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SHAH CAPITAL MANAGEMENT
Period ended Sep 30, 2026 · Latest filing Oct 9, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $605,336,542
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VEON LTD · SPONSORED ADS · 91822M502 · shares: $343,713,286
- NOVAVAX INC · COM NEW · 670002401 · shares: $131,595,330
- CHINA YUCHAI INTL LTD · COM · G21082105 · shares: $40,961,400
- VANGUARD SCOTTSDALE FDS · SHORT TERM TREAS · 92206C102 · shares: $32,321,724
- NEW ORIENTAL ED & TECHNOLOGY · SPON ADR · 647581206 · shares: $16,175,557
- TRONOX HOLDINGS PLC · SHS · G9087Q102 · shares: $11,517,438
- ANTERO MIDSTREAM CORP · COM · 03676B102 · shares: $10,517,730
- CANADIAN SOLAR INC · COM · 136635109 · shares: $10,478,258
- DOLE PLC · ORD SHS · G27907107 · shares: $5,430,780
- ELICIO THERAPEUTICS INC · COM · 28657F103 · shares: $2,275,000
Reported holdings
11 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VEON LTD | SPONSORED ADS | 91822M502 | — | 4,649,172 shares | $343,713,286 |
| NOVAVAX INC | COM NEW | 670002401 | — | 12,173,481 shares | $131,595,330 |
| CHINA YUCHAI INTL LTD | COM | G21082105 | — | 1,320,058 shares | $40,961,400 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 561,531 shares | $32,321,724 |
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | — | 291,504 shares | $16,175,557 |
| TRONOX HOLDINGS PLC | SHS | G9087Q102 | — | 2,915,807 shares | $11,517,438 |
| ANTERO MIDSTREAM CORP | COM | 03676B102 | — | 521,713 shares | $10,517,730 |
| CANADIAN SOLAR INC | COM | 136635109 | — | 909,571 shares | $10,478,258 |
| DOLE PLC | ORD SHS | G27907107 | — | 427,284 shares | $5,430,780 |
| ELICIO THERAPEUTICS INC | COM | 28657F103 | — | 1,250,000 shares | $2,275,000 |
| REAL REMAX GROUP INC | COM NEW | 776105108 | — | 21,396 shares | $350,039 |