SHAH CAPITAL MANAGEMENT
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NOVAVAX INC(NVAX) | 0 | 14,845,097 | +14,845,097 | 0 | 120,839,090 | 23.18% | +120,839,090 |
| TRONOX HOLDINGS PLC(TROX) | 0 | 2,994,154 | +2,994,154 | 0 | 29,252,885 | 5.61% | +29,252,885 |
| WOLFSPEED INC(WOLF) | 0 | 508,948 | +508,948 | 0 | 8,306,031 | 1.59% | +8,306,031 |
| CHINA YUCHAI INTL LTD(CYD) | 0 | 1,618,441 | +1,618,441 | 0 | 62,309,979 | 11.95% | +62,309,979 |
| ANTERO MIDSTREAM CORP(AM) | 0 | 586,000 | +586,000 | 0 | 13,360,800 | 2.56% | +13,360,800 |
| NEW ORIENTAL ED & TECHNOLOGY(EDU) | 0 | 303,953 | +303,953 | 0 | 17,212,858 | 3.30% | +17,212,858 |
| DOLE PLC(DOLE) | 0 | 458,522 | +458,522 | 0 | 6,552,279 | 1.26% | +6,552,279 |
| VANGUARD SCOTTSDALE FDS | 0 | 342,990 | +342,990 | 0 | 20,078,635 | 3.85% | +20,078,635 |
| BAIDU INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| USA TODAY CO INC(TDAY) | 0 | 500,000 | +500,000 | 0 | 3,525,000 | 0.68% | +3,525,000 |
| CANADIAN SOLAR INC(CSIQ) | 0 | 964,557 | +964,557 | 0 | 13,359,114 | 2.56% | +13,359,114 |
| VEON LTD(VEON) | 0 | 4,890,497 | +4,890,497 | 0 | 226,430,011 | 43.44% | +226,430,011 |