Turiya Advisors Asia as of June 30, 2014
Portfolio Holdings for Turiya Advisors Asia
Turiya Advisors Asia holds 6 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology (MU) | 27.9 | $287M | 8.7M | 32.95 | |
| Level 3 Communications | 25.7 | $264M | 6.0M | 43.91 | |
| SK Tele | 19.6 | $202M | 7.8M | 25.94 | |
| Johnson Controls | 13.4 | $138M | 2.8M | 49.93 | |
| New Oriental Education & Tech | 9.5 | $98M | 3.7M | 26.57 | |
| Applied Materials (AMAT) | 3.9 | $41M | 1.8M | 22.55 |
