Holders — by stockHoldings — by fund
SHAH CAPITAL MANAGEMENT
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001383838
$526.2M
disclosed book value
9
positions
46.3%
largest position share
Positions, as of 2026-06-30
top 9 of 9 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VEONVEON LTD | 4.7M | $243.7M | 46.3% |
| 2 | NVAXNOVAVAX INC | 14.2M | $133.4M | 25.4% |
| 3 | CHINA YUCHAI INTL LTD | 1.3M | $63.6M | 12.1% |
| 4 | VGSHVANGUARD SCOTTSDALE FDS | 382,324 | $22.3M | 4.2% |
| 5 | TRONOX HOLDINGS PLC | 2.6M | $16.2M | 3.1% |
| 6 | CSIQCANADIAN SOLAR INC | 923,716 | $14.8M | 2.8% |
| 7 | EDUNEW ORIENTAL ED & TECHNOLOGY | 294,866 | $13.5M | 2.6% |
| 8 | AMANTERO MIDSTREAM CORP | 556,830 | $12.7M | 2.4% |
| 9 | DOLE PLC | 440,826 | $6.0M | 1.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.