SHAH CAPITAL MANAGEMENT
CIK: 1383838
Exit Positions
0
Holdings (11)
Q3 2026 13F, quarter ended Sep 30, 2026, filed Oct 9, 2026
- VEON
VEON LTD
$343.71M
4.65M sh56.78%-0.4% - NVAX
NOVAVAX INC
$131.6M
12.17M sh21.74%-14.1% - CYD
CHINA YUCHAI INTL LTD
$40.96M
1.32M sh6.77%-1.6% - VGSH
VANGUARD SCOTTSDALE FDS
$32.32M
561,531 sh5.34%+46.9% - EDU
NEW ORIENTAL ED & TECHNOLOGY
$16.18M
291,504 sh2.67%-1.1% - TROX
TRONOX HOLDINGS PLC
$11.52M
2.92M sh1.90%+13.4% - AM
ANTERO MIDSTREAM CORP
$10.52M
521,713 sh1.74%-6.3% - CSIQ
CANADIAN SOLAR INC
$10.48M
909,571 sh1.73%-1.5% - DOLE
DOLE PLC
$5.43M
427,284 sh0.90%-3.1% - ELTX
ELICIO THERAPEUTICS INC
$2.27M
1.25M sh0.38%New - REAX
REAL REMAX GROUP INC
$350K
21,396 sh0.06%New
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 VEON VEON LTD | 4.65M | $343.71M | -0.4% | 56.78% | Q3 2026 |
 NVAX NOVAVAX INC | 12.17M | $131.6M | -14.1% | 21.74% | Q3 2026 |
 CYD CHINA YUCHAI INTL LTD | 1.32M | $40.96M | -1.6% | 6.77% | Q3 2026 |
 VGSH VANGUARD SCOTTSDALE FDS | 561,531 | $32.32M | +46.9% | 5.34% | Q3 2026 |
 EDU NEW ORIENTAL ED & TECHNOLOGY | 291,504 | $16.18M | -1.1% | 2.67% | Q3 2026 |
 TROX TRONOX HOLDINGS PLC | 2.92M | $11.52M | +13.4% | 1.90% | Q3 2026 |
 AM ANTERO MIDSTREAM CORP | 521,713 | $10.52M | -6.3% | 1.74% | Q3 2026 |
 CSIQ CANADIAN SOLAR INC | 909,571 | $10.48M | -1.5% | 1.73% | Q3 2026 |
 DOLE DOLE PLC | 427,284 | $5.43M | -3.1% | 0.90% | Q3 2026 |
 ELTX ELICIO THERAPEUTICS INC | 1.25M | $2.27M | New | 0.38% | Q3 2026 |
 REAX REAL REMAX GROUP INC | 21,396 | $350K | New | 0.06% | Q3 2026 |
1-11 of 11 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About SHAH CAPITAL MANAGEMENT
SHAH CAPITAL MANAGEMENT is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1383838). Signal8 holds 21 13F filings from it. Its SEC filings list North Carolina as its state of incorporation.
Its most recent 13F holdings report covers Q3 2026 (the quarter ended Sep 30, 2026) and was filed on Oct 9, 2026. That report lists 11 securities, not counting options, up from 9 in Q2 2026.
Its five largest reported positions, in order, are VEON LTD (VEON), NOVAVAX INC (NVAX), CHINA YUCHAI INTL LTD (CYD), VANGUARD SCOTTSDALE FDS (VGSH) and NEW ORIENTAL ED & TECHNOLOGY (EDU). The next five are TRONOX HOLDINGS PLC (TROX), ANTERO MIDSTREAM CORP (AM), CANADIAN SOLAR INC (CSIQ), DOLE PLC (DOLE) and ELICIO THERAPEUTICS INC (ELTX).
Recent 13F filings by SHAH CAPITAL MANAGEMENT
- Q3 2026: 13F-HR filed Oct 9, 2026, listing 11 securities.
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 9 securities.
- Q1 2026: 13F-HR filed Apr 24, 2026, listing 11 securities.
- Q4 2025: 13F-HR filed Jan 15, 2026, listing 12 securities.
- Q3 2025: 13F-HR filed Nov 12, 2025, listing 13 securities.
- Q2 2025: 13F-HR filed Jul 23, 2025, listing 14 securities.