Turiya Advisors Asia Ltd
Net seller this quarter
$440M
3
-$307M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NOK | $244M | 55.43% | 0.32% | +1.4% | Q1 2026 |
 TSEM | $117M | 26.71% | 0.40% | -41.2% | Q4 2025 |
 GEO | $78.5M | 17.86% | 2.01% | -41.6% | Q3 2025 |
| Q1 2026 | |||||
| NOK | $145M | 29.31% | 0.32% | New | Q1 2026 |
| TSEM | $134M | 27.10% | 0.68% | -47.9% | Q4 2025 |
| GEO | $76.4M | 15.40% | 3.40% | -19.5% | Q3 2025 |
 P | $75.2M | 15.15% | 0.39% | +27.3% | Q2 2019 |
 CLF | $64.7M | 13.04% | 1.34% | +5.6% | Q4 2020 |
| Q4 2025 | |||||
 GOOGL | $226M | 34.58% | 0.01% | Not reported | Q2 2024 |
| TSEM | $173M | 26.47% | 1.31% | New | Q4 2025 |
| CLF | $96.3M | 14.75% | 1.27% | Not reported | Q4 2020 |
| GEO | $91M | 13.94% | 4.14% | Not reported | Q3 2025 |
| P | $67M | 10.26% | 0.30% | Not reported | Q2 2019 |
| Q3 2025 | |||||
| GOOGL | $175M | 46.42% | 0.01% | +18.0% | Q2 2024 |
| GEO | $116M | 30.62% | 4.06% | New | Q3 2025 |
| LNWO | $77M | 20.39% | 1.11% | +77.0% | Q2 2025 |
 CXW | $9.75M | 2.58% | 0.45% | New | Q3 2025 |