Naya Management as of June 30, 2014
Portfolio Holdings for Naya Management
Naya Management holds 22 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cbs Corp CL B | 11.8 | $156M | 2.5M | 62.14 | |
| CF Industries Holdings (CF) | 9.9 | $131M | 544k | 240.53 | |
| Towers Watson & Co Cl A | 7.7 | $101M | 972k | 104.23 | |
| Dow Chemical Company | 7.5 | $100M | 1.9M | 51.46 | |
| SBA Communications Corporation | 6.4 | $84M | 820k | 102.30 | |
| Activision Blizzard | 6.2 | $82M | 3.7M | 22.30 | |
| Twenty First Centy Fox Cl A | 5.9 | $78M | 2.2M | 35.15 | |
| Expeditors International of Washington (EXPD) | 5.7 | $76M | 1.7M | 44.16 | |
| Lions Gate Entmnt Corp Com New | 4.7 | $62M | 2.2M | 28.58 | |
| Liberty Global Shs Cl A | 4.7 | $62M | 1.4M | 44.22 | |
| Sinclair Broadcast Group Cl A | 4.0 | $53M | 1.5M | 34.75 | |
| Armstrong World Industries (AWI) | 4.0 | $53M | 922k | 57.43 | |
| Symantec Corporation | 3.3 | $44M | 1.9M | 22.90 | |
| Msci (MSCI) | 3.2 | $43M | 927k | 45.85 | |
| Tableau Software Cl A | 2.8 | $37M | 521k | 71.33 | |
| Nexstar Broadcasting Group I Cl A (NXST) | 2.4 | $32M | 615k | 51.61 | |
| Allison Transmission Hldngs I (ALSN) | 2.1 | $28M | 912k | 31.10 | |
| Liberty Global SHS CL C | 2.0 | $26M | 610k | 42.31 | |
| Sabre (SABR) | 1.9 | $24M | 1.2M | 20.05 | |
| Dish Network Corp Cl A Call Option | 1.7 | $22M | 339k | 65.08 | |
| Iac Interactivecorp Com Par $.001 | 1.6 | $21M | 300k | 69.23 | |
| Time Warner Com New Call Option | 0.4 | $5.8M | 83k | 70.25 |
