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SHAH CAPITAL MANAGEMENT

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13F filer, CIK 1383838, RALEIGH, NC

SHAH CAPITAL MANAGEMENT reported $526,212,123 across 9 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-26-014600

Period
2026-06-30
Reported value
$526M
Holdings
9
Top 10 weight
100%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VGSHadded+39,334$2.29M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CYDreduced-277,384-$13.2M
VEONreduced-222,919-$11.6M
WOLFexited-508,948-$8.31M
NVAXreduced-679,520-$6.4M
TDAYexited-500,000-$3.52M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001398344-26-014600, largest first. % of portfolio is the value over $526,212,123, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VEONVEON LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,943,890 shares; 2025Q1: 4,942,790 shares; 2025Q2: 4,918,757 shares; 2025Q3: 4,824,421 shares; 2025Q4: 4,895,252 shares; 2026Q1: 4,890,497 shares; 2026Q2: 4,667,578 shares 4,667,578$244M46.31%-222,919Timeline
NVAXNOVAVAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,148,846 shares; 2025Q1: 11,131,846 shares; 2025Q2: 11,511,780 shares; 2025Q3: 11,811,780 shares; 2025Q4: 14,558,780 shares; 2026Q1: 14,845,097 shares; 2026Q2: 14,165,577 shares 14,165,577$133M25.36%-679,520Timeline
CYDCHINA YUCHAI INTL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,345,471 shares; 2025Q1: 3,324,022 shares; 2025Q2: 3,255,185 shares; 2025Q3: 1,672,697 shares; 2025Q4: 1,646,397 shares; 2026Q1: 1,618,441 shares; 2026Q2: 1,341,057 shares 1,341,057$63.6M12.08%-277,384Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 237,752 shares; 2025Q1: 373,988 shares; 2025Q2: 373,988 shares; 2025Q3: 356,528 shares; 2025Q4: 356,178 shares; 2026Q1: 342,990 shares; 2026Q2: 382,324 shares 382,324$22.3M4.23%+39,334Timeline
TROXTRONOX HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400,000 shares; 2025Q4: 3,000,000 shares; 2026Q1: 2,994,154 shares; 2026Q2: 2,570,814 shares 2,570,814$16.2M3.08%-423,340Timeline
CSIQCANADIAN SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,745,546 shares; 2025Q1: 1,906,285 shares; 2025Q2: 1,880,885 shares; 2025Q3: 1,686,285 shares; 2025Q4: 970,000 shares; 2026Q1: 964,557 shares; 2026Q2: 923,716 shares 923,716$14.8M2.81%-40,841Timeline
EDUNEW ORIENTAL ED & TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 308,558 shares; 2025Q1: 306,250 shares; 2025Q2: 305,317 shares; 2025Q3: 304,744 shares; 2025Q4: 304,744 shares; 2026Q1: 303,953 shares; 2026Q2: 294,866 shares 294,866$13.5M2.57%-9,087Timeline
AMANTERO MIDSTREAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 789,397 shares; 2025Q1: 765,565 shares; 2025Q2: 586,000 shares; 2025Q3: 586,000 shares; 2025Q4: 586,000 shares; 2026Q1: 586,000 shares; 2026Q2: 556,830 shares 556,830$12.7M2.41%-29,170Timeline
DOLEDOLE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 275,890 shares; 2025Q1: 271,232 shares; 2025Q2: 271,232 shares; 2025Q3: 275,397 shares; 2025Q4: 461,521 shares; 2026Q1: 458,522 shares; 2026Q2: 440,826 shares 440,826$6.05M1.15%-17,696Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
WOLFWOLFSPEED INC508,948$8.31Mshares
TDAYUSA TODAY CO INC500,000$3.52Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001398344-26-014600 base2026-08-14acceptance time not in the bulk data set