Turiya Advisors Asia as of Dec. 31, 2013
Portfolio Holdings for Turiya Advisors Asia
Turiya Advisors Asia holds 8 positions in its portfolio as reported in the December 2013 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Western Digital (WDC) | 18.4 | $210M | 2.5M | 83.90 | |
| Level 3 Communications | 18.4 | $210M | 6.3M | 33.17 | |
| Micron Technology (MU) | 15.4 | $176M | 8.1M | 21.76 | |
| SK Tele | 14.6 | $166M | 6.7M | 24.62 | |
| Fluor Corporation (FLR) | 10.6 | $121M | 1.5M | 80.29 | |
| New Oriental Education & Tech | 9.5 | $109M | 3.4M | 31.50 | |
| SanDisk Corporation | 9.4 | $108M | 1.5M | 70.54 | |
| Infinera (INFN) | 3.7 | $42M | 4.3M | 9.78 |
