13F HOLDINGS REPORT
SHAH CAPITAL MANAGEMENT
Quarter ended Q4 2024 · Filed January 22, 2025 · Accession 0001398344-25-000895
Total Value
$495.9M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VEON LTD | VEON | 4,943,890 | $198.2M | 39.98% |
| 2 | NOVAVAX INC | NVAX | 11,148,846 | $89.6M | 18.08% |
| 3 | CHINA YUCHAI INTL LTD | G21082105 | 4,345,471 | $41.4M | 8.35% |
| 4 | EMEREN GROUP LTD | 75971T301 | 18,818,236 | $38.2M | 7.70% |
| 5 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 308,558 | $19.8M | 3.99% |
| 6 | CANADIAN SOLAR INC | CSIQ | 1,745,546 | $19.4M | 3.91% |
| 7 | BAIDU INC | BAIDF | 164,656 | $13.9M | 2.80% |
| 8 | VANGUARD SCOTTSDALE FDS | 92206C102 | 237,752 | $13.8M | 2.79% |
| 9 | GENWORTH FINL INC | 37247D106 | 1,887,170 | $13.2M | 2.66% |
| 10 | ANTERO MIDSTREAM CORP | AM | 789,397 | $11.9M | 2.40% |
| 11 | PARAMOUNT GLOBAL | 92556H206 | 1,121,000 | $11.7M | 2.36% |
| 12 | GANNETT CO INC | TDAY | 1,800,000 | $9.1M | 1.84% |
| 13 | VALARIS LTD | VAL-WT | 121,600 | $5.4M | 1.08% |
| 14 | CHEER HLDG INC | CHR | 1,614,921 | $4.0M | 0.81% |
| 15 | DOLE PLC | DOLE | 275,890 | $3.7M | 0.75% |
| 16 | ALIBABA GROUP HLDG LTD | BBAAY | 28,279 | $2.4M | 0.48% |