Naya Management

Naya Management as of Dec. 31, 2014

Portfolio Holdings for Naya Management

Naya Management holds 23 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cbs Corp CL B 10.5 $145M 2.6M 55.34
Towers Watson & Co Cl A 9.1 $125M 1.1M 113.17
Dow Chemical Company 8.8 $122M 2.7M 45.61
CF Industries Holdings (CF) 8.4 $116M 426k 272.54
Armstrong World Industries (AWI) 8.3 $114M 2.2M 51.12
Lions Gate Entmnt Corp Com New 6.4 $88M 2.8M 32.02
Msci (MSCI) 6.3 $87M 1.8M 47.44
Yahoo! Call Option 5.9 $82M 1.6M 50.51
Comcast Corp Cl A (CMCSA) 5.3 $73M 1.3M 58.01
Allison Transmission Hldngs I (ALSN) 4.4 $61M 1.8M 33.90
Starz Com Ser A 4.3 $59M 2.0M 29.70
Dish Network Corp Cl A Call Option 3.7 $51M 698k 72.89
Memorial Resource Development 3.7 $50M 2.8M 18.03
Motorola Solutions Com New Call Option (MSI) 3.6 $49M 733k 67.08
Nexstar Broadcasting Group I Cl A (NXST) 3.1 $43M 821k 51.79
Sinclair Broadcast Group Cl A 2.3 $31M 1.1M 27.36
Charter Communications Inc D Cl A New 2.2 $30M 178k 166.61
McGraw-Hill Companies 1.4 $19M 211k 88.98
Spdr Series Trust S&p Oilgas Exp Put Option 0.9 $13M 271k 47.86
Suncor Energy Put Option (SU) 0.8 $11M 353k 31.78
Market Vectors Etf Tr Oil Svcs Etf Put Option 0.5 $7.1M 198k 35.92
Expeditors International of Washington Call Option (EXPD) 0.0 $267k 6.0k 44.58
T Mobile Us Call Call Option (TMUS) 0.0 $202k 7.5k 26.95