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 |
