Q1 2025 · 13F-HR
NAYA CAPITAL MANAGEMENT UK LTDholdings as filed
Filed 2025-05-15 · accession 0001172661-25-002349
$1.11B
Reported value
4
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 038222105 | AMAT | APPLIED MATLS INC | $348.1M | 31.5% | 2,398,563 | Common | SOLE |
| 980745103 | WWD | WOODWARD INC | $288.7M | 26.1% | 1,582,095 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $285.3M | 25.8% | 4,063,480 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $184.2M | 16.6% | 1,149,510 | 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.