Naya Capital Management Uk
Latest statistics and disclosures from Naya Capital Management Uk's latest quarterly 13F-HR filing:
- Top 5 stock holdings are V, AMAT, CP, BAH, WWD, and represent 94.50% of Naya Capital Management Uk's stock portfolio.
- Added to shares of these 1 stock: WWD (+$99M).
- Started 1 new stock position in WWD.
- Reduced shares in these 5 stocks: BAH (-$50M), CP (-$49M), PGRU (-$27M), AMAT (-$21M), V.
- Sold out of its position in PGRU.
- Naya Capital Management Uk was a net seller of stock by $-48M.
- Naya Capital Management Uk has $1.2B in assets under management (AUM), dropping by -3.91%.
- Central Index Key (CIK): 0001665012
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Positions held by Naya Capital Management Uk consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Naya Capital Management Uk
Naya Capital Management Uk holds 6 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Visa Com Cl A (V) | 28.0 | $334M | 1.2M | 274.95 |
|
|
Applied Materials (AMAT) | 25.1 | $299M | -6% | 1.5M | 202.05 |
|
Canadian Pacific Kansas City (CP) | 19.8 | $237M | -17% | 2.8M | 85.54 |
|
Booz Allen Hamilton Hldg Cor Cl A (BAH) | 13.3 | $159M | -23% | 978k | 162.76 |
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Woodward Governor Company (WWD) | 8.3 | $99M | NEW | 577k | 171.51 |
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Ishares Tr 20 Yr Tr Bd Etf Put Option (TLT) | 5.5 | $66M | 670k | 98.10 |
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Past Filings by Naya Capital Management Uk
SEC 13F filings are viewable for Naya Capital Management Uk going back to 2015
- Naya Capital Management Uk 2024 Q3 filed Nov. 14, 2024
- Naya Capital Management Uk 2024 Q2 filed Aug. 14, 2024
- Naya Capital Management Uk 2024 Q1 filed May 15, 2024
- Naya Capital Management Uk 2023 Q4 filed Feb. 14, 2024
- Naya Capital Management Uk 2023 Q3 filed Nov. 14, 2023
- Naya Capital Management Uk 2023 Q2 filed Aug. 14, 2023
- Naya Capital Management Uk 2023 Q1 filed May 15, 2023
- Naya Capital Management Uk 2022 Q4 filed Feb. 14, 2023
- Naya Capital Management Uk 2022 Q3 filed Nov. 14, 2022
- Naya Capital Management Uk 2022 Q2 filed Aug. 15, 2022
- Naya Capital Management Uk 2022 Q1 filed May 16, 2022
- Naya Capital Management Uk 2021 Q4 filed Feb. 14, 2022
- Naya Capital Management Uk 2021 Q3 filed Nov. 15, 2021
- Naya Capital Management Uk 2021 Q2 filed Aug. 16, 2021
- Naya Capital Management Uk 2021 Q1 filed May 17, 2021
- Naya Capital Management Uk 2020 Q4 filed Feb. 16, 2021