Turiya Advisors Asia Ltd Quant / Systematic

Location: Hong Kong

CIK: 0001554179 · Show all filings

Period: Q3 2012 (← Previous) (Next →)

Filing Date: Aug 6, 2015

Total Value: $355M (100.0% shares, 0.0% debt)

Holdings (5)

WDC WESTERN DIGITAL CORP 30.1%

Value $107M Shares 2,765,518 Est. Cost $36.67 Unrealized —

DAL DELTA AIR LINES INC DEL 24.8%

Value $87.97M Shares 9,603,700 Est. Cost $9.10 Unrealized —

— VIRGIN MEDIA INC 20.6%

Value $73.1M Shares 2,484,630 Est. Cost $24.63 Unrealized —

MU MICRON TECHNOLOGY INC 13.1%

Value $46.42M Shares 7,762,006 Est. Cost $6.78 Unrealized —

— SINA CORP 11.5%

Value $40.68M Shares 628,984 Est. Cost $64.68 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
WDC	WESTERN DIGITAL CORP	2,765,518	$107M	30.1%	$36.67	—	COM	958102105
DAL	DELTA AIR LINES INC DEL	9,603,700	$87.97M	24.8%	$9.10	—	COM NEW	247361702
—	VIRGIN MEDIA INC	2,484,630	$73.1M	20.6%	$24.63	—	COM	92769L101
MU	MICRON TECHNOLOGY INC	7,762,006	$46.42M	13.1%	$6.78	—	COM	595112103
—	SINA CORP	628,984	$40.68M	11.5%	$64.68	—	ORD	G81477104