NAYA Capital Management (UK)’s Humana HUM Stock Holding History

NAYA Capital Management (UK)’s Portfolio HUM Stock Details HUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$728M	Buy	1,833,763 +168,641	+10%	+$48M	35.04%	1
2026 Q1	$289M	Buy	1,665,122 +421,938	+34%	+$86.5M	24.44%	2
2025 Q4	$318M	Buy	1,243,184 +461,563	+59%	+$121M	23.98%	1
2025 Q3	$203M	Buy	+781,621	New	+$206M	17.3%	3
2019 Q4	–	Sell	-402,770	Closed	-$103M	–	13
2019 Q3	$103M	Buy	402,770 +61,726	+18%	+$17.3M	7.93%	7
2019 Q2	$90.5M	Sell	341,044 -97,376	-22%	-$24.7M	7.08%	7
2019 Q1	$117M	Buy	438,420 +173,863	+66%	+$50.1M	9.03%	5
2018 Q4	$75.8M	Buy	264,557 +22,437	+9%	+$7.11M	7.71%	7
2018 Q3	$82M	Buy	242,120 +5,800	+2%	+$1.88M	11.41%	4
2018 Q2	$70.3M	Sell	236,320 -21,300	-8%	-$6.24M	6.97%	6
2018 Q1	$69.3M	Buy	257,620 +41,400	+19%	+$11.2M	7.21%	6
2017 Q4	$53.6M	Buy	+216,220	New	+$53.4M	7.64%	5

Other funds holding HUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAYA Capital Management (UK)'s HUM Position: Q2 2026 in Review

NAYA Capital Management (UK) increased its Humana (HUM) stake by 10% in Q2 2026, buying an estimated $48M and bringing the position to 1,833,763 shares worth $728M. The position accounts for 35.04% of the portfolio, ranked #1.

NAYA Capital Management (UK) first reported a position in HUM in Q4 2017 and has held it in 12 quarters since. 925 funds tracked by Wall St. Rank hold HUM as of Q2 2026.

NAYA Capital Management (UK) held 1,833,763 shares of Humana worth $728M as of Q2 2026.
NAYA Capital Management (UK) bought 168,641 Humana shares in Q2 2026, an estimated $48M.
Humana made up 35.04% of NAYA Capital Management (UK)'s portfolio in Q2 2026, its #1 holding.
NAYA Capital Management (UK) first reported a position in Humana in Q4 2017 and has held it in 12 quarters since.
925 funds tracked by Wall St. Rank held Humana as of Q2 2026.

Based on NAYA Capital Management (UK)'s 13F filing for Q2 2026, filed 14 Aug 2026.