NAYA CAPITAL MANAGEMENT UK LTD Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$944.3B

Holdings

5

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (5 positions)

#StockSharesValue% PortfolioType
1
AMATAPPLIED MATLS INC
1,816,893$295.5B31.29%
2
WWDWOODWARD INC
1,328,765$221.1B23.42%
3
CPCANADIAN PACIFIC KANSAS CITY
2,965,212$214.6B22.73%
4
ORCLORACLE CORP
986,727$164.4B17.41%
5
ECGEVERUS CONSTR GROUP
739,458$48.6B5.15%