Mansoor Siddique‘s Naya Capital, LLC has released its quarterly 13F report. In this article, we will quickly review the biggest holdings by the fund and compare them to the last quarterly 13F report figures of the fund. CBS Corporation (NYSE:CBS), Towers Watson & Co (NYSE:TW) and Dow Chemical Co (NYSE:DOW) are the biggest positions in Naya Management, LLC.
CBS Corporation (NYSE:CBS) is the biggest position in Naya Capital, LLC. The fund has 2,535,867 shares of the company worth $135 million. As of last quarterly 13F report, the fund had 1,851,067 shares of CBS Corporation (NYSE:CBS) worth around $115 million. This means that the fund has increased its holding on the company. Peter Adam’s Brahman Capital is one of the biggest shareholders of CBS Corporation (NYSE:CBS). The company reported its last sales in start of this month when 244,888 of its shares were sold at $52 per share price.
Towers Watson & Co (NYSE:TW) is the second biggest holding of Naya Capital. The fund has 1,139,883 shares of the company worth $113 million. As of last 13F report from the fund, it had 971,683 shares of the company worth $101 million. Towers Watson & Co (NYSE:TW) shareholders include Jason F. Harris‘s Kendall Square Capital. The company reported its last sales on 6th November this month when 13,042 of its shares were sold at $112 per share price.
Dow Chemical Co (NYSE:DOW) is the third biggest holding by Naya Capital, LLC. The fund has 2,051,160 shares of the company worth $107 million. Last quarter, it had 1,937,260 shares of the company worth around $99 million. This means that the fund has lowered down its holding on the plastics and synthetics maker. Daniel Loeb’s Third Point is one of the shareholders of Dow Chemical Co (NYSE:DOW). The company reported its last sales back in August this month when 35,000 of its shares were sold at $52 per share price.
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