Naya Capital Management UK Ltd 13F Holdings · Q2 2026
Naya Capital Management UK Ltd reported 3 securities worth $2.08B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: HUM (35.04%), FWONK (24.20%), UNH (21.01%). Among its top 25 positions this quarter: 1 new, 3 added, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HUM | HUMANA INC | $728.4M | 35.04% | 1.8M | Added |
| 2 | FWONK | LIBERTY MEDIA CORP DEL | $503.2M | 24.20% | 5.3M | Added |
| 3 | UNH | UNITEDHEALTH GROUP INC | $436.8M | 21.01% | 1.1M | Added |
| 4 | EEM | ISHARES TR | $410.5M | 19.74% | 6.0M | New |
| 5 | WWD | WOODWARD INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR