Shah Capital Management
9 holdingsFiling period: 2026-06-30Current AUM: $672.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEON | Veon Ltd | 4.67M | $243.7M | $394.4M | 58.65% | -222,919 | 2026-06-30 |
| 2 | NVAX | Novavax Inc | 14.17M | $133.4M | $133.2M | 19.80% | -679,520 | 2026-06-30 |
| 3 | — | China Yuchai Intl Ltd | 1.34M | $63.6M | $63.6M | 9.46% | -277,384 | 2026-06-30 |
| 4 | VGSH | Vanguard Scottsdale Fds | 382.3K | $22.3M | $22.1M | 3.28% | +39.3K | 2026-06-30 |
| 5 | — | Tronox Holdings PLC | 2.57M | $16.2M | $16.2M | 2.41% | -423,340 | 2026-06-30 |
| 6 | CSIQ | Canadian Solar Inc | 923.7K | $14.8M | $8.2M | 1.22% | -40,841 | 2026-06-30 |
| 7 | EDU | New Oriental ED & Technology | 294.9K | $13.5M | $17.2M | 2.56% | -9,087 | 2026-06-30 |
| 8 | AM | Antero Midstream Corp | 556.8K | $12.7M | $11.6M | 1.72% | -29,170 | 2026-06-30 |
| 9 | — | Dole PLC | 440.8K | $6.0M | $6.0M | 0.90% | -17,696 | 2026-06-30 |
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