NAYA CAPITAL MANAGEMENT UK LTD
CIK 1665012
13F filing for Q2 2026・No. 1,598
- Holdings
- US$2.08B
- Quarter change
- +US$897.7M
- Entries
- 4
- Net bought (estimate)
- −US$76.86M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 1
- Cut 0
- Added 3
- Corporate actions 0
- Unchanged 0
Largest holdings
3 stocks worth US$1.67B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| HUMHUMANA INCCOM | Added | 1,833,763 | US$728.41M | 43.66% |
| FWONKLIBERTY MEDIA CORP DELCOM LBTY ONE S C | Added | 5,288,530 | US$503.15M | 30.16% |
| UNHUNITEDHEALTH GROUP INCCOM | Added | 1,051,012 | US$436.83M | 26.18% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.