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Institutional Investment Manager
Turiya Advisors Asia Ltd
Turiya Advisors Asia Ltd (CIK: 0001554179), located at Suite 1501, 15th Floor, Henley Building, Hong Kong, K3. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Portfolio Summary: 5 holdings with a total value of $932,243,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 LEVEL 3 COMM 4,965,967 245,219,000 26.30%
2 MICRON TECHNOLOGY INC 6,820,932 238,801,000 25.62%
3 SK TELECOM LTD 6,872,303 185,621,000 19.91%
4 JOHNSON CTLS INTL PLC 3,038,709 146,891,000 15.76%
5 WESTERN DIGITAL CORP 1,045,269 115,711,000 12.41%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-001508, filed 2015.07.27).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.