Turiya Advisors Asia Ltd Quant / Systematic

Location: Hong Kong

CIK: 0001554179 · Show all filings

Period: Q1 2012 (← Previous) (Next →)

Filing Date: Aug 6, 2015

Total Value: $298M (100.0% shares, 0.0% debt)

Holdings (7)

— VIRGIN MEDIA INC 22.1%

Value $65.7M Shares 2,630,230 Est. Cost $24.65 Unrealized —

ALB ALBEMARLE CORP 18.7%

Value $55.5M Shares 868,288 Est. Cost $56.03 Unrealized —

— NYSE EURONEXT 17.1%

Value $50.74M Shares 1,690,637 Est. Cost $27.08 Unrealized —

DAL DELTA AIR LINES INC DEL 15.5%

Value $46.26M Shares 4,667,700 Est. Cost $8.62 Unrealized —

WDC WESTERN DIGITAL CORP 13.6%

Value $40.56M Shares 979,897 Est. Cost $39.07 Unrealized —

— DELL INC 6.7%

Value $20M Shares 1,205,000 Est. Cost $16.60 Unrealized —

MU MICRON TECHNOLOGY INC 6.3%

Value $18.78M Shares 2,320,000 Est. Cost $8.09 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	VIRGIN MEDIA INC	2,630,230	$65.7M	22.1%	$24.65	—	COM	92769L101
ALB	ALBEMARLE CORP	868,288	$55.5M	18.7%	$56.03	—	COM	012653101
—	NYSE EURONEXT	1,690,637	$50.74M	17.1%	$27.08	—	COM	629491101
DAL	DELTA AIR LINES INC DEL	4,667,700	$46.26M	15.5%	$8.62	—	COM NEW	247361702
WDC	WESTERN DIGITAL CORP	979,897	$40.56M	13.6%	$39.07	—	COM	958102105
—	DELL INC	1,205,000	$20M	6.7%	$16.60	—	COM	24702R101
MU	MICRON TECHNOLOGY INC	2,320,000	$18.78M	6.3%	$8.09	—	COM	595112103