NAYA CAPITAL MANAGEMENT UK LTD

CIK 0001665012 · LONDON, null · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

NAYA CAPITAL MANAGEMENT UK LTD reported 4 positions worth $2.08B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: HUM (35.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$2.08B

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

4 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	HUM	HUMANA INC	SH	$728.4M	35.04%	1,833,763	—	—
▸ 2	FWONK	LIBERTY MEDIA CORP DEL	SH	$503.2M	24.20%	5,288,530	—	—
▸ 3	UNH	UNITEDHEALTH GROUP INC	SH	$436.8M	21.01%	1,051,012	—	—
▸ 4	EEM	ISHARES TR	PUT	$410.5M	19.74%	6,000,000	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does NAYA CAPITAL MANAGEMENT UK LTD hold as of Q2 2026?

NAYA CAPITAL MANAGEMENT UK LTD reported 4 positions worth $2.08B in its Q2 2026 13F filing. Largest positions: HUM (35.0%), FWONK (24.2%), UNH (21.0%) and EEM (19.7%).

What did NAYA CAPITAL MANAGEMENT UK LTD buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did NAYA CAPITAL MANAGEMENT UK LTD sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.