Naya Capital Management UK Ltd.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Naya Capital Management UK Ltd. reported 4 stock positions worth $1.2 billion. Its top holding was Liberty Media Class C (FWONK) at 31.9% of the portfolio, followed by Humana (HUM, 24.4%) and Unitedhealth (UNH, 23.2%). Compared with Q4 2025, it sold out of 1, added to 3 and reduced 1. The biggest buy was Liberty Media Class C (FWONK, shares +110%) and the biggest sale an exit from Masimo (MASI).

Most Recent 13F
Q2 2026
Location
London, X0
CIK
0001665012
Portfolio Value
$1.2B (Q1 2026)
SEC Filing
0001172661-26-002311 ↗ filed May 15, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.2B Q1 2024 Q2 2024: $1.2B Q2 2024 Q3 2024: $1.1B Q3 2024 Q4 2024: $944.3M Q4 2024 Q1 2025: $1.1B Q1 2025 Q2 2025: $1.3B Q2 2025 Q3 2025: $1.2B Q3 2025 Q4 2025: $1.3B Q4 2025 Q1 2026: $1.2B $1.2B Q1 2026 Q2 2026: $1.7B Q2 2026

Holdings 4 stocks · $1.2B
FWONK Liberty Media Corp. Class C 31.88% 4,428,744 $376.5M Add +109.5%
HUM Humana Inc. 24.44% 1,665,122 $288.7M Add +33.9%
UNH Unitedhealth Group Inc. 23.15% 1,010,553 $273.4M Add +10.7%
WWD Woodward Inc. 20.53% 677,419 $242.5M Reduce -31.1%

Portfolio Sells Q4 2025 → Q1 2026
MASI Masimo Corp. Sold out 0.00% −15.28
WWD Woodward Inc. Reduce -31.1% 20.53% −1.85

Portfolio Buys Q4 2025 → Q1 2026
FWONK Liberty Media Corp. Class C Add +109.5% 31.88% +16.20
HUM Humana Inc. Add +33.9% 24.44% +0.47
UNH Unitedhealth Group Inc. Add +10.7% 23.15% +0.46

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$1.7BHUM, FWONK, UNH
Q1 2026 4$1.2BFWONK, HUM, UNH, WWD
Q4 2025 5$1.3BHUM, UNH, WWD, FWONK, MASI
Q3 2025 5$1.2BWWD, UNH, HUM, AMAT, FERG
Q2 2025 4$1.3BAMAT, WWD, FERG, UNH
Q1 2025 4$1.1BAMAT, WWD, CP, FERG
Q4 2024 5$944.3MAMAT, WWD, CP, ORCL, ECG
Q3 2024 5$1.1BV, AMAT, CP, BAH, WWD
Q2 2024 5$1.2BAMAT, V, CP, BAH, PGRU
Q1 2024 5$1.2BAMAT, V, CP, BAH, PGRU