Naya Management as of March 31, 2014
Portfolio Holdings for Naya Management
Naya Management holds 13 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| CBS Corporation | 12.8 | $116M | 1.9M | 61.75 | |
| Towers Watson & Co | 12.6 | $114M | 1.0M | 114.05 | |
| CF Industries Holdings (CF) | 11.6 | $105M | 404k | 260.64 | |
| Twenty-first Century Fox | 10.2 | $92M | 2.9M | 31.97 | |
| Intuit (INTU) | 10.2 | $92M | 1.2M | 77.73 | |
| Activision Blizzard | 9.5 | $86M | 4.2M | 20.44 | |
| Dow Chemical Company | 8.8 | $80M | 1.6M | 48.59 | |
| SBA Communications Corporation | 8.0 | $72M | 796k | 90.96 | |
| Liberty Global Inc Com Ser A | 5.1 | $46M | 1.1M | 41.60 | |
| Liberty Global Inc C | 3.9 | $36M | 873k | 40.71 | |
| Constant Contact | 3.3 | $30M | 1.2M | 24.46 | |
| Lions Gate Entertainment | 3.2 | $29M | 1.1M | 26.73 | |
| Tableau Software Inc Cl A | 0.8 | $7.6M | 100k | 76.08 |
