SC

SHAH CAPITAL MANAGEMENT

13F
SHAH CAPITAL MANAGEMENT
Last update 2024-10-15 19 Stocks (2 new)
Value $513.00 Mil Turnover 1 %
Countries:
Top Holdings: VEON(29.35%)NVAX(24.16%)CYD(10.42%)SOL(9.87%)EDU(4.58%)
Portfolio Report
Summary Stock Picks Current Portfolio
SHAH CAPITAL MANAGEMENT Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VEON 		VEON Ltd
4,950,027
150579.820
0%
29.350
0%
7.010
+14.42%
+57.87%
2197.301
Telecommunication Services
NVAX 		Novavax Inc
9,815,541
123970.280
+1.59%
24.160
+0.38%
6.130
-17.05%
+96.67%
1511.284
Biotechnology
CYD 		China Yuchai International Ltd
4,216,962
53471.080
-0.10%
10.420
-0.01%
10.320
+21.26%
+33.41%
405.198
Vehicles & Parts
SOL 		Emeren Group Ltd
18,748,862
50621.930
+0.65%
9.870
+0.06%
36.580
+71.90%
-3.66%
134.801
Semiconductors
EDU 		New Oriental Education & Technology Group Inc
309,659
23484.540
-34.63%
4.580
-2.76%
0.190
-4.26%
-14.73%
10256.318
Education
GNW 		Genworth Financial Inc
2,835,417
19422.610
-5.13%
3.790
-0.20%
0.660
+6.49%
-1.80%
2834.114
Insurance
BIDU 		Baidu Inc
165,000
17372.850
0%
3.390
0%
0.050
+11.52%
-22.85%
32217.722
Interactive Media
VGSH 		Vanguard Short-Term Government Bond ETF
242,357
14303.910
0%
2.790
0%
0.070
-0.72%
-0.14%
19917.096
 
AM 		Antero Midstream Corp
794,138
11951.780
-0.11%
2.330
0%
0.170
+10.71%
+24.34%
7032.144
Oil & Gas
PARA 		Paramount Global
1,121,000
11905.020
0%
2.320
0%
0.170
+5.82%
-23.96%
7829.789
Media - Diversified

SHAH CAPITAL MANAGEMENT's Historical Top Holdings Breakdowns

SHAH CAPITAL MANAGEMENT's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EDU 		New Oriental Education & Technology Group Inc2024-09-30Reduce
-2.76%
●
59.17 ($68.49) 82.38
$61.87
-9.67%
Reduce -34.63%
309,659
-164,023
VAL 		Valaris Ltd2024-09-30Reduce
-2.18%
●
53.76 ($65.5) 79.98
$49.30
-24.73%
Reduce -52.57%
122,118
-135,340
CSIQ 		Canadian Solar Inc2024-09-30New Buy
+0.62%
●
11.9 ($14.61) 17.41
$16.33
11.77%
New holding
188,582
188,582
NVAX 		Novavax Inc2024-09-30Add
+0.38%
●
10.71 ($12.91) 17.11
$9.44
-26.88%
Add 1.59%
9,815,541
153,451
WOLF 		Wolfspeed Inc2024-09-30New Buy
+0.38%
●
7.59 ($14.72) 24.99
$12.87
-12.57%
New holding
200,000
200,000
GNW 		Genworth Financial Inc2024-09-30Reduce
-0.20%
●
5.95 ($6.58) 6.98
$6.56
-0.30%
Reduce -5.13%
2,835,417
-153,169
DOLE 		Dole PLC2024-09-30Reduce
-0.07%
●
12.17 ($14.94) 17.12
$16.39
9.71%
Reduce -8.42%
278,146
-25,574
SOL 		Emeren Group Ltd2024-09-30Add
+0.06%
●
1.49 ($1.86) 2.7
$2.63
41.40%
Add 0.65%
18,748,862
120,554
CYD 		China Yuchai International Ltd2024-09-30Reduce
-0.01%
●
8.99 ($10.54) 12.79
$10.80
2.47%
Reduce -0.1%
4,216,962
-4,190
AM 		Antero Midstream Corp2024-09-30Reduce
0%
●
13.39 ($14.57) 15.16
$14.61
0.27%
Reduce -0.11%
794,138
-900

SHAH CAPITAL MANAGEMENT Total Holding History ($B)

To

SHAH CAPITAL MANAGEMENT's Asset Allocation

To

SHAH CAPITAL MANAGEMENT Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SHAH CAPITAL MANAGEMENT's Hypothetical Growth since 2024-09-30

SHAH CAPITAL MANAGEMENT's Yearly Returns

Year Portfolio % % Excess Gain %

SHAH CAPITAL MANAGEMENT's Holdings Heat Map

Size field:

SHAH CAPITAL MANAGEMENT's Holdings Bubble Chart

SHAH CAPITAL MANAGEMENT News

  • 1

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