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Turiya Advisors Asia Ltd 13F holdings, Q4 2024

Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →

Turiya Advisors Asia Ltd disclosed 2 US equity positions worth $72.6m in its Q4 2024 13F filing. The largest position was BEKE at 73.3% of the reported book. Against the Q3 2024 filing, it opened 1 new position, added to 0 and reduced 1 among the top 2 holdings.

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What did Turiya Advisors Asia Ltd own in Q4 2024? Top 2 positions

#StockSectorWeightValueSharesΔ sharesvs Q3 2024
1 BEKE KE HLDGS INC Real Estate 73.3%$53.2m2,889,906 -16% reduced
2 USX1 UNITED STATES STL CORP NEW 26.7%$19.4m570,300 – new

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.