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| Name: |
NAYA CAPITAL MANAGEMENT UK LTD |
| City: |
London |
| State: |
X0 |
| Zip: |
W1U 7BU |
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data |
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Filing Period: |
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| Holdings
Found :
6 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AMAT |
Applied Materials Inc |
1 |
- |
$197.93 |
$348,079,000 |
2,398,563 |
31.46% |
52,598,000 |
581,670 |
0.263 |
Semiconductor Equipme... |
|
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WWD |
Woodward Inc |
2 |
- |
$245.14 |
$288,717,000 |
1,582,095 |
26.1% |
67,584,000 |
253,330 |
2.536 |
Industrial Electrical... |
|
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CP |
Canadian Pacific Railway Li... |
3 |
- |
$81.70 |
$285,297,000 |
4,063,480 |
25.79% |
70,705,000 |
1,098,268 |
0.437 |
Railroads |
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FERG |
Ferguson plc |
4 |
New |
$220.59 |
$184,186,000 |
1,149,510 |
16.65% |
184,186,000 |
1,149,510 |
0.571 |
N/A |
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ORCL |
Oracle Corp |
6 |
Closed |
$230.56 |
$0 |
0 |
0% |
-164,428,000 |
-986,727 |
0 |
Application Software |
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ECG |
Everus Construction Group, ... |
5 |
Closed |
$68.81 |
$0 |
0 |
0% |
-48,619,000 |
-739,458 |
0 |
N/A |
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