.83M | SH | $728.41M 35.04% | 0.00 | 1.83M | 0.00 |
LIBERTY MEDIA CORP DELDFND | COM LBTY ONE S C | 5.29M | SH | $503.15M 24.20% | 0.00 | 5.29M | 0.00 |
UNITEDHEALTH GROUP INCDFND | COM | 1.05M | SH | $436.83M 21.01% | 0.00 | 1.05M | 0.00 |
ISHARES TRDFND | MSCI EMG MKT ETF | 6M | SH | $410.46M 19.74% | 0.00 | 6M | 0.00 |