Turiya Advisors Asia

Turiya Advisors Asia as of March 31, 2013

Portfolio Holdings for Turiya Advisors Asia

Turiya Advisors Asia holds 8 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Micron Technology (MU) 25.8 $168M 17M 9.98
SK Tele 15.7 $103M 5.7M 17.87
Delta Air Lines (DAL) 15.6 $102M 6.2M 16.51
American Intl 12.9 $84M 2.2M 38.82
Fluor Corporation (FLR) 11.7 $76M 1.1M 66.33
BlackRock (BLK) 7.9 $52M 201k 256.88
Level 3 Communications 6.9 $45M 2.2M 20.29
Foster Wheeler Ltd Com Stk 3.6 $24M 1.0M 22.85