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

Naya Capital Management Uk as of June 30, 2025

Portfolio Holdings for Naya Capital Management Uk

Naya Capital Management Uk holds 5 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Applied Materials (AMAT)	34.5	$496M	2.7M	183.07
Woodward Governor Company (WWD)	23.8	$342M	1.4M	245.09
Ferguson Enterprises Common Stock New (FERG)	19.2	$277M	1.3M	217.75
UnitedHealth (UNH)	13.2	$190M	609k	311.97
Ishares Tr Iboxx Hi Yd Etf Put Option (HYG)	9.2	$133M	1.6M	80.65

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