NAYA CAPITAL MANAGEMENT UK LTD Q1 2016 Filing
Filed May 16, 2016
Portfolio Value
$873.9B
Holdings
12
Report Date
Q1 2016
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WTWWILLIS TOWERS WATSON PUB LTD | 1,074,816 | $127.5B | 14.59% | |
| 2 | —LIONS GATE ENTMNT CORP | 5,443,495 | $118.9B | 13.61% | |
| 3 | —YAHOO INC | 3,188,500 | $117.4B | 13.43% | |
| 4 | PYPLPAYPAL HLDGS INC | 2,495,776 | $96.3B | 11.02% | Put |
| 5 | —TIME WARNER CABLE INC | 453,758 | $92.8B | 10.62% | |
| 6 | —CHARTER COMMUNICATIONS INC D | 350,000 | $70.9B | 8.11% | Call |
| 7 | CVCEURCABLEVISION SYS CORP | 2,113,831 | $69.8B | 7.98% | |
| 8 | EEMISHARES TR | 1,747,800 | $59.9B | 6.85% | Put |
| 9 | —B/E AEROSPACE INC | 956,650 | $44.1B | 5.05% | |
| 10 | —BAXALTA INC | 811,600 | $32.8B | 3.75% | |
| 11 | LBTYBLIBERTY GLOBAL PLC | 771,273 | $29.2B | 3.34% | |
| 12 | STRZSTARZ | 542,298 | $14.3B | 1.63% |