StockDriftsStockDriftsTop 4 Naya Capital Management Uk Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FWONK | LIBERTY MEDIA CORP DEL | 31.88% | 4.43M | $376.5M | +109.51%(+2.31M) | $96.40(-7.12%) | 2026-03-31 | |
| HUM | HUMANA INC | 24.44% | 1.67M | $288.7M | +33.94%(+421.94K) | $244.42(+24.83%) | 2026-03-31 | |
| UNH | UNITEDHEALTH GROUP INC | 23.15% | 1.01M | $273.4M | +10.72%(+97.82K) | $377.48(+4.34%) | 2026-03-31 | |
| WWD | WOODWARD INC | 20.53% | 677.4K | $242.5M | -31.08%(-305.45K) | $171.30(+103.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.20% | +65.13% |
| Top 20 Holdings Unweighted | +17.65% | +62.86% |
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