Turiya Advisors Asia as of June 30, 2012
Portfolio Holdings for Turiya Advisors Asia
Turiya Advisors Asia holds 6 positions in its portfolio as reported in the June 2012 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Virgin Media | 24.1 | $70M | 2.9M | 24.39 | |
| Delta Air Lines (DAL) | 21.6 | $63M | 5.8M | 10.95 | |
| Western Digital (WDC) | 17.9 | $52M | 1.7M | 30.48 | |
| Morgan Stanley (MS) | 16.1 | $47M | 3.2M | 14.59 | |
| Micron Technology (MU) | 13.3 | $39M | 6.2M | 6.31 | |
| Albemarle Corporation (ALB) | 7.0 | $20M | 342k | 59.64 |
