NAYA CAPITAL MANAGEMENT UK LTD Q4 2025 Filing

Filed February 18, 2026

Portfolio Value

$1.3B

Holdings

5

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (5 positions)

#StockSharesValue% PortfolioType
1
HUMHUMANA INC
1,243,184$318.4M23.98%
2
UNHUNITEDHEALTH GROUP INC
912,732$301.3M22.69%
3
WWDWOODWARD INC
982,873$297.1M22.37%
4
FWONALIBERTY MEDIA CORP DEL
2,113,878$208.2M15.68%
5
3M4MASIMO CORP
1,560,697$203.0M15.28%