Turiya Advisors Asia Ltd 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Turiya Advisors Asia Ltd disclosed 4 US equity positions worth $377.8m in its Q3 2025 13F filing. The largest position was GOOGL at 46.4% of the reported book, followed by GEO and LNWO. Against the Q2 2025 filing, it opened 2 new positions, added to 2 and reduced 0 among the top 4 holdings.
What did Turiya Advisors Asia Ltd own in Q3 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL ALPHABET INC | Communication Services | 46.4% | $175.3m | 721,300 | 18% | added |
| 2 | GEO GEO GROUP INC NEW | Industrials | 30.6% | $115.7m | 5,644,900 | – | new |
| 3 | LNWO LIGHT & WONDER INC | Consumer Cyclical | 20.4% | $77.0m | 917,577 | 77% | added |
| 4 | CXW CORECIVIC INC | Industrials | 2.6% | $9.7m | 479,000 | – | 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.