NAYA CAPITAL MANAGEMENT UK LTD

CIK

1665012

City

London

State / Country

X0

Stock

HUM — Humana Inc

Top Portfolio Positions

3 positions · $804,622,847 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
HUM	Humana Inc Healthcare	1,665,122	$288,715,503	35.88%
UNH	Unitedhealth Group Inc Healthcare	1,010,553	$273,445,536	33.98%
WWD	Woodward, Inc. Industrials	677,419	$242,461,808	30.13%

Portfolio Trend

25 quarters · across all stocks

Holdings in HUM

Compact Export CSV

Shares Held

Position Value (USD)

3 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$288,715,503	1,665,122	+33.9%	Shares	Sole	2026-05-15
2025-12-31	$318,416,717	1,243,184	+59.1%	Shares	Sole	2026-02-18
2025-09-30	$203,354,335	781,621	—	Shares	Sole	2025-11-14
No 13F history on record for this holder in this stock.