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NAYA CAPITAL MANAGEMENT UK LTD

Period ended Jun 30, 2026 · Latest filing Aug 14, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Jun 30, 2026: $2,078,850,201

More quarters will appear as history becomes available.

Top holdings

Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. HUMANA INC · COM · 444859102 · shares: $728,407,339
  2. LIBERTY MEDIA CORP DEL · COM LBTY ONE S C · 531229755 · shares: $503,150,744
  3. UNITEDHEALTH GROUP INC · COM · 91324P102 · shares: $436,832,118
  4. ISHARES TR · MSCI EMG MKT ETF · 464287234 · shares · PUT: $410,460,000

Reported holdings

4 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
HUMANA INCCOM444859102 — 1,833,763 shares $728,407,339
LIBERTY MEDIA CORP DELCOM LBTY ONE S C531229755 — 5,288,530 shares $503,150,744
UNITEDHEALTH GROUP INCCOM91324P102 — 1,051,012 shares $436,832,118
ISHARES TRMSCI EMG MKT ETF464287234 PUT 6,000,000 shares $410,460,000