Turiya Advisors Asia Ltd Buys Vale SA, The Stars Group Inc, Boeing Co, Sells Pure Storage Inc, Philip Morris International Inc, Weibo Corp

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May 06, 2020
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Investment company Turiya Advisors Asia Ltd (Current Portfolio) buys Vale SA, The Stars Group Inc, Boeing Co, Apple Inc, Micron Technology Inc, sells Pure Storage Inc, Philip Morris International Inc, Weibo Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Turiya Advisors Asia Ltd. As of 2020Q1, Turiya Advisors Asia Ltd owns 8 stocks with a total value of $243 million. These are the details of the buys and sells.

For the details of Turiya Advisors Asia Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/turiya+advisors+asia+ltd/current-portfolio/portfolio

These are the top 5 holdings of Turiya Advisors Asia Ltd
  1. Vale SA (VALE) - 9,495,200 shares, 32.44% of the total portfolio. New Position
  2. The Stars Group Inc (TSG) - 1,903,521 shares, 16.02% of the total portfolio. New Position
  3. Boeing Co (BA) - 239,000 shares, 14.69% of the total portfolio. New Position
  4. Canopy Growth Corp (CGC) - 1,419,100 shares, 8.43% of the total portfolio. Shares added by 101.18%
  5. Apple Inc (AAPL) - 79,300 shares, 8.31% of the total portfolio. New Position
New Purchase: Vale SA (VALE)

Turiya Advisors Asia Ltd initiated holding in Vale SA. The purchase prices were between $6.58 and $13.63, with an estimated average price of $10.98. The stock is now traded at around $7.81. The impact to a portfolio due to this purchase was 32.44%. The holding were 9,495,200 shares as of .

New Purchase: The Stars Group Inc (TSG)

Turiya Advisors Asia Ltd initiated holding in The Stars Group Inc. The purchase prices were between $12.18 and $26.54, with an estimated average price of $22.61. The stock is now traded at around $27.31. The impact to a portfolio due to this purchase was 16.02%. The holding were 1,903,521 shares as of .

New Purchase: Boeing Co (BA)

Turiya Advisors Asia Ltd initiated holding in Boeing Co. The purchase prices were between $95.01 and $347.45, with an estimated average price of $276.34. The stock is now traded at around $125.40. The impact to a portfolio due to this purchase was 14.69%. The holding were 239,000 shares as of .

New Purchase: Apple Inc (AAPL)

Turiya Advisors Asia Ltd initiated holding in Apple Inc. The purchase prices were between $224.37 and $327.2, with an estimated average price of $295.01. The stock is now traded at around $297.56. The impact to a portfolio due to this purchase was 8.31%. The holding were 79,300 shares as of .

New Purchase: Micron Technology Inc (MU)

Turiya Advisors Asia Ltd initiated holding in Micron Technology Inc. The purchase prices were between $34.47 and $59.99, with an estimated average price of $52.21. The stock is now traded at around $45.41. The impact to a portfolio due to this purchase was 6.94%. The holding were 400,300 shares as of .

Added: Canopy Growth Corp (CGC)

Turiya Advisors Asia Ltd added to a holding in Canopy Growth Corp by 101.18%. The purchase prices were between $9.73 and $24.9, with an estimated average price of $18.96. The stock is now traded at around $15.76. The impact to a portfolio due to this purchase was 4.24%. The holding were 1,419,100 shares as of .

Added: Cronos Group Inc (CRON)

Turiya Advisors Asia Ltd added to a holding in Cronos Group Inc by 28.56%. The purchase prices were between $4.52 and $8.55, with an estimated average price of $6.7. The stock is now traded at around $5.74. The impact to a portfolio due to this purchase was 1.11%. The holding were 2,138,300 shares as of .

Sold Out: Pure Storage Inc (PSTG)

Turiya Advisors Asia Ltd sold out a holding in Pure Storage Inc. The sale prices were between $8.76 and $19.74, with an estimated average price of $16.3.

Sold Out: Philip Morris International Inc (PM)

Turiya Advisors Asia Ltd sold out a holding in Philip Morris International Inc. The sale prices were between $59.98 and $89.64, with an estimated average price of $82.53.

Sold Out: Weibo Corp (WB)

Turiya Advisors Asia Ltd sold out a holding in Weibo Corp. The sale prices were between $30.33 and $51.69, with an estimated average price of $42.51.



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