Naya Capital Management UK Ltd holds a concentrated book of 4 stocks worth $1.2B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they trimmed Woodward Inc. Their largest long position is Liberty Media Corp-Formula-C at 32% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1665012/holdings"
Use Arkolith to show NAYA CAPITAL MANAGEMENT UK LTD's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Liberty Media Corp Del COM LBTY ONE S C | $376.5M | 4.43M | 31.9% | ▲+110% Added · +2.3M sh | |
| 2 | Humana Inc COM | $288.7M | 1.67M | 24.4% | ▲+34% Added · +422K sh | |
| 3 | Unitedhealth Group Inc COM | $273.4M | 1.01M | 23.2% | ▲+11% Added · +98K sh | |
| 4 | Woodward Inc COM | $242.5M | 677.4K | 20.5% | ▼−31% Reduced · −305K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.