NAYA CAPITAL MANAGEMENT UK LTD Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$1.3T
Holdings
11
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FWONALIBERTY MEDIA CORP DELAWARE | 5,710,685 | $237.5B | 18.28% | |
| 2 | GOOGALPHABET INC | 150,011 | $182.9B | 14.08% | |
| 3 | ASHASHLAND GLOBAL HLDGS INC | 2,066,515 | $159.2B | 12.26% | |
| 4 | ELVANTHEM INC | 622,827 | $149.5B | 11.51% | |
| 5 | IWMISHARES TR | 800,000 | $121.1B | 9.32% | Put |
| 6 | FOXAFOX CORP | 3,632,531 | $114.6B | 8.82% | |
| 7 | HUMHUMANA INC | 402,770 | $103.0B | 7.93% | |
| 8 | SPOTSPOTIFY TECHNOLOGY S A | 827,709 | $94.4B | 7.26% | |
| 9 | BCBRUNSWICK CORP | 1,556,693 | $81.1B | 6.25% | |
| 10 | UNVREURUNIVAR SOLUTIONS INC | 1,961,634 | $40.7B | 3.13% | |
| 11 | OSVEURVANECK VECTORS ETF TR | 1,295,405 | $15.2B | 1.17% |