NAYA CAPITAL MANAGEMENT UK LTD 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
NC
NAYA CAPITAL MANAGEMENT UK LTD
Institutional Filer 11.06%$1.18B4

Current Portfolio Holdings

Showing all 4 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1FWONKFormula One GroupCommunication Services4.4M$376.5M31.88%
2HUMHumana Inc.Healthcare1.7M$288.7M24.44%
3UNHUnitedHealth Group IncorporatedHealthcare1.0M$273.4M23.15%
4WWDWoodward, Inc.Industrials677K$242.5M20.53%
Showing 1 to 4 of 4 holdings