Turiya Advisors Asia Ltd

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Turiya Advisors Asia Ltd reported 4 stock positions worth $377.8 million. Its top holding was Alphabet Class A (GOOGL) at 46.4% of the portfolio, followed by Geo (GEO, 30.6%) and Light & Wonder (LNWO, 20.4%). Compared with Q2 2025, it opened 2 new positions, sold out of 2 and added to 2. The biggest buy was a new position in Geo (GEO) and the biggest sale an exit from Everpure Class A (P).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001554179
Portfolio Value
$377.8M (Q3 2025)
SEC Filing
0001554179-25-000007 ↗ filed Nov 12, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $355.8M Q1 2024 Q2 2024: $230.6M Q2 2024 Q3 2024: $152.7M Q3 2024 Q4 2024: $72.6M Q4 2024 Q1 2025: $65.2M Q1 2025 Q2 2025: $241.4M Q2 2025 Q3 2025: $377.8M $377.8M Q3 2025 Q4 2025: $652.9M Q4 2025 Q1 2026: $496.2M Q1 2026 Q2 2026: $439.6M Q2 2026

Holdings 4 stocks · $377.8M
GOOGL Alphabet Inc. Class A 46.42% 721,300 $175.3M Add +18.0%
GEO The Geo Group Inc. 30.62% 5,644,900 $115.7M New
LNWO Light & Wonder Inc. 20.39% 917,577 $77.0M Add +77.0%
CXW Corecivic Inc. 2.58% 479,000 $9.7M New

Portfolio Sells Q2 2025 → Q3 2025
P Everpure Inc. Class A Sold out 0.00% −18.42
CLF Cleveland-Cliffs Inc. Sold out 0.00% −16.30

Portfolio Buys Q2 2025 → Q3 2025
GEO The Geo Group Inc. New 30.62% +30.62
CXW Corecivic Inc. New 2.58% +2.58
GOOGL Alphabet Inc. Class A Add +18.0% 46.42% +1.80
LNWO Light & Wonder Inc. Add +77.0% 20.39% −0.28

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$439.6MNOK, TSEM, GEO
Q1 2026 5$496.2MNOK, TSEM, GEO, P, CLF
Q4 2025 5$652.9MGOOGL, TSEM, CLF, GEO, P
Q3 2025 4$377.8MGOOGL, GEO, LNWO, CXW
Q2 2025 4$241.4MGOOGL, LNWO, P, CLF
Q1 2025 1$65.2MGOOGL
Q4 2024 2$72.6MBEKE, X
Q3 2024 2$152.7MGOOGL, BEKE
Q2 2024 3$230.6MGOOGL, BEKE, P
Q1 2024 5$355.8MAMD, AGCO, P, PBR, BEKE