Naya Capital Management Uk Ltd Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Naya Capital Management Uk Ltd disclosed 3 stock positions valued at approximately $1.67B as of quarter-end June 30, 2026. The largest holdings include HUMANA INC, LIBERTY MEDIA CORP DEL, and UNITEDHEALTH GROUP INC.

Report Period: June 30, 2026
No. of Stocks: 3
Portfolio Value: $1.67B

Holdings by Sector

Naya Capital Management Uk Ltd Portfolio Holdings in Q2 2026

Company	Symbol	Sector	Portfolio %	Shares	Change (Shares)	Change %	Value
HUMANA INC	HUM	Healthcare	43.66%	1,833,763	+168,641	+10.13%	$728,407,339
LIBERTY MEDIA CORP DEL	FWONK	Communication Services	30.16%	5,288,530	+859,786	+19.41%	$503,150,744
UNITEDHEALTH GROUP INC	UNH	Healthcare	26.18%	1,051,012	+40,459	+4.00%	$436,832,118

Showing 3 of 3 holdings in the latest reporting period.

Naya Capital Management Uk Ltd Options Holdings in Q2 2026

Quarter	Symbol	Company	Option	Contracts	Notional Value
Q2 2026	EEM	iShares MSCI Emerging Index Fun	PUT	6,000,000	$410,460,000

Showing 1 of 1 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.