13F HOLDINGS REPORT
SHAH CAPITAL MANAGEMENT
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001398344-24-009614
Total Value
$357.4M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VEON LTD | VEON | 4,949,070 | $118.8M | 33.25% |
| 2 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 498,630 | $43.3M | 12.11% |
| 3 | NOVAVAX INC | NVAX | 8,117,827 | $38.8M | 10.86% |
| 4 | EMEREN GROUP LTD | 75971T301 | 18,635,291 | $36.0M | 10.06% |
| 5 | CHINA YUCHAI INTL LTD | G21082105 | 4,192,772 | $35.8M | 10.01% |
| 6 | VALARIS LTD | VAL-WT | 258,529 | $19.5M | 5.44% |
| 7 | GENWORTH FINL INC | 37247D106 | 3,000,000 | $19.3M | 5.40% |
| 8 | VANGUARD SCOTTSDALE FDS | 92206C102 | 247,496 | $14.4M | 4.02% |
| 9 | ANTERO MIDSTREAM CORP | AM | 800,000 | $11.2M | 3.15% |
| 10 | GANNETT CO INC | TDAY | 2,100,000 | $5.1M | 1.43% |
| 11 | DOLE PLC | DOLE | 306,211 | $3.7M | 1.02% |
| 12 | CHEER HLDG INC | CHR | 1,265,558 | $3.2M | 0.89% |
| 13 | UNITED STS NAT GAS FD LP | UNTCW | 214,433 | $3.1M | 0.87% |
| 14 | ALIBABA GROUP HLDG LTD | BBAAY | 29,739 | $2.2M | 0.60% |
| 15 | ISHARES TR | 464287184 | 81,424 | $2.0M | 0.55% |
| 16 | PARAMOUNT GLOBAL | 92556H206 | 100,100 | $1.2M | 0.33% |
| 17 | YANDEX N V | NBIS | 17,000 | $0 | 0.00% |