Turiya Advisors Asia Ltd Quant / Systematic

Location: Hong Kong

CIK: 0001554179 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 13, 2026

Total Value: $496M (100.0% shares, 0.0% debt)

Holdings (5)

NOK NOKIA CORP 29.3%

Value $145M Shares 18,092,100 Est. Cost $8.04 Unrealized —

TSEM TOWER SEMICONDUCTOR LTD 27.1%

Value $134M Shares 766,360 Est. Cost $96.32 Unrealized +33.8%

GEO GEO GROUP INC 15.4%

Value $76.43M Shares 4,546,880 Est. Cost $22.84 Unrealized -29.9%

PSTG EVERPURE INC 15.2%

Value $75.18M Shares 1,273,400 Est. Cost $80.84 Unrealized -12.2%

CLF CLEVELAND-CLIFFS INC NEW 13.0%

Value $64.69M Shares 7,655,711 Est. Cost $12.64 Unrealized +1.7%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NOK	NOKIA CORP	18,092,100	$145M	29.3%	$8.04	—	SPONSORED ADR	654902204
TSEM	TOWER SEMICONDUCTOR LTD	766,360	$134M	27.1%	$96.32	+33.8%	SHS NEW	M87915274
GEO	GEO GROUP INC	4,546,880	$76.43M	15.4%	$22.84	-29.9%	COM	36162J106
PSTG	EVERPURE INC	1,273,400	$75.18M	15.2%	$80.84	-12.2%	CL A	74624M102
CLF	CLEVELAND-CLIFFS INC NEW	7,655,711	$64.69M	13.0%	$12.64	+1.7%	COM	185899101