Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Turiya Advisors Asia Ltd 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Turiya Advisors Asia Ltd (CIK 1554179) reported $439.6M across 3 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NOK ($243.6M, 55.43%), TSEM ($117.4M, 26.71%), GEO ($78.5M, 17.86%), CLF ($0, 0.00%), P ($0, 0.00%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NOKNOKIA CORP$243.6M55.43%18.3MAdded
2TSEMTOWER SEMICONDUCTOR LTD$117.4M26.71%450,519Trimmed
3GEOGEO GROUP INC$78.5M17.86%2.7MTrimmed
4CLFCLEVELAND-CLIFFS INC NEW$00.00%0Exited
5PEVERPURE INC$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30