SHAH CAPITAL MANAGEMENT
CIK 1383838
13F filing for Q2 2026・No. 3,784
- Holdings
- US$526.21M
- Quarter change
- +US$4.99M
- Entries
- 9
- Net bought (estimate)
- −US$45.38M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 2
- Cut 8
- Added 1
- Corporate actions 0
- Unchanged 0
Largest holdings
9 stocks worth US$526.21M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VEON LTDSPONSORED ADS | Cut | 4,667,578 | US$243.69M | 46.31% |
| NOVAVAX INCCOM NEW | Cut | 14,165,577 | US$133.44M | 25.36% |
| CYDCHINA YUCHAI INTL LTDCOM | Cut | 1,341,057 | US$63.58M | 12.08% |
| VANGUARD SCOTTSDALE FDSSHORT TERM TREAS | Added | 382,324 | US$22.25M | 4.23% |
| TROXTRONOX HOLDINGS PLCSHS | Cut | 2,570,814 | US$16.2M | 3.08% |
| CANADIAN SOLAR INCCOM | Cut | 923,716 | US$14.8M | 2.81% |
| NEW ORIENTAL ED & TECHNOLOGYSPON ADR | Cut | 294,866 | US$13.54M | 2.57% |
| AMANTERO MIDSTREAM CORPCOM | Cut | 556,830 | US$12.67M | 2.41% |
| DOLE PLCORD SHS | Cut | 440,826 | US$6.05M | 1.15% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.