NAYA CAPITAL MANAGEMENT UK LTD — 13F holdings

NAYA CAPITAL MANAGEMENT UK LTD reported 4 holdings worth $2.08B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. HUM Humana Inc — $728M (35.0%)
2. FWONK LIBERTY MEDIA CORP DEL — $503M (24.2%)
3. UNH UNITEDHEALTH GROUP INC — $437M (21.0%)
4. EEM ISHARES TR — $410M (19.7%)