Turiya Advisors Asia Ltd
Turiya Advisors Asia Ltd reported 3 US-listed holdings worth $439.6 million in its 13F for the quarter ended 30 June 2026, filed 12 August 2026. Its largest: Nokia Corporation (55.4%), Tower Semiconductor Ltd (26.7%) and GEO Group Inc. (17.9%). Against the quarter before, it opened 0 positions, added to 1, trimmed 2 and sold out of 2.
The 3 largest of its 3 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +211.8% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 1
- Nokia Corporation NOK+254,100 shares · +1%
Trimmed 2
- Tower Semiconductor Ltd TSEM-315,841 shares · -41%
- GEO Group Inc. GEO-1.9 million shares · -42%
Sold out of 2
- Everpure, Inc. P$75.2 million last quarter
- Cleveland-Cliffs Inc. CLF$64.7 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Nokia Corporation NOK | 18.3M | $243.6 million | 55.43% | +254.1K |
| Tower Semiconductor Ltd TSEM | 450.5K | $117.4 million | 26.71% | -315.8K |
| GEO Group Inc. GEO | 2.7M | $78.5 million | 17.86% | -1.9M |