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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