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Naya Capital Management Uk Ltd

13F Holdings
Filed: 2025-05-15
Portfolio Value
1.11B arrow_upward 17.16%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001665012
Filing Date
2025-05-15 16:16:33
Address
103 Mount Street
London
X0
Prior Value
944.25M
Top 10 Holdings %
lock
Portfolio Value
Naya Capital Management Uk Ltd
(13F - 2025-03-31)
Applied Matls Inc
-
2025-05-15
Value
348.08M
Shares
2.40M
Portfolio %
31.46%
Woodward Inc
-
2025-05-15
Value
288.72M
Shares
1.58M
Portfolio %
26.10%
Canadian Pacific Kansas City
-
2025-05-15
Value
285.30M
Shares
4.06M
Portfolio %
25.79%
Ferguson Enterprises Inc
-
2025-05-15
Value
184.19M
Shares
1.15M
Portfolio %
16.65%
Everus Constr Group
-
2025-02-14
Value
0.00
Shares
0.00
Portfolio %
0.00%
Oracle Corp
-
2025-02-14
Value
0.00
Shares
0.00
Portfolio %
0.00%
Top Increases | Naya Capital Management Uk Ltd
(2024-12-31 → 2025-03-31)
Canadian Pacific Kansas City
-
2025-05-15
Value Change
arrow_upward 70.70M
Shares
arrow_upward 1.10M
Portfolio % Change
arrow_upward 3.06%
Portfolio %
25.79%
Woodward Inc
-
2025-05-15
Value Change
arrow_upward 67.58M
Shares
arrow_upward 253.33K
Portfolio % Change
arrow_upward 2.68%
Portfolio %
26.10%
Applied Matls Inc
-
2025-05-15
Value Change
arrow_upward 52.60M
Shares
arrow_upward 581.67K
Portfolio % Change
arrow_upward 0.17%
Portfolio %
31.46%
Naya Capital Management Uk Ltd (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Naya Capital Management Uk Ltd
(2024-12-31 → 2025-03-31)
Ferguson Enterprises Inc
-
2025-05-15
Value
add_circle 184.19M
Shares
1.15M
Portfolio %
16.65%
% Change
16.65%
Closed Positions | Naya Capital Management Uk Ltd
(2024-12-31 → 2025-03-31)
Everus Constr Group
-
2025-02-14
Value
remove_circle 48.62M
Shares
739.46K
Previous %
31.29%
% Change
-31.29%
Oracle Corp
-
2025-02-14
Value
remove_circle 164.43M
Shares
986.73K
Previous %
31.29%
% Change
-31.29%