Turiya Advisors Asia Ltd — 13F holdings

Turiya Advisors Asia Ltd reported 3 holdings worth $440M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. NOK NOKIA CORP — $244M (55.4%)
2. TSEM TOWER SEMICONDUCTOR LTD — $117M (26.7%)
3. GEO GEO GROUP INC NEW — $78.5M (17.9%)