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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 $377,781,094 across 4 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-12.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001554179-25-000007

Period
2025-09-30
Reported value
$378M
Holdings
4
Top 10 weight
100%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GEOnew+5,644,900$116M
LNWOadded+399,077$33.5M
GOOGLadded+110,100$26.8M
CXWnew+479,000$9.75M

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
Pexited-772,317-$44.5M
CLFexited-5,178,500-$39.4M

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.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001554179-25-000007, largest first. % of portfolio is the value over $377,781,094, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,300 shares; 2024Q4: not reported; 2025Q1: 421,400 shares; 2025Q2: 611,200 shares; 2025Q3: 721,300 shares 721,300$175M46.42%+110,100Timeline
GEOGEO GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,644,900 shares 5,644,900$116M30.62%newTimeline
LNWOLIGHT & WONDER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 518,500 shares; 2025Q3: 917,577 shares 917,577$77M20.39%+399,077Timeline
CXWCORECIVIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 479,000 shares 479,000$9.75M2.58%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
PEVERPURE INC772,317$44.5Mshares
CLFCLEVELAND-CLIFFS INC NEW5,178,500$39.4Mshares

How Q3 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 0001554179-25-000007 base2025-11-12acceptance time not in the bulk data set