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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 $241,449,199 across 4 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-12.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001554179-25-000006

Period
2025-06-30
Reported value
$241M
Holdings
4
Top 10 weight
100%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LNWOnew+518,500$49.9M
Pnew+772,317$44.5M
CLFnew+5,178,500$39.4M
GOOGLadded+189,800$33.4M

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

None.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001554179-25-000006, largest first. % of portfolio is the value over $241,449,199, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,300 shares; 2024Q4: not reported; 2025Q1: 421,400 shares; 2025Q2: 611,200 shares 611,200$108M44.61%+189,800Timeline
LNWOLIGHT & WONDER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 518,500 shares 518,500$49.9M20.67%newTimeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 772,317 shares 772,317$44.5M18.42%newTimeline
CLFCLEVELAND-CLIFFS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,178,500 shares 5,178,500$39.4M16.3%newTimeline

How Q2 2025 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 0001554179-25-000006 base2025-08-12acceptance time not in the bulk data set