本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
NAYA CAPITAL MANAGEMENT UK LTD (CIK 1665012) reported $2.08B across 3 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: HUM ($728.4M, 35.04%), FWONK ($503.2M, 24.20%), UNH ($436.8M, 21.01%), EEM ($410.5M, 19.74%), WWD ($0, 0.00%). Source: SEC Form 13F.
| 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 |
来源：SEC 13F 申报文件 · 截至 2026-06-30