SC

SHAH CAPITAL MANAGEMENT

13F
SHAH CAPITAL MANAGEMENT
Last update 2025-05-14 17 Stocks (2 new)
Value $490.00 Mil Turnover 4 %
Countries:
Top Holdings: VEON(44.03%)NVAX(14.58%)CYD(11.54%)SOL(6.03%)VGSH(4.48%)
Summary Stock Picks Current Portfolio
SHAH CAPITAL MANAGEMENT Top Holdings of 2025-03-31 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
4,942,790
215,555.1
-0.02%
44.030
-0.01%
7.000
+1.78%
+8.13%
3,039.5
Telecommunication Services
NVAX
Novavax Inc
11,131,846
71,355.1
-0.15%
14.580
-0.03%
6.870
+21.43%
-15.42%
1,101.4
Biotechnology
CYD
China Yuchai International Ltd
3,324,022
56,475.1
-23.51%
11.540
-1.96%
8.860
+58.67%
+163.07%
919.2
Vehicles & Parts
SOL
Emeren Group Ltd
18,818,236
29,544.6
0%
6.030
0%
36.670
+21.66%
-5.91%
98.0
Semiconductors
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
373,988
21,949.4
+57.30%
4.480
+1.63%
0.100
+0.57%
+2.54%
23,030.4
 
CSIQ
Canadian Solar Inc
1,906,285
16,489.4
+9.21%
3.370
+0.28%
2.850
+48.17%
+12.59%
838.5
Semiconductors
PARA
Paramount Global
1,340,173
16,028.5
+19.55%
3.270
+0.53%
0.200
+12.84%
+24.38%
9,101.2
Media - Diversified
EDU
New Oriental Education & Technology Group Inc
New Oriental Education & Technology Group Inc
306,250
14,641.8
-0.75%
2.990
-0.03%
0.190
+7.72%
-19.79%
8,457.8
Education
AM
Antero Midstream Corp
765,565
13,780.2
-3.02%
2.810
-0.07%
0.160
+2.15%
+23.41%
8,678.7
Oil & Gas
GNW
Genworth Financial Inc
1,090,743
7,733.4
-42.20%
1.580
-1.12%
0.260
+12.38%
+14.31%
3,311.5
Insurance

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
BIDU
Baidu Inc
2025-03-31
Reduce
Reduce
-2.56%
●
77.43 ($89.77) 102.51
$86.35
-3.81%
Reduce -91.54%
13,935
-150,721
CYD
China Yuchai International Ltd
2025-03-31
Reduce
Reduce
-1.96%
●
9.72 ($15.34) 24.36
$24.50
59.71%
Reduce -23.51%
3,324,022
-1,021,449
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
2025-03-31
Add
Add
+1.63%
●
58.07 ($58.36) 58.69
$58.45
0.15%
Add 57.3%
373,988
136,236
WOLF
Wolfspeed Inc
2025-03-31
New Buy
New Buy
+1.35%
●
2.59 ($5.85) 7.48
$1.18
-79.83%
New holding
2,152,225
2,152,225
GNW
Genworth Financial Inc
2025-03-31
Reduce
Reduce
-1.12%
●
6.44 ($6.95) 7.42
$7.99
14.96%
Reduce -42.2%
1,090,743
-796,427
PARA
Paramount Global
2025-03-31
Add
Add
+0.53%
●
10.16 ($11.18) 12.14
$12.90
15.38%
Add 19.55%
1,340,173
219,173
BABA
Alibaba Group Holding Ltd
2025-03-31
Sold Out
Sold Out
-0.48%
●
80.53 ($115.31) 147.57
$108.70
-5.73%
Sold Out
0
-28,279
XRX
Xerox Holdings Corp
2025-03-31
New Buy
New Buy
+0.41%
●
4.83 ($7.5) 9.84
$5.70
-24.00%
New holding
418,794
418,794
CSIQ
Canadian Solar Inc
2025-03-31
Add
Add
+0.28%
●
8.65 ($10.53) 13.29
$12.52
18.90%
Add 9.21%
1,906,285
160,739
AM
Antero Midstream Corp
2025-03-31
Reduce
Reduce
-0.07%
●
15.47 ($16.56) 18.04
$18.11
9.36%
Reduce -3.02%
765,565
-23,832

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 2025-03-31

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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