Turiya Advisors Asia Ltd

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$496.2M
Q ending 2026-03-31
Prior quarter
$652.9M
Q ending 2025-12-31
Change
-24.0% QoQ · +661.5% YoY
Positions
5
reported holdings

Largest positions

All 5 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Nokia CorpNOKShares$145.5M18.1M
Tower Semiconductor LtdShares$134.5M766K
Geo Group IncGEOShares$76.4M4.5M
Everpure IncPShares$75.2M1.3M
Cleveland-Cliffs Inc NewCLFShares$64.7M7.7M

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.