NAYA CAPITAL MANAGEMENT UK LTD Q3 2016 Filing
Filed November 14, 2016
Portfolio Value
$897.9B
Holdings
15
Report Date
Q3 2016
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —YAHOO INC | 3,494,500 | $150.6B | 16.77% | |
| 2 | —B/E AEROSPACE INC | 1,963,349 | $101.4B | 11.30% | Call |
| 3 | HYGISHARES TR | 1,000,000 | $87.3B | 9.72% | Put |
| 4 | CHTRCHARTER COMMUNICATIONS INC N | 285,241 | $77.0B | 8.58% | |
| 5 | —LIONS GATE ENTMNT CORP | 3,827,143 | $76.5B | 8.52% | |
| 6 | PYPLPAYPAL HLDGS INC | 1,579,159 | $64.7B | 7.21% | |
| 7 | WTWWILLIS TOWERS WATSON PUB LTD | 455,297 | $60.5B | 6.73% | |
| 8 | KELKELLOGG CO | 712,100 | $55.2B | 6.14% | |
| 9 | —DEPOMED INC | 1,983,068 | $49.6B | 5.52% | |
| 10 | LBTYBLIBERTY GLOBAL PLC | 1,427,366 | $40.0B | 4.46% | |
| 11 | SIXEURSIX FLAGS ENTMT CORP NEW | 699,517 | $37.5B | 4.18% | |
| 12 | POT1EURPOTASH CORP SASK INC | 2,000,000 | $32.6B | 3.63% | Call |
| 13 | BABAALIBABA GROUP HLDG LTD | 243,000 | $25.7B | 2.86% | Put |
| 14 | CALYCALLAWAY GOLF CO | 1,851,375 | $21.5B | 2.39% | |
| 15 | TWTRUSDTWITTER INC | 776,000 | $17.9B | 1.99% |