13F HOLDINGS REPORT
SHAH CAPITAL MANAGEMENT
Quarter ended Q2 2023 · Filed May 8, 2023 · Accession 0001383838-23-000003
Total Value
$343,668
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEW ORIENTAL EDUCATIO-SP | NWOEF | 1,842,149 | $71,125 | 20.70% |
| 2 | VEON LTD | 92719A106 | 3,506,799 | $62,140 | 18.08% |
| 3 | EMEREN GROUP LTD | 75971T103 | 16,065,003 | $41,439 | 12.06% |
| 4 | CHINA YUCHAI INTL LTD | G21082105 | 4,111,308 | $32,438 | 9.44% |
| 5 | NOVAVAX INC | NVAX | 4,251,076 | $29,459 | 8.57% |
| 6 | GENWORTH FINANCIAL INC | 37247D106 | 5,123,917 | $25,722 | 7.48% |
| 7 | ANTERO MIDSTREAM CORP | AM | 2,100,646 | $22,035 | 6.41% |
| 8 | VALARIS PLC | VAL-WT | 258,927 | $16,845 | 4.90% |
| 9 | VANGUARD SHORT TERM TREAS | 92206C102 | 206,223 | $12,072 | 3.51% |
| 10 | US NATURAL GAS FUND LP | UNTCW | 1,405,000 | $9,750 | 2.84% |
| 11 | ANTERO RESOURCES CORP | AR | 400,000 | $9,236 | 2.69% |
| 12 | DOLE PLC | DOLE | 385,069 | $4,520 | 1.32% |
| 13 | GANNET CO INC | TDAY | 1,540,000 | $2,879 | 0.84% |
| 14 | ISHARES TRUST CHINA LG-CAP ETF | 464287184 | 82,039 | $2,422 | 0.70% |
| 15 | LIFEMD INC | LFMDP | 558,879 | $950 | 0.28% |
| 16 | TUPPERWARE BRANDS CORP | 899896104 | 254,589 | $636 | 0.19% |