SHAH CAPITAL MANAGEMENT
CIK 1383838 · Holdings on Mar 31, 2026 · First reported Apr 24, 2026
Top ten holdings
Q1 2026- VEON43.44%
- NVAX23.18%
- CYD11.95%
- TROX5.61%
- VGSH3.85%
- EDU3.30%
- AM2.56%
- CSIQ2.56%
- WOLF1.59%
- DOLE1.26%
Share classes counted separately99.30%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VEONWeight decreased · -6.19 pp49.63% → 43.44%Shares -4.75K (-0.10%)
- NVAXWeight increased · +4.31 pp18.87% → 23.18%Shares +286.32K (+1.97%)
- TROXWeight increased · +3.20 pp2.41% → 5.61%Shares -5.85K (-0.19%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 11
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VEONVEON LTDSPONSORED ADS View history and evidence | $226.43M | 43.44% | 4.89M shares | 49.63% → 43.44%-6.19 pp -4.75K (-0.10%) | Reduced | ↗▾ |
| 02 | NVAXNOVAVAX INCCOM NEW View history and evidence | $120.84M | 23.18% | 14.85M shares | 18.87% → 23.18%+4.31 pp +286.32K (+1.97%) | Added | ↗▾ |
| 03 | CYDCHINA YUCHAI INTL LTD View history and evidence | $62.31M | 11.95% | 1.62M shares | 11.27% → 11.95%+0.68 pp -27.96K (-1.70%) | Reduced | ↗▾ |
| 04 | TROXTRONOX HOLDINGS PLCSHS View history and evidence | $29.25M | 5.61% | 2.99M shares | 2.41% → 5.61%+3.20 pp -5.85K (-0.19%) | Reduced | ↗▾ |
| 05 | VGSHVANGUARD SHORT-TERM TREASURYSHORT TERM TREAS View history and evidence | $20.08M | 3.85% | 342.99K shares | 4.03% → 3.85%-0.18 pp -13.19K (-3.70%) | Reduced | ↗▾ |
| 06 | EDUNEW ORIENTAL EDUCATIO-SP ADRSPON ADR View history and evidence | $17.21M | 3.30% | 303.95K shares | 3.23% → 3.30%+0.07 pp -791 (-0.26%) | Reduced | ↗▾ |
| 07 | AMANTERO MIDSTREAM CORP View history and evidence | $13.36M | 2.56% | 586.00K shares | 2.01% → 2.56%+0.55 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | CSIQCANADIAN SOLAR INC View history and evidence | $13.36M | 2.56% | 964.56K shares | 4.45% → 2.56%-1.89 pp -5.44K (-0.56%) | Reduced | ↗▾ |
| 09 | WOLFWOLFSPEED INCCOMMON STOCK View history and evidence | $8.31M | 1.59% | 508.95K shares | 0.11% → 1.59%+1.48 pp +475.45K (+1419.52%) | Added | ↗▾ |
| 10 | DOLEDOLE PLCORD SHS View history and evidence | $6.55M | 1.26% | 458.52K shares | 1.33% → 1.26%-0.07 pp -3.00K (-0.65%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BIDU BAIDU INC - SPON ADR | Non-derivative | -33,935 | -$4.43M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1383838 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-04-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 521226682
}Take these holdings further.
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