73 is the total number of securities Naya Management LLP has owned. The longest Naya Management LLP has owned a single stock is 8 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| TW | TOWERS WATSON & CO | 8 | 8 | 0.08% | 8.41% | 13.98% | Q4 2013 | Q3 2015 | 8 |
| DOW | DOW CHEM CO | 7 | 7 | 3.25% | 7.30% | 9.01% | Q1 2014 | Q3 2015 | 7 |
| LGF | LIONS GATE ENTMNT CORP | 7 | 7 | 3.20% | 6.87% | 10.71% | Q1 2014 | Q3 2015 | 7 |
| CBS | CBS CORP NEW | 6 | 6 | 8.37% | 10.28% | 12.78% | Q4 2013 | Q1 2015 | 6 |
| CF | CF INDS HLDGS INC | 6 | 6 | 5.54% | 9.13% | 11.61% | Q4 2013 | Q1 2015 | 6 |
| AWI | ARMSTRONG WORLD INDS I... | 6 | 6 | 4.01% | 6.89% | 8.95% | Q2 2014 | Q3 2015 | 6 |
| CBS | CBS CORP NEW | 4 | 2 | 0.03% | 3.72% | 12.63% | Q1 2014 | Q3 2015 | 6 |
| YHOO | YAHOO INC | 4 | 4 | 0.34% | 8.59% | 16.85% | Q4 2014 | Q3 2015 | 4 |
| MSCI | MSCI INC | 4 | 4 | 3.22% | 5.28% | 6.39% | Q2 2014 | Q1 2015 | 4 |
| NXST | NEXSTAR BROADCASTING G... | 4 | 4 | 2.40% | 3.02% | 3.87% | Q2 2014 | Q1 2015 | 4 |
| DOW | DOW CHEM CO | 3 | 1 | 0.81% | 2.72% | 5.03% | Q3 2014 | Q3 2015 | 4 |
| DISH | DISH NETWORK CORP | 4 | 4 | 1.67% | 2.43% | 3.70% | Q2 2014 | Q1 2015 | 4 |
| N/A | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 | |
| TWC | TIME WARNER CABLE INC | 3 | 3 | 4.45% | 9.21% | 12.63% | Q1 2015 | Q3 2015 | 3 |
| FOXA | TWENTY FIRST CENTY FOX... | 3 | 3 | 5.87% | 8.74% | 10.18% | Q4 2013 | Q2 2014 | 3 |
| ATVI | ACTIVISION BLIZZARD INC | 3 | 3 | 6.21% | 8.50% | 9.80% | Q4 2013 | Q2 2014 | 3 |
| SBAC | SBA COMMUNICATIONS CORP | 3 | 3 | 6.35% | 7.99% | 9.63% | Q4 2013 | Q2 2014 | 3 |
| CMCSA | COMCAST CORP NEW | 3 | 3 | 4.25% | 7.42% | 11.11% | Q4 2014 | Q2 2015 | 3 |
| YHOO | YAHOO INC | 3 | 3 | 3.99% | 6.00% | 8.43% | Q3 2014 | Q1 2015 | 3 |
| LBTYA | LIBERTY GLOBAL PLC | 3 | 3 | 4.69% | 5.82% | 7.67% | Q4 2013 | Q2 2014 | 3 |
| ALSN | ALLISON TRANSMISSION H... | 3 | 3 | 2.15% | 4.38% | 6.56% | Q2 2014 | Q4 2014 | 3 |
| SBGI | SINCLAIR BROADCAST GRO... | 3 | 3 | 2.26% | 3.28% | 4.76% | Q2 2014 | Q4 2014 | 3 |
| MSI | MOTOROLA SOLUTIONS INC | 3 | 3 | 0.40% | 2.97% | 4.93% | Q3 2014 | Q1 2015 | 3 |
| AWAY | HOMEAWAY INC | 3 | 3 | 2.38% | 2.86% | 3.30% | Q1 2015 | Q3 2015 | 3 |
| EXPD | EXPEDITORS INTL WASH INC | 3 | 3 | 0.02% | 0.08% | 0.18% | Q2 2014 | Q4 2014 | 3 |
| INTU | INTUIT | 2 | 2 | 9.27% | 9.73% | 10.18% | Q4 2013 | Q1 2014 | 2 |
| MRD | MEMORIAL RESOURCE DEV ... | 2 | 2 | 3.66% | 4.39% | 5.12% | Q3 2014 | Q4 2014 | 2 |
| STRZA | STARZ | 2 | 2 | 3.72% | 4.02% | 4.31% | Q4 2014 | Q1 2015 | 2 |
| EXPD | EXPEDITORS INTL WASH INC | 2 | 2 | 2.47% | 4.01% | 5.55% | Q2 2014 | Q3 2014 | 2 |
| CTCT | CONSTANT CONTACT INC | 2 | 2 | 3.26% | 3.42% | 3.57% | Q4 2013 | Q1 2014 | 2 |
| ZTS | ZOETIS INC | 2 | 2 | 2.46% | 3.20% | 3.95% | Q2 2015 | Q3 2015 | 2 |
| QQQ | POWERSHARES QQQ TRUST | 1 | 1 | 2.76% | 3.11% | 3.46% | Q1 2015 | Q3 2015 | 2 |
| LBTYK | LIBERTY GLOBAL PLC | 2 | 2 | 1.95% | 2.94% | 3.92% | Q1 2014 | Q2 2014 | 2 |
| CHTR | CHARTER COMMUNICATIONS... | 1 | 1 | 1.32% | 2.33% | 3.34% | Q4 2014 | Q3 2015 | 2 |
| AXP | AMERICAN EXPRESS CO | 2 | 2 | 0.71% | 2.04% | 3.37% | Q2 2015 | Q3 2015 | 2 |
| CRM | SALESFORCE COM INC | 2 | 2 | 1.83% | 2.01% | 2.19% | Q1 2015 | Q2 2015 | 2 |
| DATA | TABLEAU SOFTWARE INC | 2 | 2 | 0.84% | 1.83% | 2.81% | Q1 2014 | Q2 2014 | 2 |
| IYR | ISHARES TR | 2 | 2 | 0.94% | 0.95% | 0.96% | Q1 2015 | Q2 2015 | 2 |
| MTZ | MASTEC INC | 2 | 2 | 0.43% | 0.87% | 1.30% | Q2 2015 | Q3 2015 | 2 |
