Vault-13

Turiya Advisors Asia Ltd

HONG KONG, K3 · CIK 1554179 · 13F filing filed 2026-08-12

Exempt reporting adviser since 2012 · other (specify)

As an employer

$439.6m reported value -11.4% vs Q1 2026
3positions
100.0%in top 10
0 new 1 added 2 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 NOKIA CORP SPONSORED ADR NOK NOK 18,346,200 $243.6m55.43% 55.43% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 18.1m, Q2 2026 18.3m +254.1k +254,100 1.4%
2 TOWER SEMICONDUCTOR LTD SHS NEW TSEM TSEM 450,519 $117.4m26.71% 26.71% ReducedShares held: Q3 2025 0, Q4 2025 1.5m, Q1 2026 766.4k, Q2 2026 450.5k -315.8k -315,841 -41.2%
3 GEO GROUP INC NEW COM GEO GEO 2,656,580 $78.5m17.86% 17.86% ReducedShares held: Q3 2025 5.6m, Q4 2025 5.6m, Q1 2026 4.5m, Q2 2026 2.7m -1.9m -1,890,300 -41.6%

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
PURE STORAGE INC P P 1,273,400 $75.2m1.3m shares
CLEVELAND-CLIFFS INC NEW CLF CLF 7,655,711 $64.7m7.7m shares