Turiya Advisors Asia as of March 31, 2014
Portfolio Holdings for Turiya Advisors Asia
Turiya Advisors Asia holds 8 positions in its portfolio as reported in the March 2014 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Level 3 Communications | 23.3 | $247M | 6.3M | 39.14 | |
| Micron Technology (MU) | 20.2 | $215M | 9.1M | 23.66 | |
| Western Digital (WDC) | 17.0 | $181M | 2.0M | 91.82 | |
| SK Tele | 15.8 | $167M | 7.4M | 22.57 | |
| Johnson Controls | 10.3 | $110M | 2.3M | 47.32 | |
| New Oriental Education & Tech | 10.2 | $108M | 3.7M | 29.35 | |
| Applied Materials (AMAT) | 2.4 | $26M | 1.3M | 20.42 | |
| Infinera (INFN) | 0.8 | $8.8M | 965k | 9.08 |
