Turiya Advisors Asia LTD 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Turiya Advisors Asia LTD disclosed 5 US equity positions worth $496.2m in its Q1 2026 13F filing. The largest position was NOK at 29.3% of the reported book, followed by TSEM and GEO.
What did Turiya Advisors Asia LTD own in Q1 2026? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | NOK NOKIA CORP | Technology | 29.3% | $145.5m | 18,092,100 | – | |
| 2 | TSEM TOWER SEMICONDUCTOR LTD | Technology | 27.1% | $134.5m | 766,360 | – | |
| 3 | GEO GEO GROUP INC | Industrials | 15.4% | $76.4m | 4,546,880 | – | |
| 4 | P EVERPURE INC | Technology | 15.2% | $75.2m | 1,273,400 | – | |
| 5 | CLF CLEVELAND-CLIFFS INC NEW | Basic Materials | 13.0% | $64.7m | 7,655,711 | – |
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.