$355 Million is the total value of Turiya Advisors Asia Ltd's 5 reported holdings in Q3 2012. The portfolio turnover from Q2 2012 to Q3 2012 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WDC | Buy | WESTERN DIGITAL CORP | $107,109,000 | +105.5% | 2,765,518 | +61.7% | 30.15% | +68.8% |
| DAL | Buy | DELTA AIR LINES INC DEL | $87,970,000 | +39.4% | 9,603,700 | +66.6% | 24.76% | +14.5% |
| VMED | Sell | VIRGIN MEDIA INC | $73,098,000 | +4.0% | 2,484,630 | -13.8% | 20.58% | -14.6% |
| MU | Buy | MICRON TECHNOLOGY INC | $46,417,000 | +19.5% | 7,762,006 | +26.1% | 13.06% | -1.8% |
| SINA | New | SINA CORPord | $40,683,000 | – | 628,984 | +100.0% | 11.45% | – |
| ALB | Exit | ALBEMARLE CORP | $0 | – | -342,288 | -100.0% | -6.99% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -3,226,000 | -100.0% | -16.13% | – |
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 | 18 | Q1 2024 | 100.0% |
| MICRON TECHNOLOGY INC | 13 | Q1 2020 | 27.9% |
| ADVANCED MICRO DEVICES INC | 9 | Q1 2024 | 40.1% |
| 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% |
| PURE STORAGE INC | 7 | Q2 2024 | 41.0% |
| ZILLOW GROUP INC | 7 | Q2 2021 | 34.3% |
| PHILIP MORRIS INTL INC | 7 | Q4 2023 | 41.8% |
View Turiya Advisors Asia Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-12 |
| 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 |
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.