SHAH CAPITAL MANAGEMENT: 13F holdings
CIK 13838382026Q2
| Positions | 9 |
|---|
| Reported value | $526.2m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 9 (-2 vs prior quarter) |
|---|
| Reported value | $526.2m (+1.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VEON VEON LTD | 4,667,578 | $243.7m | 46.3% |
| NVAX NOVAVAX INC | 14,165,577 | $133.4m | 25.4% |
| CHINA YUCHAI INTL LTD | 1,341,057 | $63.6m | 12.1% |
| VGSH VANGUARD SCOTTSDALE FDS | 382,324 | $22.3m | 4.2% |
| TRONOX HOLDINGS PLC | 2,570,814 | $16.2m | 3.1% |
| CSIQ CANADIAN SOLAR INC | 923,716 | $14.8m | 2.8% |
| EDU NEW ORIENTAL ED & TECHNOLOGY | 294,866 | $13.5m | 2.6% |
| AM ANTERO MIDSTREAM CORP | 556,830 | $12.7m | 2.4% |
| DOLE PLC | 440,826 | $6.0m | 1.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1383838")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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