NAYA CAPITAL MANAGEMENT UK LTD Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$982.9B
Holdings
10
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —TWENTY FIRST CENTY FOX INC | 4,472,703 | $215.2B | 21.90% | |
| 2 | ELVANTHEM INC | 720,142 | $189.1B | 19.24% | Call |
| 3 | HYGISHARES TR | 1,481,200 | $120.1B | 12.22% | Put |
| 4 | FWONALIBERTY MEDIA CORP DELAWARE | 3,101,221 | $95.2B | 9.69% | |
| 5 | GOOGALPHABET INC | 75,645 | $78.3B | 7.97% | |
| 6 | ASHASHLAND GLOBAL HLDGS INC | 1,097,953 | $77.9B | 7.93% | |
| 7 | HUMHUMANA INC | 264,557 | $75.8B | 7.71% | |
| 8 | BCBRUNSWICK CORP | 1,303,971 | $60.6B | 6.16% | Call |
| 9 | SPOTSPOTIFY TECHNOLOGY S A | 500,081 | $56.8B | 5.77% | |
| 10 | OSVEURVANECK VECTORS ETF TR | 989,400 | $13.9B | 1.41% |