Turiya Advisors Asia as of June 30, 2013
Portfolio Holdings for Turiya Advisors Asia
Turiya Advisors Asia holds 10 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology (MU) | 23.1 | $200M | 14M | 14.33 | |
| SK Tele | 14.6 | $127M | 6.2M | 20.33 | |
| Delta Air Lines (DAL) | 12.7 | $111M | 5.9M | 18.71 | |
| Level 3 Communications | 11.4 | $99M | 4.7M | 21.08 | |
| American Intl | 11.2 | $97M | 2.2M | 44.70 | |
| Western Digital (WDC) | 10.5 | $91M | 1.5M | 62.09 | |
| Fluor Corporation (FLR) | 7.8 | $68M | 1.1M | 59.31 | |
| Infinera (INFN) | 4.9 | $42M | 4.0M | 10.67 | |
| Foster Wheeler Ltd Com Stk | 2.6 | $23M | 1.0M | 21.71 | |
| New Oriental Education & Tech | 1.2 | $10M | 468k | 22.15 |
