Turiya Advisors Asia as of Sept. 30, 2013
Portfolio Holdings for Turiya Advisors Asia
Turiya Advisors Asia holds 9 positions in its portfolio as reported in the September 2013 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Micron Technology (MU) | 20.0 | $209M | 12M | 17.47 | |
| Level 3 Communications | 13.3 | $139M | 5.2M | 26.69 | |
| Delta Air Lines (DAL) | 13.1 | $137M | 5.8M | 23.59 | |
| SK Tele | 13.1 | $136M | 6.0M | 22.70 | |
| American Intl | 10.1 | $105M | 2.2M | 48.63 | |
| Fluor Corporation (FLR) | 9.6 | $101M | 1.4M | 70.96 | |
| Western Digital (WDC) | 8.9 | $93M | 1.5M | 63.40 | |
| New Oriental Education & Tech | 7.6 | $80M | 3.2M | 24.90 | |
| Infinera (INFN) | 4.3 | $45M | 4.0M | 11.31 |
