DOSSIER · 13F-HR · Q1 2026

SHAH CAPITAL MANAGEMENT

SHAH's pension fund based in Greenwich, CT $521M in tracked AUM across 11 positions as of Q1 2026.

S
SHAH·Greenwich, CT·Pension Fund
CIK 0001383838 · last filed Mar 31, 2026
Total AUM
$521M
7.9%
vs prior
Holdings
11
positions
Whale Score
75
75
strong
Activity
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Based on the SEC 13F filing data provided for Shah Capital Management for the period ending December 31, 2025, here is a comprehensive analysis.

1. Portfolio Overview

Shah Capital Management manages a highly concentrated portfolio totaling approximately $518.51 million across just 12 holdings. The firm witnessed significant growth during the quarter, with the total portfolio value increasing by 25.3% from $413.94 million in the previous quarter. This performance substantially outpaced gene...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VEON
VEON LTD
$226M4.9M43.4%
02
NVAX
NOVAVAX INC
$121M14.8M23.2%
03
G21082105
CHINA YUCHAI INTL LTD
$62M1.6M12.0%
04
G9087Q102
TRONOX HOLDINGS PLC
$29M3.0M5.6%
05
VGSH
VANGUARD SCOTTSDALE FDS
$20M343K3.9%
06
EDU
NEW ORIENTAL ED & TECHNOLOGY
$17M304K3.3%
07
AM
ANTERO MIDSTREAM CORP
$13M586K2.6%
08
CSIQ
CANADIAN SOLAR INC
$13M965K2.6%
09
WOLF
WOLFSPEED INC
$8M509K1.6%
10
G27907107
DOLE PLC
$7M459K1.3%

Filing history

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