Naya Capital Management UK Ltd. In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Naya Capital Management UK Ltd. reported 3 stock positions worth $1.7 billion . Its top holding was Humana (HUM) at 43.7% of the portfolio, followed by Liberty Media Class C (FWONK, 30.2% ) and Unitedhealth (UNH, 26.2% ). Compared with Q1 2026, it sold out of 1 and added to 3. The biggest buy was Humana (HUM, shares +10% ) and the biggest sale an exit from Woodward (WWD).
Location London, X0
CIK 0001665012
Portfolio Value $1.7B (Q2 2026) Holdings 3 stocks · $1.7B Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 HUM Humana Inc. 1,833,763 $728.4M Add +10.1% FWONK Liberty Media Corp. Class C 5,288,530 $503.2M Add +19.4% UNH Unitedhealth Group Inc. 1,051,012 $436.8M Add +4.0%
Options reported separately and not counted above: EEM puts ($410.5M).
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ WWD Woodward Inc. Sold out 0.00% −20.53
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ HUM Humana Inc. Add +10.1% 43.66% +19.22 UNH Unitedhealth Group Inc. Add +4.0% 26.18% +3.03 FWONK Liberty Media Corp. Class C Add +19.4% 30.16% −1.72
Options Activity Q1 2026 → Q2 2026 Security Type Change vs Q1 2026 Underlying Shares Value ▼ EEM iShares MSCI Emerging Market put New 6,000,000 $410.5M
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 3 $1.7B HUM, FWONK, UNH Q1 2026 4 $1.2B FWONK, HUM, UNH, WWD Q4 2025 5 $1.3B HUM, UNH, WWD, FWONK, MASI Q3 2025 5 $1.2B WWD, UNH, HUM, AMAT, FERG Q2 2025 4 $1.3B AMAT, WWD, FERG, UNH Q1 2025 4 $1.1B AMAT, WWD, CP, FERG Q4 2024 5 $944.3M AMAT, WWD, CP, ORCL, ECG Q3 2024 5 $1.1B V, AMAT, CP, BAH, WWD Q2 2024 5 $1.2B AMAT, V, CP, BAH, PGRU Q1 2024 5 $1.2B AMAT, V, CP, BAH, PGRU