Turiya Advisors Asia Ltd - Q3 2023 holdings

$239 Million is the total value of Turiya Advisors Asia Ltd's 4 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 200.0% .

 Value Shares↓ Weighting
AGCO SellAGCO CORP$107,315,562
-14.0%
907,301
-4.4%
44.93%
-45.3%
AMD NewADVANCED MICRO DEVICES INC$54,803,060533,000
+100.0%
22.94%
PM NewPHILIP MORRIS INTL INC$46,752,900505,000
+100.0%
19.57%
PBR NewPETROLEO BRASILEIRO SA PETROsponsored adr$29,980,0002,000,000
+100.0%
12.55%
DQ ExitDAQO NEW ENERGY CORPspnsrd ads new$0-685,972
-100.0%
-17.92%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-11-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
AGCO CORP16Q3 2023100.0%
MICRON TECHNOLOGY INC13Q1 202027.9%
WESTERN DIGITAL CORP9Q4 201430.1%
DELTA AIR LINES INC DEL8Q3 201333.3%
LEVEL 3 COMMUNICATIONS INC8Q4 201427.7%
SK TELECOM LTD8Q4 201420.5%
ADVANCED MICRO DEVICES INC7Q3 202340.1%
ZILLOW GROUP INC7Q2 202134.3%
VALE S A6Q2 202135.1%
PHILIP MORRIS INTL INC6Q3 202341.8%

View Turiya Advisors Asia Ltd's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-16
13F-HR2022-02-14
13F-HR2021-11-15

View Turiya Advisors Asia Ltd's complete filings history.

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