Naya Capital Management UK LTD reported 3 positions worth $1.67B for the quarter ended Jun 30, 2026, up 41.3% on the prior quarter. It opened 0 new positions, added to 3, trimmed 0 and exited 1. Its largest holding is Humana Inc at 43.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| WWD Woodward, Inc. | -677.4K | -100.0% | $242.46M | Exited |
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| WWD Woodward, Inc. | -677.4K | $242.46M | 20.53% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | HUM Humana Inc | Healthcare | 1.83M | $728.41M | 43.66% | +168.6K | +10.1% | Added | 1.53% |
| 2 | FWONK Liberty Media Corp | Communication Services | 5.29M | $503.15M | 30.16% | +859.8K | +19.4% | Added | 2.11% |
| 3 | UNH Unitedhealth Group Inc | Healthcare | 1.05M | $436.83M | 26.18% | +40.5K | +4.0% | Added | 0.12% |
Tip. Select a row to see that position’s full history at Naya Capital Management Uk.
As of its Q2 2026 13F filing, Naya Capital Management UK LTD’s five largest positions were Humana Inc (HUM) at 43.7%, Liberty Media Corp (FWONK) at 30.2%, Unitedhealth Group Inc (UNH) at 26.2% of the reported portfolio.
Naya Capital Management UK LTD reported a 13F portfolio worth $1.67B across 3 positions for Q2 2026. That is up 41.3% from the previous quarter.
Its largest purchases by value were Liberty Media Corp ($81.80M), Humana Inc ($66.99M), Unitedhealth Group Inc ($16.82M). It opened 0 new positions.
Its largest sales by value were Woodward, Inc. ($242.46M). It exited 1 positions entirely.
From the Form 13F-HR reports Naya Capital Management UK LTD files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.