Turiya Advisors Asia Ltd Quant / Systematic

Location: Hong Kong

CIK: 0001554179 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 12, 2026

Total Value: $440M (100.0% shares, 0.0% debt)

Holdings (3)

Increased Positions (1)

NOK NOKIA CORP 55.4%

Value $244M (+67.5%) Shares 18,346,200 (+1.4%) Est. Cost $8.11 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NOK	NOKIA CORP	18,346,200 (+1.4%)	$244M (+67.5%)	55.4%	$8.11	—	SPONSORED ADR	654902204

Exited Positions (2)

PSTG EVERPURE INC 17.1%

Value $75.18M Shares 1,273,400 Est. Cost $80.84 Unrealized —

CLF CLEVELAND-CLIFFS INC NEW 14.7%

Value $64.69M Shares 7,655,711 Est. Cost $12.64 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PSTG	EVERPURE INC	1,273,400	$75.18M	17.1%	$80.84	—	—	74624M102
CLF	CLEVELAND-CLIFFS INC NEW	7,655,711	$64.69M	14.7%	$12.64	—	—	185899101

Decreased Positions (2)

TSEM TOWER SEMICONDUCTOR LTD 26.7%

Value $117M (-12.7%) Shares 450,519 (-41.2%) Est. Cost $96.32 Unrealized —

GEO GEO GROUP INC 17.9%

Value $78.5M (+2.7%) Shares 2,656,580 (-41.6%) Est. Cost $22.84 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TSEM	TOWER SEMICONDUCTOR LTD	450,519 (-41.2%)	$117M (-12.7%)	26.7%	$96.32	—	SHS NEW	M87915274
GEO	GEO GROUP INC	2,656,580 (-41.6%)	$78.5M (+2.7%)	17.9%	$22.84	—	COM	36162J106