Naya Management as of March 31, 2015
Portfolio Holdings for Naya Management
Naya Management holds 21 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corp Cl A Call Option (CMCSA) | 11.1 | $169M | 3.0M | 56.47 | |
| Cbs Corp CL B | 9.3 | $142M | 2.3M | 60.63 | |
| Dow Chemical Company | 8.3 | $127M | 2.7M | 47.98 | |
| Armstrong World Industries (AWI) | 7.9 | $120M | 2.1M | 57.47 | |
| Lions Gate Entmnt Corp Com New | 7.6 | $116M | 3.4M | 33.92 | |
| Yahoo! Call Option | 6.9 | $105M | 2.4M | 44.44 | |
| Msci (MSCI) | 6.4 | $97M | 1.6M | 61.31 | |
| CF Industries Holdings (CF) | 5.5 | $85M | 298k | 283.68 | |
| Towers Watson & Co Cl A | 5.5 | $84M | 638k | 132.18 | |
| Motorola Solutions Com New Put Option (MSI) | 5.3 | $81M | 1.2M | 66.67 | |
| Time Warner Cable | 4.4 | $68M | 452k | 149.88 | |
| Starz Com Ser A | 3.7 | $57M | 1.6M | 34.41 | |
| Powershares Qqq Trust Unit Ser 1 Put Option | 3.5 | $53M | 500k | 105.60 | |
| Nexstar Broadcasting Group I Cl A (NXST) | 2.7 | $41M | 721k | 57.22 | |
| Homeaway | 2.4 | $36M | 1.2M | 30.17 | |
| Dish Network Corp Cl A Call Option | 2.3 | $35M | 500k | 70.06 | |
| salesforce Call Option (CRM) | 2.2 | $33M | 500k | 66.81 | |
| Adt Call Option | 2.0 | $31M | 750k | 41.52 | |
| Select Sector Spdr Tr Sbi Int-energy Put Option (XLE) | 1.3 | $19M | 250k | 77.58 | |
| Ishares Tr U.s. Real Es Etf Put Option (IYR) | 1.0 | $15M | 185k | 79.32 | |
| Freeport-mcmoran CL B Put Option (FCX) | 0.6 | $9.5M | 500k | 18.95 |
