Naya Capital Management Uk 13F filings and top holdings and stakes

Naya Capital Management Uk as of March 31, 2025

Portfolio Holdings for Naya Capital Management Uk

Naya Capital Management Uk holds 4 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Applied Materials (AMAT)	31.5	$348M	2.4M	145.12
Woodward Governor Company (WWD)	26.1	$289M	1.6M	182.49
Canadian Pacific Kansas City (CP)	25.8	$285M	4.1M	70.21
Ferguson Enterprises Common Stock New (FERG)	16.6	$184M	1.1M	160.23

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