Turiya Advisors Asia Ltd Quant / Systematic

Location: Hong Kong

CIK: 0001554179 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Jul 27, 2015

Total Value: $932M (100.0% shares, 0.0% debt)

Holdings (5)

— LEVEL 3 COMMUNICATIONS INC 26.3%

Value $245M Shares 4,965,967 Est. Cost $24.29 Unrealized —

MU MICRON TECHNOLOGY INC 25.6%

Value $239M Shares 6,820,932 Est. Cost $9.20 Unrealized +251.1%

— SK TELECOM LTD 19.9%

Value $186M Shares 6,872,303 Est. Cost $19.45 Unrealized —

— JOHNSON CTLS INC 15.8%

Value $147M Shares 3,038,709 Est. Cost $47.80 Unrealized —

WDC WESTERN DIGITAL CORP 12.4%

Value $116M Shares 1,045,269 Est. Cost $62.96 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	LEVEL 3 COMMUNICATIONS INC	4,965,967	$245M	26.3%	$24.29	—	COM NEW	52729N308
MU	MICRON TECHNOLOGY INC	6,820,932	$239M	25.6%	$9.20	+251.1%	COM	595112103
—	SK TELECOM LTD	6,872,303	$186M	19.9%	$19.45	—	SPONSORED ADR	78440P108
—	JOHNSON CTLS INC	3,038,709	$147M	15.8%	$47.80	—	COM	478366107
WDC	WESTERN DIGITAL CORP	1,045,269	$116M	12.4%	$62.96	0.0%	COM	958102105