Turiya Advisors Asia Ltd Portfolio Stock Holdings

According to the SEC 13F filed on August 12, 2026, Turiya Advisors Asia Ltd disclosed 3 stock positions valued at approximately $439.56M as of quarter-end June 30, 2026. The largest holdings include NOKIA CORP, TOWER SEMICONDUCTOR LTD, and GEO GROUP INC.

Report Period
June 30, 2026
No. of Stocks
3
Portfolio Value
$439.56M
Holdings by Sector
Turiya Advisors Asia Ltd Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NOKIA CORPNOKTechnology55.43%18,346,200+254,100+1.40%$243,637,536
TOWER SEMICONDUCTOR LTDTSEMOther26.71%450,519-315,841-41.21%$117,423,272
GEO GROUP INCGEOIndustrials17.86%2,656,580-1,890,300-41.57%$78,501,939
Showing 3 of 3 holdings in the latest reporting period.