$363 Million is the total value of SHAH CAPITAL MANAGEMENT's 8 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SOL | Sell | RENESOLA LTD-SPONadr | $105,535,000 | -26.3% | 11,597,298 | -0.1% | 29.82% | -24.4% |
| AR | Sell | ANTERO RESOURCES CORP | $82,665,000 | +1.6% | 5,500,000 | -31.1% | 23.36% | +4.2% |
| CYD | Sell | CHINA YUCHAI INTL LTD | $56,388,000 | +2.7% | 3,515,505 | -0.9% | 15.94% | +5.3% |
| GNW | Sell | GENWORTH FINANCIAL INC | $39,085,000 | +11.2% | 10,021,810 | -5.3% | 11.04% | +14.1% |
| VIP | Buy | VEON LTDads | $28,801,000 | +43.4% | 15,738,323 | +38.7% | 8.14% | +47.1% |
| AM | Sell | ANTERO MIDSTREAM CORP | $20,437,000 | +6.7% | 1,967,063 | -7.3% | 5.78% | +9.4% |
| VAL | New | VALARIS PLC | $15,163,000 | – | 525,055 | +100.0% | 4.28% | – |
| TRQ | Sell | TURQUOISE HILL RESOURCES | $5,799,000 | -36.2% | 343,750 | -39.2% | 1.64% | -34.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CHINA YUCHAI INTL LTD | 42 | Q3 2023 | 43.3% |
| RENESOLA LTD-SPON | 41 | Q3 2023 | 41.3% |
| VIMPELCOM LTD SPON | 36 | Q3 2023 | 18.3% |
| GENWORTH FINANCIAL INC | 32 | Q3 2023 | 17.5% |
| DUNXIN FINANCIAL HOLDINGS | 28 | Q1 2020 | 4.2% |
| UTSTARCOM INC | 25 | Q2 2019 | 30.1% |
| ANTERO RESOURCES CORP | 16 | Q3 2023 | 28.0% |
| ANTERO MIDSTREAM CORP | 15 | Q3 2023 | 7.2% |
| AVON PRODUCTS INC | 13 | Q4 2019 | 11.9% |
| COEUR MINING INC | 13 | Q4 2016 | 16.8% |
View SHAH CAPITAL MANAGEMENT's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| GLORY STAR NEW MEDIA GROUP HOLDINGS Ltd | April 21, 2023 | 9,000,000 | 13.2% |
| CHINA YUCHAI INTERNATIONAL LTD | November 16, 2022 | 3,959,447 | 9.7% |
| ReneSola Ltd | September 16, 2022 | 13,693,189 | 22.7% |
| GULFPORT ENERGY CORPSold out | November 03, 2020 | 0 | 0.0% |
| UTSTARCOM HOLDINGS CORP.Sold out | September 06, 2019 | 0 | 0.0% |
| AEGEAN MARINE PETROLEUM NETWORK INC. | June 06, 2018 | 5,548,607 | 14.2% |
| Vitamin Shoppe, Inc. | April 24, 2018 | 4,241,342 | 17.5% |
| China Xiniya Fashion Ltd | January 03, 2018 | 948,952 | 4.6% |
| China Xiniya Fashion Ltd | May 23, 2016 | 5,549,378 | 9.6% |
| CORINTHIAN COLLEGES INC | May 08, 2014 | 7,094,637 | 8.1% |
View SHAH CAPITAL MANAGEMENT's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| SC 13D/A | 2024-04-15 |
| SC 13D | 2024-04-15 |
| 13F-HR | 2024-02-05 |
| SC 13D/A | 2024-01-05 |
| 4 | 2023-12-13 |
| 4 | 2023-12-06 |
| 4 | 2023-11-29 |
| 4 | 2023-11-27 |
| SC 13D/A | 2023-10-31 |
| 13F-HR | 2023-10-11 |
View SHAH CAPITAL MANAGEMENT's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.