Fund Holdings — NAYA CAPITAL MANAGEMENT UK LTD

Total Portfolio Value
$1.33B
Total Bought
$536.23M
Total Sold
$363.70M
Net Transaction
+$172.53M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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LIBERTY MEDIA CORP DEL(FWONA)02,113,878+2,113,8780208,23815.68%+208,238
MASIMO CORP01,560,697+1,560,6970202,98415.28%+202,984
HUMANA INC(HUM)781,6211,243,184+461,563203,354318,41723.98%+115,062
UNITEDHEALTH GROUP INC(UNH)901,391912,732+11,341311,250301,30222.69%-9,948
WOODWARD INC(WWD)1,375,393982,873-392,520347,576297,14222.37%-50,433
FERGUSON ENTERPRISES INC(FERG)591,3180-591,318132,7980—-132,798
APPLIED MATLS INC881,4530-881,453180,4690—-180,469
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NAYA CAPITAL MANAGEMENT UK LTD — 13F Holdings — Q4 2025 | TickerTrail