Turiya Advisors Asia Ltd 13F Holdings · Q2 2026
Turiya Advisors Asia Ltd reported 3 securities worth $439.56M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NOK (55.43%), TSEM (26.71%), GEO (17.86%). Among its top 25 positions this quarter: 1 added, 2 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NOK | NOKIA CORP | $243.6M | 55.43% | 18.3M | Added |
| 2 | TSEM | TOWER SEMICONDUCTOR LTD | $117.4M | 26.71% | 450,519 | Trimmed |
| 3 | GEO | GEO GROUP INC | $78.5M | 17.86% | 2.7M | Trimmed |
| 4 | CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | Exited |
| 5 | P | EVERPURE INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR