StockDriftsStockDriftsTop 3 Naya Capital Management UK LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HUM | HUMANA INC | 43.66% | 1.83M | $728.4M | +10.13%(+168.64K) | $247.84(+55.33%) | 2026-06-30 | |
| FWONK | LIBERTY MEDIA CORP DEL | 30.16% | 5.29M | $503.2M | +19.41%(+859.79K) | $95.19(+8.93%) | 2026-06-30 | |
| UNH | UNITEDHEALTH GROUP INC | 26.18% | 1.05M | $436.8M | +4.00%(+40.46K) | $375.99(+6.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +28.42% | +111.77% | +18.02% | +129.01% |
| Top 20 Holdings Unweighted | +26.45% | +102.18% | +11.12% | +69.43% |
Naya Capital Management UK LTD reports $2.08B in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are HUM (43.7%), FWONK (30.2%) and UNH (26.2%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +111.77% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Naya Capital Management UK LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1665012). View Naya Capital Management UK LTD’s 13F filings on SEC