13F HOLDINGS REPORT
Turiya Advisors Asia Ltd
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000919574-23-006186
Total Value
$238.9M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AGCO CORP | AGCO | 907,301 | $107.3M | 44.93% |
| 2 | ADVANCED MICRO DEVICES INC | AMD | 533,000 | $54.8M | 22.94% |
| 3 | PHILIP MORRIS INTL INC | 718172109 | 505,000 | $46.8M | 19.57% |
| 4 | PETROLEO BRASILEIRO SA PETRO | 71654V408 | 2,000,000 | $30.0M | 12.55% |