Investor Details
| Filer Name: | NAYA CAPITAL MANAGEMENT UK LTD |
|---|---|
| CIK: | 1665012 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 5 |
| Portfolio Value: | $0.94B |
Naya Capital Management Uk Ltd Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AMAT | US | APPLIED MATERIALS INC | 1,816,893 | $295M | 31.29% | 22.6% | - |
| WWD | US | WOODWARD INC | 1,328,765 | $221M | 23.42% | 130.2% | - |
| CP | US | CANADIAN PACIFIC KANSAS CITY | 2,965,212 | $215M | 22.73% | 7.1% | - |
| ORCL | US | ORACLE CORP | 986,727 | $164M | 17.41% | 100.0% | - |
| 300426103 | - | EVERUS CONSTRUCTION GRO | 739,458 | $49M | 5.15% | 100.0% | - |