Naya Management

Naya Management as of Sept. 30, 2014

Portfolio Holdings for Naya Management

Naya Management holds 19 positions in its portfolio as reported in the September 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cbs Corp CL B 13.2 $158M 3.0M 53.50
CF Industries Holdings (CF) 10.1 $120M 431k 279.22
Dow Chemical Company 9.8 $117M 2.2M 52.44
Towers Watson & Co Cl A 9.5 $113M 1.1M 99.50
Armstrong World Industries (AWI) 8.9 $107M 1.9M 56.00
Yahoo! 8.4 $101M 2.5M 40.75
Lions Gate Entmnt Corp Com New 7.6 $91M 2.7M 32.97
Allison Transmission Hldngs I (ALSN) 6.6 $78M 2.7M 28.49
Msci (MSCI) 5.2 $62M 1.3M 47.02
Memorial Resource Development 5.1 $61M 2.3M 27.11
Sinclair Broadcast Group Cl A 4.8 $57M 2.2M 26.09
Nexstar Broadcasting Group I Cl A (NXST) 3.9 $46M 1.1M 40.42
Expeditors International of Washington Call Option (EXPD) 2.5 $30M 737k 40.59
Dish Network Corp Cl A Call Option 2.0 $24M 377k 64.58
Nextera Energy Partners Com Unit Part In (NEP) 1.2 $14M 400k 34.69
Motorola Solutions Com New Call Option (MSI) 0.4 $4.8M 75k 63.28
McGraw-Hill Companies 0.4 $4.2M 50k 84.46
Metropcs Communications Call Option (TMUS) 0.2 $2.9M 101k 28.87
Symantec Corporation Call Option 0.2 $2.2M 92k 23.51