Naya Capital Management UK LTD — Q2 2016 13F Holdings

Name: Naya Capital Management UK LTD — 13F Holdings, Q2 2016
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001665012

Total reported value

$1.2B

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	✓	Shire PLC	Stock-Other	27.86%	—	—
2	✓	Yahoo INC	Stock-Other	18.99%	—	+54.71%
3	GE	GE Aerospace	Stock-Industrials	11.46%	—	+153.03%
4	WTW	Willis Towers Watson Public Limited Company	Stock-Financials	8.86%	—	-35.28%
5	LION	Lionsgate Studios Corp.	Stock-Other	8.75%	—	-22.51%
6	CHTR	Charter Communications Inc-a	Stock-Comm Services	6.59%	—	—
7	PYPL	Paypal Holdings INC	Stock-Financials	6.11%	—	-34.62%
8	✓	Depomed INC	Stock-Other	3.14%	—	—
9	USA	Liberty All-Star Equity Fund	Stock-Other	2.95%	—	+14.70%
10	KEL	Kellanova	Stock-Other	2.76%	—	—
11	CALY	Callaway Golf Company	Stock-Other	1.55%	—	—
12	DIS	Walt Disney Co/the	Stock-Comm Services	1.00%	—	—

Position changes disclosed by Naya Capital Management UK LTD for the quarter ending Q2 2016, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GE	GE Aerospace	+6.4%	+153.03%	Add
2	✓	Yahoo INC	+5.6%	+54.71%	Add
3	USA	Liberty All-Star Equity Fund	-0.4%	+14.70%	Add
4	LION	Lionsgate Studios Corp.	-4.9%	-22.51%	Trim
5	PYPL	Paypal Holdings INC	-4.9%	-34.62%	Trim
6	WTW	Willis Towers Watson Public Limited Company	-5.7%	-35.28%	Trim
7	✓	Shire PLC	—	NEW	New buy
8	✓	Time Warner Cable INC	—	EXIT	Sold out
9	CHTR	Charter Communications, Inc.	—	EXIT	Sold out
10	CVCEUR	Cablevision Systems-ny Grp-a	—	EXIT	Sold out
11	CHTR	Charter Communications Inc-a	—	NEW	New buy
12	EEM	Ishares Msci Emerging Market	—	EXIT	Sold out
13	✓		—	EXIT	Sold out
14	✓	Depomed INC	—	NEW	New buy
15	KEL	Kellanova	—	NEW	New buy
16	CALY	Callaway Golf Company	—	NEW	New buy
17	STRZ	Starz Entertainment Corp.	—	EXIT	Sold out
18	DIS	Walt Disney Co/the	—	NEW	New buy