Fund Holdings — Turiya Advisors Asia Ltd

Total Portfolio Value
$496.25M
Total Bought
$185.22M
Total Sold
$278.70M
Net Transaction
-$93.48M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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NOKIA CORP(NOK)018,092,100+18,092,1000145,46029.31%+145,460
EVERPURE INC(P)1,000,0001,273,400+273,40067,01075,18215.15%+8,172
GEO GROUP INC(GEO)5,644,9004,546,880-1,098,02090,99676,43315.40%-14,563
CLEVELAND-CLIFFS INC NEW(CLF)7,250,0007,655,711+405,71196,28064,69113.04%-31,589
TOWER SEMICONDUCTOR LTD(TSEM)1,472,045766,360-705,685172,848134,48127.10%-38,367
ALPHABET INC(GOOG)721,3000-721,300225,7670—-225,767
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Turiya Advisors Asia Ltd — 13F Holdings — Q1 2026 | TickerTrail