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NAYA CAPITAL MANAGEMENT UK LTD

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13F filer, CIK 1665012, London, United Kingdom

NAYA CAPITAL MANAGEMENT UK LTD reported $1,175,447,096 across 5 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-005033

Period
2025-09-30
Reported value
$1.18B
Holdings
5
Top 10 weight
100%
New
1
Sold out
1

Part of the filer group NAYA CAPITAL MANAGEMENT UK LTD

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HUMnew+781,621$203M
UNHadded+292,015$101M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AMATreduced-1,825,402-$374M
FERGreduced-678,416-$152M
WWDreduced-20,412-$5.16M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001172661-25-005033, largest first. % of portfolio is the value over $1,175,447,096, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577,224 shares; 2024Q4: 1,328,765 shares; 2025Q1: 1,582,095 shares; 2025Q2: 1,395,805 shares; 2025Q3: 1,375,393 shares 1,375,393$348M29.57%-20,412Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 609,376 shares; 2025Q3: 901,391 shares 901,391$311M26.48%+292,015Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 781,621 shares 781,621$203M17.3%newTimeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,481,937 shares; 2024Q4: 1,816,893 shares; 2025Q1: 2,398,563 shares; 2025Q2: 2,706,855 shares; 2025Q3: 881,453 shares 881,453$180M15.35%-1,825,402Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,149,510 shares; 2025Q2: 1,269,734 shares; 2025Q3: 591,318 shares 591,318$133M11.3%-678,416Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
HYGISHARES TR1,648,000$133Mput

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-005033 base2025-11-14acceptance time not in the bulk data set