$298 Million is the total value of Turiya Advisors Asia Ltd's 7 reported holdings in Q1 2012. The portfolio turnover from Q4 2011 to Q1 2012 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VMED | Buy | VIRGIN MEDIA INC | $65,703,000 | +1180.5% | 2,630,230 | +995.9% | 22.08% | +455.7% |
| ALB | Buy | ALBEMARLE CORP | $55,501,000 | +95.1% | 868,288 | +57.2% | 18.65% | -15.3% |
| NYX | Buy | NYSE EURONEXT | $50,736,000 | +53.7% | 1,690,637 | +33.7% | 17.05% | -33.3% |
| DAL | Buy | DELTA AIR LINES INC DEL | $46,257,000 | +72.9% | 4,667,700 | +41.1% | 15.55% | -25.0% |
| WDC | Buy | WESTERN DIGITAL CORP | $40,558,000 | +501.1% | 979,897 | +349.5% | 13.63% | +160.9% |
| DELL | New | DELL INC | $19,997,000 | – | 1,205,000 | +100.0% | 6.72% | – |
| MU | New | MICRON TECHNOLOGY INC | $18,780,000 | – | 2,320,000 | +100.0% | 6.31% | – |
| GOOGL | Exit | GOOGLE INCcl a | $0 | – | -44,938 | -100.0% | -22.48% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-08-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AGCO CORP | 16 | Q3 2023 | 100.0% |
| MICRON TECHNOLOGY INC | 13 | Q1 2020 | 27.9% |
| WESTERN DIGITAL CORP | 9 | Q4 2014 | 30.1% |
| DELTA AIR LINES INC DEL | 8 | Q3 2013 | 33.3% |
| LEVEL 3 COMMUNICATIONS INC | 8 | Q4 2014 | 27.7% |
| SK TELECOM LTD | 8 | Q4 2014 | 20.5% |
| ADVANCED MICRO DEVICES INC | 7 | Q3 2023 | 40.1% |
| ZILLOW GROUP INC | 7 | Q2 2021 | 34.3% |
| VALE S A | 6 | Q2 2021 | 35.1% |
| PHILIP MORRIS INTL INC | 6 | Q3 2023 | 41.8% |
View Turiya Advisors Asia Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View Turiya Advisors Asia Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.