Turiya Advisors Asia Ltd Quant / Systematic

CIK: 0001554179 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 5, 2020

Total Value ($000): $255,813 (100.0% shares, 0.0% debt)

Holdings (5)

VALE VALE S A 32.5%

Value ($000) $83,183 Shares 8,068,200 Est. Cost $8.29 Unrealized —

Z ZILLOW GROUP INC 23.7%

Value ($000) $60,601 Shares 1,051,910 Est. Cost $43.71 Unrealized +13.6%

AIG AMERICAN INTL GROUP INC 21.0%

Value ($000) $53,661 Shares 1,721,000 Est. Cost $24.38 Unrealized 0.0%

AGCO AGCO CORP 12.6%

Value ($000) $32,302 Shares 582,434 Est. Cost $43.57 Unrealized 0.0%

— TWITTER INC 10.2%

Value ($000) $26,066 Shares 875,000 Est. Cost $29.79 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VALE	VALE S A	8,068,200	$83,183	32.5%	$8.29	—	SPONSORED ADS	91912E105
Z	ZILLOW GROUP INC	1,051,910	$60,601	23.7%	$43.71	+13.6%	CL C CAP STK	98954M200
AIG	AMERICAN INTL GROUP INC	1,721,000	$53,661	21.0%	$24.38	0.0%	COM NEW	026874784
AGCO	AGCO CORP	582,434	$32,302	12.6%	$43.57	0.0%	COM	001084102
—	TWITTER INC	875,000	$26,066	10.2%	$29.79	—	COM	90184L102