Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
NAYA CAPITAL MANAGEMENT UK LTD (CIK 1665012) reported $1.18B across 4 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FWONK ($376.5M, 31.88%), HUM ($288.7M, 24.44%), UNH ($273.4M, 23.15%), WWD ($242.5M, 20.53%), MASI ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FWONK | LIBERTY MEDIA CORP DEL | $376.5M | 31.88% | 4.4M | Added |
| 2 | HUM | HUMANA INC | $288.7M | 24.44% | 1.7M | Added |
| 3 | UNH | UNITEDHEALTH GROUP INC | $273.4M | 23.15% | 1.0M | Added |
| 4 | WWD | WOODWARD INC | $242.5M | 20.53% | 677,419 | Trimmed |
| 5 | MASI | MASIMO CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31