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Turiya Advisors Asia Ltd

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13F filer, CIK 1554179, HONG KONG, Hong Kong

Turiya Advisors Asia Ltd reported $439,562,747 across 3 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-12.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001554179-26-000012

Period
2026-06-30
Reported value
$440M
Holdings
3
Top 10 weight
100%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NOKadded+254,100$3.37M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TSEMreduced-315,841-$82.3M
Pexited-1,273,400-$75.2M
CLFexited-7,655,711-$64.7M
GEOreduced-1,890,300-$55.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001554179-26-000012, largest first. % of portfolio is the value over $439,562,747, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,092,100 shares; 2026Q2: 18,346,200 shares 18,346,200$244M55.43%+254,100Timeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,472,045 shares; 2026Q1: 766,360 shares; 2026Q2: 450,519 shares 450,519$117M26.71%-315,841Timeline
GEOGEO GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,644,900 shares; 2025Q4: 5,644,900 shares; 2026Q1: 4,546,880 shares; 2026Q2: 2,656,580 shares 2,656,580$78.5M17.86%-1,890,300Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PEVERPURE INC1,273,400$75.2Mshares
CLFCLEVELAND-CLIFFS INC NEW7,655,711$64.7Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001554179-26-000012 base2026-08-12acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001554179-26-000012 Quarter ended 2026-06-302026-08-12acceptance time not in the bulk data set
13F-HR 0001554179-26-000003 Quarter ended 2026-03-312026-05-13acceptance time not in the bulk data set
13F-HR 0001554179-26-000002 Quarter ended 2025-12-312026-02-12acceptance time not in the bulk data set
13F-HR 0001554179-25-000007 Quarter ended 2025-09-302025-11-12acceptance time not in the bulk data set
13F-HR 0001554179-25-000006 Quarter ended 2025-06-302025-08-12acceptance time not in the bulk data set
13F-HR 0001554179-25-000004 Quarter ended 2025-03-312025-05-13acceptance time not in the bulk data set
13F-HR 0001554179-25-000003 Quarter ended 2024-12-312025-02-12acceptance time not in the bulk data set
13F-HR 0001554179-24-000004 Quarter ended 2024-09-302024-11-13acceptance time not in the bulk data set
13F-HR 0001554179-24-000002 Quarter ended 2024-06-302024-08-12acceptance time not in the bulk data set
13F-HR 0000919574-24-003104 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0000919574-24-001103 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0000919574-23-006186 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0000919574-23-004597 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0000919574-23-003113 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0000919574-23-001185 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0000919574-22-006749 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0000919574-22-004896 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0000919574-22-003527 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR 0000919574-22-001378 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0000919574-21-006933 Quarter ended 2021-09-302021-11-15acceptance time not in the bulk data set
13F-HR 0000919574-21-005151 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set
13F-HR 0000919574-21-003597 Quarter ended 2021-03-312021-05-17acceptance time not in the bulk data set
13F-HR 0000919574-21-000948 Quarter ended 2020-12-312021-02-12acceptance time not in the bulk data set
13F-HR 0001803237-20-000005 Quarter ended 2020-09-302020-11-17acceptance time not in the bulk data set
13F-HR 0001554179-20-000004 Quarter ended 2020-06-302020-08-05acceptance time not in the bulk data set
13F-HR 0001554179-20-000003 Quarter ended 2020-03-312020-05-06acceptance time not in the bulk data set
13F-HR 0001554179-20-000002 Quarter ended 2019-12-312020-02-11acceptance time not in the bulk data set
13F-HR 0001554179-19-000006 Quarter ended 2019-09-302019-11-08acceptance time not in the bulk data set
13F-HR 0001554179-19-000005 Quarter ended 2019-06-302019-08-07acceptance time not in the bulk data set
13F-HR 0001554179-19-000003 Quarter ended 2019-03-312019-05-02acceptance time not in the bulk data set
13F-HR 0001085146-19-000633 Quarter ended 2018-12-312019-02-13acceptance time not in the bulk data set
13F-HR 0001085146-15-002002 Quarter ended 2015-09-302015-10-14acceptance time not in the bulk data set
13F-HR 0001085146-15-001603 Quarter ended 2015-06-302015-08-06acceptance time not in the bulk data set
13F-HR 0001085146-15-001610 Quarter ended 2013-06-302015-08-06acceptance time not in the bulk data set
13F-HR 0001085146-15-001604 Quarter ended 2015-03-312015-08-06acceptance time not in the bulk data set
13F-HR 0001085146-15-001607 Quarter ended 2014-03-312015-08-06acceptance time not in the bulk data set
13F-HR 0001085146-15-001606 Quarter ended 2014-06-302015-08-06acceptance time not in the bulk data set
13F-HR 0001085146-15-001615 Quarter ended 2012-03-312015-08-06acceptance time not in the bulk data set
13F-HR 0001085146-15-001608 Quarter ended 2013-12-312015-08-06acceptance time not in the bulk data set
13F-HR 0001085146-15-001612 Quarter ended 2012-12-312015-08-06acceptance time not in the bulk data set
13F-HR 0001085146-15-001609 Quarter ended 2013-09-302015-08-06acceptance time not in the bulk data set
13F-HR 0001085146-15-001616 Quarter ended 2011-12-312015-08-06acceptance time not in the bulk data set
13F-HR 0001085146-15-001605 Quarter ended 2014-09-302015-08-06acceptance time not in the bulk data set
13F-HR 0001085146-15-001611 Quarter ended 2013-03-312015-08-06acceptance time not in the bulk data set
13F-HR 0001085146-15-001613 Quarter ended 2012-09-302015-08-06acceptance time not in the bulk data set
13F-HR 0001085146-15-001614 Quarter ended 2012-06-302015-08-06acceptance time not in the bulk data set
13F-HR 0001085146-15-001508 Quarter ended 2014-12-312015-07-27acceptance time not in the bulk data set