13F HOLDINGS REPORT
SHAH CAPITAL MANAGEMENT
Quarter ended Q3 2023 · Filed July 12, 2023 · Accession 0001383838-23-000007
Total Value
$388,658
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEW ORIENTAL EDUCATIO-SP | NWOEF | 1,833,832 | $72,418 | 18.63% |
| 2 | VEON LTD | 92719A106 | 3,529,230 | $72,137 | 18.56% |
| 3 | EMEREN GROUP LTD | 75971T103 | 16,471,803 | $62,428 | 16.06% |
| 4 | CHINA YUCHAI INTL LTD | G21082105 | 4,091,436 | $42,960 | 11.05% |
| 5 | NOVAVAX INC | NVAX | 5,480,756 | $40,722 | 10.48% |
| 6 | ANTERO MIDSTREAM CORP | AM | 2,100,646 | $24,367 | 6.27% |
| 7 | GENWORTH FINANCIAL INC | 37247D106 | 4,723,917 | $23,619 | 6.08% |
| 8 | VALARIS PLC | VAL-WT | 258,927 | $16,294 | 4.19% |
| 9 | VANGUARD SHORT TERM TREAS | 92206C102 | 206,223 | $11,905 | 3.06% |
| 10 | ANTERO RESOURCES CORP | AR | 400,000 | $9,212 | 2.37% |
| 11 | DOLE PLC | DOLE | 385,069 | $5,206 | 1.34% |
| 12 | GANNET CO INC | TDAY | 2,100,000 | $4,725 | 1.22% |
| 13 | ISHARES TRUST CHINA LG-CAP ETF | 464287184 | 82,039 | $2,230 | 0.57% |
| 14 | LIFEMD INC | LFMDP | 100,000 | $435 | 0.11% |