Portfolio (Quarterly) Guide ↗

Turiya Advisors Asia Ltd

· CIK 0001554179

13F Portfolio $440M AUM 3 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 1 Added 2 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PSTG	EVERPURE INC	—	1,273,400	$75.2M	15.15%	SOLD
2	CLF	CLEVELAND-CLIFFS INC NEW	Basic Materials	7,655,711	$64.7M	13.04%	SOLD

Sector Allocation

Technology 82.1%

Industrials 17.9%