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Naya Management LLP files portfolio update

Naya Management LLP just filed a portfolio update (also known as a 13-F), dated November 16, 2015. The portfolio holdings are as of September 30, 2015.

Naya Management LLP reported adding to its positions of:

  • Yahoo! Inc.
  • Towers Watson & Co
  • Time Warner Cable Inc
  • HomeAway
  • American Express Company

Positions in the following companies appear to have been reduced:

  • Zoetis
  • MasTec
  • Lions...