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Initial quarterly Form 13F holdings report for Naya Capital Management, detailing investments as of June 30, 2024, and filed on August 14, 2024.
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How to fill out form 13f-hr

01
Obtain a copy of Form 13F-HR from the Securities and Exchange Commission (SEC) website or from your financial institution.
02
Fill in the required information, including the name and address of the institutional investment manager, the SEC file number, and the date of the reporting period.
03
List all securities currently held in the investment portfolio, including the name of the issuer, the title of the class of securities, the CUSIP number, the number of shares held, and the fair market value of each security.
04
Submit the completed Form 13F-HR to the SEC by the filing deadline, usually within 45 days after the end of the calendar quarter.

Who needs form 13f-hr?

01
Institutional investment managers with discretionary control over $100 million or more in certain equity securities are required to file Form 13F-HR with the SEC.
02
This form is used to disclose holdings of institutional investment managers and provide transparency in the financial markets.
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Form 13F-HR is a quarterly report required to be filed by institutional investment managers to disclose their equity holdings in publicly traded companies.
Institutional investment managers that manage over $100 million in securities are required to file Form 13F-HR.
To fill out Form 13F-HR, report the securities held in the specified format, including identifying information for each security and the number of shares owned.
The purpose of Form 13F-HR is to provide transparency in the holdings of large institutional investors and to aid in the analysis of market trends.
Form 13F-HR must report the name of the issuer, class of the security, CUSIP number, number of shares held, and the value of those shares.
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