Naya Capital Management UK
Naya Capital Management UK reported 3 stocks worth $1.7B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are HUM (43.7%), FWONK (30.2%) and UNH (26.2%). Compared with Q1 2026, the fund added to HUM, FWONK and UNH and sold out of WWD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  HUM Humana Inc | $728M | 43.7% | 1.8M | +169K (+10%) | 4 of 8 | |
| 2 |  FWONK Liberty Media Corp Del | $503M | 30.2% | 5.3M | +860K (+19%) | 3 of 8 | |
| 3 |  UNH Unitedhealth Group Inc | $437M | 26.2% | 1.1M | +40K (+4%) | 5 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 WWD Woodward Inc | $242M | 677K |
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 EEM Ishares Msci Emerging | Put | $410M | 6M | +6,000,000 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Naya Capital Management UK 13F FAQ
What does Naya Capital Management UK own?
Naya Capital Management UK reported 3 stocks worth $1.7B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are HUM (43.7%), FWONK (30.2%) and UNH (26.2%). The table above lists every position in the filing (the top 10 without an account).
What did Naya Capital Management UK buy and sell in Q2 2026?
Compared with Q1 2026: 0 new positions, 3 added to, 0 trimmed and 1 sold out. It sold all of WWD.
When will Naya Capital Management UK file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Naya Capital Management UK's portfolio worth?
The Q2 2026 filing reports $1.7B in US stocks ($2.1B including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.