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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 $1,181,154,663 across 4 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-002311

Period
2026-03-31
Reported value
$1.18B
Holdings
4
Top 10 weight
100%
New
0
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
FWONKadded+2,314,866$197M
HUMadded+421,938$73.2M
UNHadded+97,821$26.5M

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
MASIexited-1,560,697-$203M
WWDreduced-305,454-$109M

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, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-002311, largest first. % of portfolio is the value over $1,181,154,663, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,113,878 shares; 2026Q1: 4,428,744 shares 4,428,744$377M31.88%+2,314,866Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 781,621 shares; 2025Q4: 1,243,184 shares; 2026Q1: 1,665,122 shares 1,665,122$289M24.44%+421,938Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 609,376 shares; 2025Q3: 901,391 shares; 2025Q4: 912,732 shares; 2026Q1: 1,010,553 shares 1,010,553$273M23.15%+97,821Timeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 982,873 shares; 2026Q1: 677,419 shares 677,419$242M20.53%-305,454Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
MASIMASIMO CORP1,560,697$203Mshares

How Q1 2026 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 0001172661-26-002311 base2026-05-15acceptance time not in the bulk data set