NAYA CAPITAL MANAGEMENT UK LTD Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$1.1T

Holdings

4

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (4 positions)

#StockSharesValue% PortfolioType
1
AMATAPPLIED MATLS INC
2,398,563$348.1B31.46%
2
WWDWOODWARD INC
1,582,095$288.7B26.10%
3
CPCANADIAN PACIFIC KANSAS CITY
4,063,480$285.3B25.79%
4
FERGFERGUSON ENTERPRISES INC
1,149,510$184.2B16.65%