SHAH CAPITAL MANAGEMENT
Top Portfolio Positions
10 positions ·
$501,148,044 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| VEON |
VEON Ltd.
Communication Services
|
4,890,497 | $226,430,011 | 45.18% | |
| NVAX |
Novavax Inc
Healthcare
|
14,845,097 | $120,839,089 | 24.11% | |
| CYD |
China Yuchai International Ltd
Consumer Cyclical
|
1,618,441 | $62,309,978 | 12.43% | |
| TROX |
Tronox Holdings plc
Basic Materials
|
2,994,154 | $29,252,884 | 5.84% | |
| EDU |
New Oriental Education & Technology Group Inc.
Consumer Defensive
|
303,953 | $17,212,858 | 3.43% | |
| AM |
Antero Midstream Corp
Energy
|
586,000 | $13,360,800 | 2.67% | |
| CSIQ |
Canadian Solar Inc.
Technology
|
964,557 | $13,359,114 | 2.67% | |
| WOLF |
Wolfspeed, Inc.
Technology
|
508,948 | $8,306,031 | 1.66% | |
| DOLE |
Dole plc
Consumer Defensive
|
458,522 | $6,552,279 | 1.31% | |
| TDAY |
USA TODAY Co., Inc.
Communication Services
|
500,000 | $3,525,000 | 0.70% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DOLE
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,552,279 | 458,522 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,918,199 | 461,521 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,701,335 | 275,397 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,794,535 | 271,232 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,919,302 | 271,232 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,735,550 | 275,890 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,530,998 | 278,146 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,717,532 | 303,720 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,653,097 | 306,211 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,773,828 | 307,065 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,555,812 | 307,065 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,206,132 | 385,069 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $4,520,710 | 385,069 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,728,634 | 386,387 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,820,625 | 386,387 | Shares | Sole | 2022-10-27 | |
| No 13F history on record for this holder in this stock. | ||||||