Naya Capital Adds Masimo Shares

According to an SEC filing dated Feb. 18, Naya Capital Management UK Ltd disclosed a new position in Masimo (NASDAQ:MASI), acquiring nearly 1.6 million shares. Initiated a new position valued at about $203 million Position equals 15.3% of the fund’s 13F assets under management Masimo enters Naya Capital’s portfolio as one of only five reportable holdings What else to know Top positions after the filing: HUM: $318.4 million (24.0% of AUM) UNH: $301.3 million (22.7% of AUM) WWD: $297.1 mill ...