NAYA CAPITAL MANAGEMENT UK LTD: 13F holdings

CIK 16650122026Q2

Positions4
Reported value$2.1bn
Filed2026-08-14

Change since last quarter

Positions4 (+0 vs prior quarter)
Reported value$2.1bn (+76.0%)

Top 10 holdings

SecuritySharesValueWeight
HUM HUMANA INC1,833,763$728.4m35.0%
FWONK LIBERTY MEDIA CORP DEL5,288,530$503.2m24.2%
UNH UNITEDHEALTH GROUP INC1,051,012$436.8m21.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1665012")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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