Turiya Advisors Asia Ltd

Est. AUM

$496.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NOKIA CORP	SPONSORED ADR	$145.5M	18092100	29.31%	SOLE
2	TOWER SEMICONDUCTOR LTD	SHS NEW	$134.5M	766360	27.10%	SOLE
3	GEO GROUP INC	COM	$76.4M	4546880	15.40%	SOLE
4	EVERPURE INC	CL A	$75.2M	1273400	15.15%	SOLE
5	CLEVELAND-CLIFFS INC NEW	COM	$64.7M	7655711	13.04%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.