NAYA CAPITAL MANAGEMENT UK LTD

PrivateCIK: 1665012
4
Positions
$1.18B
Total AUM (reported)
7.78M
Total Shares

Allocation by class

TOTAL AUM$1.18B4 positions
COM$804.62M68.1%
COM LBTY ONE S C$376.53M31.9%

Portfolio Concentration

Top 379.5%4–1020.5%TOP 10100.0%0%100%
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

SOLE
COM LBTY ONE S C
Shares4.43M
TypeSH
Market value$376.53M
31.88%
Sole
4.43M
Shared
0.00
None
0.00

HUMANA INC

SOLE
COM
Shares1.67M
TypeSH
Market value$288.72M
24.44%
Sole
1.67M
Shared
0.00
None
0.00

UNITEDHEALTH GROUP INC

SOLE
COM
Shares1.01M
TypeSH
Market value$273.45M
23.15%
Sole
1.01M
Shared
0.00
None
0.00

WOODWARD INC

SOLE
COM
Shares677.42K
TypeSH
Market value$242.46M
20.53%
Sole
677.42K
Shared
0.00
None
0.00