Naya Management as of June 30, 2015
Portfolio Holdings for Naya Management
Naya Management holds 17 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Yahoo! Call Option | 16.8 | $257M | 6.5M | 39.29 | |
| Cbs Corp CL B Call Option | 12.6 | $193M | 3.5M | 55.50 | |
| Time Warner Cable | 12.6 | $193M | 1.1M | 178.17 | |
| Dow Chemical Company | 11.9 | $181M | 3.5M | 51.17 | |
| Lions Gate Entmnt Corp Com New | 10.7 | $163M | 4.4M | 37.05 | |
| Armstrong World Industries (AWI) | 7.4 | $113M | 2.1M | 53.28 | |
| Comcast Corp Cl A Call Option (CMCSA) | 6.9 | $105M | 1.8M | 60.14 | |
| Zoetis Cl A Call Option (ZTS) | 4.0 | $60M | 1.3M | 48.22 | |
| Liberty Interactive Corp Lbt Vent Com A | 3.8 | $59M | 1.5M | 39.27 | |
| American Express Company (AXP) | 3.4 | $51M | 662k | 77.72 | |
| Homeaway | 3.3 | $50M | 1.6M | 31.12 | |
| salesforce Call Option (CRM) | 1.8 | $28M | 400k | 69.63 | |
| SYSCO Corporation Call Option (SYY) | 1.4 | $22M | 600k | 36.10 | |
| MasTec Put Option (MTZ) | 1.3 | $20M | 1.0M | 19.87 | |
| CenturyLink Put Option | 1.0 | $15M | 500k | 29.38 | |
| Ishares Tr U.s. Real Es Etf Put Option (IYR) | 0.9 | $14M | 200k | 71.30 | |
| Towers Watson & Co Cl A | 0.1 | $1.3M | 10k | 125.80 |
