Q4 2024 · 13F-HR
NAYA CAPITAL MANAGEMENT UK LTDholdings as filed
Filed 2025-02-14 · accession 0001172661-25-001139
$944.3M
Reported value
5
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 038222105 | AMAT | APPLIED MATLS INC | $295.5M | 31.3% | 1,816,893 | Common | SOLE |
| 980745103 | WWD | WOODWARD INC | $221.1M | 23.4% | 1,328,765 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $214.6M | 22.7% | 2,965,212 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $164.4M | 17.4% | 986,727 | Common | SOLE |
| 300426103 | ECG | EVERUS CONSTR GROUP | $48.6M | 5.15% | 739,458 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.