Himanshu H. Shah

Shah Capital Management as of June 30, 2023

Portfolio Holdings for Shah Capital Management

Shah Capital Management holds 14 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
New Oriental Educatio-sp Adr 18.6 $72M 1.8M 39.49
Veon Ads 18.6 $72M 3.5M 20.44
Emeren Group Adr 16.1 $62M 17M 3.79
China Yuchai Intl (CYD) 11.1 $43M 4.1M 10.50
Novavax (NVAX) 10.5 $41M 5.5M 7.43
Antero Midstream Corp antero midstream (AM) 6.3 $24M 2.1M 11.60
Genworth Financial (GNW) 6.1 $24M 4.7M 5.00
Valaris (VAL) 4.2 $16M 259k 62.93
Vanguard Short Term Treas Etf (VGSH) 3.1 $12M 206k 57.73
Antero Res (AR) 2.4 $9.2M 400k 23.03
Dole (DOLE) 1.3 $5.2M 385k 13.52
Gannett (GCI) 1.2 $4.7M 2.1M 2.25
Ishares Trust China Lg-cap Etf Etf (FXI) 0.6 $2.2M 82k 27.18
Lifemd (LFMD) 0.1 $435k 100k 4.35