SHAH CAPITAL MANAGEMENT: NEW ORIENTAL ED & TECHNOLOGY (EDU): Quarterly 13F Position History
As of Q1 2026, SHAH CAPITAL MANAGEMENT reported 303,953 shares of NEW ORIENTAL ED & TECHNOLOGY (EDU), worth $17.2M and representing 3.3% of its 13F equity book. Quarter-over-quarter share count change: 791 (-0.3%) . The position first appeared in Q4 2023 and has been disclosed across 10 13F-HR filings in Pactolio's tracked window.
- 303,953Shares Held (Latest Filing)
- $17.2MReported Market Value (Latest Filing)
- 3.3%Portfolio Weight (% of 13F Equity Book)
- 791Quarter-over-Quarter Share Change
- +$442.8KQuarter-over-Quarter Value Change
- 827,770Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 303,953 | 791 | -0.3% | $17.2M | 3.3% | $56.6 |
| Q4 2025 | 304,744 | 0 | — | $16.8M | 3.2% | $55.0 |
| Q3 2025 | 304,744 | 573 | -0.2% | $16.2M | 2.9% | $53.1 |
| Q2 2025 | 305,317 | 933 | -0.3% | $16.5M | 3.2% | $54.0 |
| Q1 2025 | 306,250 | 2,308 | -0.7% | $14.6M | 3.0% | $47.8 |
| Q4 2024 | 308,558 | 1,101 | -0.4% | $19.8M | 4.0% | $64.2 |
| Q3 2024 | 309,659 | 164,023 | -34.6% | $23.5M | 4.6% | $75.8 |
| Q2 2024 | 473,682 | 24,948 | -5.0% | $36.8M | 8.0% | $77.7 |
| Q1 2024 | 498,630 | 329,140 | -39.8% | $43.3M | 12.1% | $86.8 |
| Q4 2023 | 827,770 | — | — | $60.7M | 15.5% | $73.3 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did SHAH CAPITAL MANAGEMENT first disclose a EDU position in 13F-HR filings?
SHAH CAPITAL MANAGEMENT first reported NEW ORIENTAL ED & TECHNOLOGY (EDU) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 10 reported quarters within Pactolio's tracked window.
What was SHAH CAPITAL MANAGEMENT's most recent quarter-over-quarter share-count change in EDU?
Between Q4 2025 and Q1 2026, SHAH CAPITAL MANAGEMENT reduced its EDU position by 791 shares (-0.3%), leaving 303,953 shares at a market value of $17.2M.
Does the implied price-per-share represent SHAH CAPITAL MANAGEMENT's cost basis in EDU?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.