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 TROX
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,252,884 | 2,994,154 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $12,510,000 | 3,000,000 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,608,000 | 400,000 | Shares | Sole | 2025-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||