13F HOLDINGS REPORT
SHAH CAPITAL MANAGEMENT
Quarter ended Q2 2024 · Filed August 12, 2024 · Accession 0001398344-24-014293
Total Value
$462.3M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VEON LTD | VEON | 4,950,027 | $128.4M | 27.77% |
| 2 | NOVAVAX INC | NVAX | 9,662,090 | $122.3M | 26.46% |
| 3 | CHINA YUCHAI INTL LTD | G21082105 | 4,221,152 | $38.4M | 8.31% |
| 4 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 473,682 | $36.8M | 7.96% |
| 5 | EMEREN GROUP LTD | 75971T301 | 18,628,308 | $27.9M | 6.04% |
| 6 | VALARIS LTD | VAL-WT | 257,458 | $19.2M | 4.15% |
| 7 | GENWORTH FINL INC | 37247D106 | 2,988,586 | $18.1M | 3.90% |
| 8 | BAIDU INC | BAIDF | 165,000 | $14.3M | 3.09% |
| 9 | VANGUARD SCOTTSDALE FDS | 92206C102 | 242,357 | $14.1M | 3.04% |
| 10 | ANTERO MIDSTREAM CORP | AM | 795,038 | $11.7M | 2.53% |
| 11 | PARAMOUNT GLOBAL | 92556H206 | 1,121,000 | $11.6M | 2.52% |
| 12 | GANNETT CO INC | TDAY | 1,800,000 | $8.3M | 1.79% |
| 13 | DOLE PLC | DOLE | 303,720 | $3.7M | 0.80% |
| 14 | CHEER HLDG INC | CHR | 1,302,400 | $3.3M | 0.72% |
| 15 | ALIBABA GROUP HLDG LTD | BBAAY | 28,985 | $2.1M | 0.45% |
| 16 | ISHARES TR | 464287184 | 79,651 | $2.1M | 0.45% |
| 17 | YANDEX N V | NBIS | 17,000 | $0 | 0.00% |