Naya Capital Management UK Ltd
Naya Capital Management UK Ltd reported 3 US-listed holdings worth $1.67 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Humana Inc. (43.7%), Liberty Media Corp. Del (30.2%) and UnitedHealth Group Inc. (26.2%). Against the quarter before, it opened 0 positions, added to 3, trimmed 0 and sold out of 1.
The 3 largest of its 3 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 3
- Liberty Media Corp. Del FWONK+859,786 shares · +19%
- Humana Inc. HUM+168,641 shares · +10%
- UnitedHealth Group Inc. UNH+40,459 shares · +4%
Sold out of 1
- Woodward, Inc. WWD$242.5 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Humana Inc. HUM | 1,833,763 | $728.4 million | 43.66% | +168,641 |
| Liberty Media Corp. Del FWONK | 5,288,530 | $503.2 million | 30.16% | +859,786 |
| UnitedHealth Group Inc. UNH | 1,051,012 | $436.8 million | 26.18% | +40,459 |
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Change is shares against its 13F for the quarter before; the 1 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| iShares Trust EEM | Puts | 6,000,000 | $410.5 million |
1 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.