NAYA CAPITAL MANAGEMENT UK LTD Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$1.2T

Holdings

5

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (5 positions)

#StockSharesValue% PortfolioType
1
WWDWOODWARD INC
1,375,393$347.6B29.57%
2
UNHUNITEDHEALTH GROUP INC
901,391$311.3B26.48%
3
HUMHUMANA INC
781,621$203.4B17.30%
4
AMATAPPLIED MATLS INC
881,453$180.5B15.35%
5
FERGFERGUSON ENTERPRISES INC
591,318$132.8B11.30%