Naya Capital Management Uk as of Sept. 30, 2024
Portfolio 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 | 1.5M | 202.05 | |
Canadian Pacific Kansas City (CP) | 19.8 | $237M | 2.8M | 85.54 | |
Booz Allen Hamilton Hldg Cor Cl A (BAH) | 13.3 | $159M | 978k | 162.76 | |
Woodward Governor Company (WWD) | 8.3 | $99M | 577k | 171.51 | |
Ishares Tr 20 Yr Tr Bd Etf Put Option (TLT) | 5.5 | $66M | 670k | 98.10 |