Vault-13

NAYA CAPITAL MANAGEMENT UK LTD

London, X0 · CIK 1665012 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2021 · corporation

As an employer

$1.7bn reported value +41.3% vs Q1 2026
3positions
100.0%in top 10
0 new 3 added 0 reduced 1 sold out vs Q1 2026

Options: 0 call positions (— notional), 1 put positions ($410.5m notional) – listed below, not included above.

This report includes the holdings of 1 other manager that shares the investment decisions:

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 HUMANA INC COM HUM HUM 1,833,763 $728.4m43.66% 43.66% AddedShares held: Q3 2025 781.6k, Q4 2025 1.2m, Q1 2026 1.7m, Q2 2026 1.8m +168.6k +168,641 10.1%
2 LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK FWONK 5,288,530 $503.2m30.16% 30.16% AddedShares held: Q3 2025 0, Q4 2025 2.1m, Q1 2026 4.4m, Q2 2026 5.3m +859.8k +859,786 19.4%
3 UNITEDHEALTH GROUP INC COM UNH UNH 1,051,012 $436.8m26.18% 26.18% AddedShares held: Q3 2025 901.4k, Q4 2025 912.7k, Q1 2026 1.0m, Q2 2026 1.1m +40.5k +40,459 4.0%

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
WOODWARD INC WWD WWD 677,419 $242.5m677.4k shares

Options (notional value)

UnderlyingTickerTypeShares controlled NotionalChange
ISHARES TR EEM · Put EEMPut 6,000,000 $410.5m6.0m shares New