| MHFI | MCGRAW HILL FINL INC | 2 | 2 | 0.35% | 0.86% | 1.36% | Q3 2014 | Q4 2014 | 2 |
| SYMC | SYMANTEC CORP | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2014 | Q3 2014 | 2 |
| TMUS | T-MOBILE US INC | 2 | 2 | 0.02% | 0.13% | 0.24% | Q3 2014 | Q4 2014 | 2 |
| EEM | ISHARES TR | 1 | 1 | 7.47% | 7.47% | 7.47% | Q3 2015 | Q3 2015 | 1 |
| SIX | SIX FLAGS ENTMT CORP NEW | 1 | 1 | 6.33% | 6.33% | 6.33% | Q4 2013 | Q4 2013 | 1 |
| NRG | NRG ENERGY INC | 1 | 1 | 5.92% | 5.92% | 5.92% | Q4 2013 | Q4 2013 | 1 |
| AXP | AMERICAN EXPRESS CO | 1 | 1 | 5.77% | 5.77% | 5.77% | Q3 2015 | Q3 2015 | 1 |
| XLB | SELECT SECTOR SPDR TR | 1 | 1 | 5.42% | 5.42% | 5.42% | Q3 2015 | Q3 2015 | 1 |
| YHOO | YAHOO INC | 1 | 1 | 5.25% | 5.25% | 5.25% | Q3 2015 | Q3 2015 | 1 |
| LVNTA | LIBERTY INTERACTIVE CORP | 1 | 1 | 3.84% | 3.84% | 3.84% | Q2 2015 | Q2 2015 | 1 |
| SYMC | SYMANTEC CORP | 1 | 1 | 3.18% | 3.18% | 3.18% | Q2 2014 | Q2 2014 | 1 |
| XHB | SPDR SERIES TRUST | 1 | 1 | 2.97% | 2.97% | 2.97% | Q3 2015 | Q3 2015 | 1 |
| CI | CIGNA CORPORATION | 1 | 1 | 2.56% | 2.56% | 2.56% | Q3 2015 | Q3 2015 | 1 |
| ADT | THE ADT CORPORATION | 1 | 1 | 2.04% | 2.04% | 2.04% | Q1 2015 | Q1 2015 | 1 |
| FXI | ISHARES TR | 1 | 1 | 2.02% | 2.02% | 2.02% | Q3 2015 | Q3 2015 | 1 |
| TWC | TIME WARNER CABLE INC | 1 | 1 | 2.02% | 2.02% | 2.02% | Q4 2013 | Q4 2013 | 1 |
| SABR | SABRE CORP | 1 | 1 | 1.85% | 1.85% | 1.85% | Q2 2014 | Q2 2014 | 1 |
| IAC | IAC INTERACTIVECORP | 1 | 1 | 1.57% | 1.57% | 1.57% | Q2 2014 | Q2 2014 | 1 |
| SYY | SYSCO CORP | 1 | 1 | 1.42% | 1.42% | 1.42% | Q2 2015 | Q2 2015 | 1 |
| XLE | SELECT SECTOR SPDR TR | 1 | 1 | 1.27% | 1.27% | 1.27% | Q1 2015 | Q1 2015 | 1 |
| SBGI | SINCLAIR BROADCAST GRO... | 1 | 1 | 1.21% | 1.21% | 1.21% | Q2 2014 | Q2 2014 | 1 |
| NEP | NEXTERA ENERGY PARTNER... | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2014 | Q3 2014 | 1 |
| CF | CF INDS HLDGS INC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q3 2014 | Q3 2014 | 1 |
| CMCSA | COMCAST CORP NEW | 1 | 1 | 1.05% | 1.05% | 1.05% | Q4 2014 | Q4 2014 | 1 |
| LUMN | CENTURYLINK INC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2015 | Q2 2015 | 1 |
| XOP | SPDR SERIES TRUST | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2014 | Q4 2014 | 1 |
| CHTR | CHARTER COMMUNICATIONS... | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2014 | Q4 2014 | 1 |
| SU | SUNCOR ENERGY INC NEW | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2014 | Q4 2014 | 1 |
| FCX | FREEPORT-MCMORAN INC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2015 | Q1 2015 | 1 |
| OIH | MARKET VECTORS ETF TR | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2014 | Q4 2014 | 1 |
| WMB | WILLIAMS COS INC DEL | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2015 | Q3 2015 | 1 |
| TWX | TIME WARNER INC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2014 | Q2 2014 | 1 |
| MSI | MOTOROLA SOLUTIONS INC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2015 | Q1 2015 | 1 |
| MR | MINDRAY MEDICAL INTL LTD | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2013 | Q4 2013 | 1 |
Download | |||||||||
The securities at the top of the list , including TOWERS WATSON & CO, DOW CHEM CO, and LIONS GATE ENTMNT CORP, are the highest-conviction holdings of Naya Management LLP.
The conviction is calculated by counting the number of quarters a security has been reported by Naya Management LLP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Naya Management LLP owns currently or has owned in the past.