Turiya Advisors Asia Ltd — 13F Holdings & Portfolio

CIK 1554179 · latest 13F-HR filed 2026-08-12

Turiya Advisors Asia Ltd manages $439.6M in 13F-reported U.S. long-equity assets across 3 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NOK (55.43%), TSEM (26.71%), GEO (17.86%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 2, added to 1, and trimmed 1.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
THE HENDERSON, 15TH FLOOR, UNIT 1501
2 MURRAY ROAD
HONG KONG 00000
Phone
85235187293
Filing Manager
Turiya Advisors Asia Ltd
HONG KONG, K3
Signatory
Maria Angela Cristina Tordesillas
Head of Legal and Compliance
Loading holdings…
AUM

$439.6M

Long-equity book

Holdings

3

Distinct positions

Period

2026-06-30

Filed 2026-08-12

Q/Q Activity

+0 / −2 / ↑1 / ↓1

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NOKIA CORP$98.2M +67.5%
Show all 1

Top Trims

  • TOWER SEMICONDUCTOR LTD-$17.1M -12.7%
Show all 1

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • EVERPURE INC$75.2M
  • CLEVELAND-CLIFFS INC NEW$64.7M
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NOKIA CORP NOK 654902204 $243.6M 55.43% 18,346,200 SH
2 TOWER SEMICONDUCTOR LTD TSEM M87915274 $117.4M 26.71% 450,519 SH
3 GEO GROUP INC GEO 36162J106 $78.5M 17.86% 2,656,580 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $439.6M 3 0001554179-26-000012
2026-03-31 2026-05-13 $496.2M 5 0001554179-26-000003
2025-12-31 2026-02-12 $652.9M 5 0001554179-26-000002
2025-09-30 2025-11-12 $377.8M 4 0001554179-25-000007