本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Turiya Advisors Asia Ltd (CIK 1554179) reported $439.6M across 3 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NOK ($243.6M, 55.43%), TSEM ($117.4M, 26.71%), GEO ($78.5M, 17.86%), CLF ($0, 0.00%), P ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NOK | NOKIA CORP | $243.6M | 55.43% | 18.3M | Added |
| 2 | TSEM | TOWER SEMICONDUCTOR LTD | $117.4M | 26.71% | 450,519 | Trimmed |
| 3 | GEO | GEO GROUP INC | $78.5M | 17.86% | 2.7M | Trimmed |
| 4 | CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | Exited |
| 5 | P | EVERPURE INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30