Shah Capital Management — Q3 2014 13F Holdings

Name: Shah Capital Management — 13F Holdings, Q3 2014
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001383838

Total reported value

$521.2M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	CYD	China Yuchai International Limited	Stock-Other	41.89%	+0.68%	+3.04%
2	✓	Utstarcom INC	Stock-Other	30.13%	—	+4.55%
3	✓	Trina Solar Ltd-spon Adr	Stock-Other	5.50%	—	-0.49%
4	CDE	Coeur Mining INC	Stock-Materials	4.57%	—	-0.42%
5	✓	Renesola LTD	Stock-Other	4.41%	—	+1.74%
6	MCP 5.5 03-01-14 A	Molycorp INC	Stock-Other	3.47%	—	+360.66%
7	✓	China Xiniya Fashion LTD	Stock-Other	3.32%	—	+18.77%
8	✓	Corinthian Colleges Inc	Stock-Other	1.86%	—	+30.39%
9	PBR	Petroleo Brasileiro-spon Adr	Stock-Energy	1.61%	—	-1.59%
10	MT	ArcelorMittal S.A.	Stock-Other	1.10%	—	-1.71%
11	✓	Yingli Green Energy Hldg Co	Stock-Other	0.88%	—	-1.54%
12	✓	Anglogold Ashanti LTD	Stock-Other	0.66%	—	-1.50%
13	CSIQ	Canadian Solar INC	Stock-Other	0.61%	-1.89%	-91.76%

Position changes disclosed by Shah Capital Management for the quarter ending Q3 2014, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	✓	Utstarcom INC	+7.9%	+4.55%	Add
2	CYD	China Yuchai International Limited	+5%	+3.04%	Add
3	MCP 5.5 03-01-14 A	Molycorp INC	+2.2%	+360.66%	Add
4	✓	Renesola LTD	+1%	+1.74%	Add
5	✓	Trina Solar Ltd-spon Adr	+0.8%	-0.49%	Trim
6	PBR	Petroleo Brasileiro-spon Adr	+0.3%	-1.59%	Trim
7	✓	China Xiniya Fashion LTD	+0.2%	+18.77%	Add
8	MT	ArcelorMittal S.A.	+0.1%	-1.71%	Trim
9	✓	Corinthian Colleges Inc	+0.1%	+30.39%	Add
10	✓	Yingli Green Energy Hldg Co	0%	-1.54%	Trim
11	✓	Anglogold Ashanti LTD	-0.1%	-1.50%	Trim
12	CDE	Coeur Mining INC	-2.2%	-0.42%	Trim
13	CSIQ	Canadian Solar INC	-4.6%	-91.76%	Trim
14	✓	Chiquita Brands Intl INC	—	EXIT	Sold out
15	ANRZQEUR	Alpha Natural Resources INC	—	EXIT	Sold out