SHAH CAPITAL MANAGEMENT: TRONOX HOLDINGS PLC (TROX): Quarterly 13F Position History
As of Q1 2026, SHAH CAPITAL MANAGEMENT reported 2,994,154 shares of TRONOX HOLDINGS PLC (TROX), worth $29.3M and representing 5.6% of its 13F equity book. Quarter-over-quarter share count change: 5,846 (-0.2%) . The position first appeared in Q3 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 2,994,154Shares Held (Latest Filing)
- $29.3MReported Market Value (Latest Filing)
- 5.6%Portfolio Weight (% of 13F Equity Book)
- 5,846Quarter-over-Quarter Share Change
- +$16.7MQuarter-over-Quarter Value Change
- 3,000,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,994,154 | 5,846 | -0.2% | $29.3M | 5.6% | $9.8 |
| Q4 2025 | 3,000,000 | +2,600,000 | +650.0% | $12.5M | 2.4% | $4.2 |
| Q3 2025 | 400,000 | — | — | $1.6M | 0.3% | $4.0 |
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 TROX position in 13F-HR filings?
SHAH CAPITAL MANAGEMENT first reported TRONOX HOLDINGS PLC (TROX) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.
What was SHAH CAPITAL MANAGEMENT's most recent quarter-over-quarter share-count change in TROX?
Between Q4 2025 and Q1 2026, SHAH CAPITAL MANAGEMENT reduced its TROX position by 5,846 shares (-0.2%), leaving 2,994,154 shares at a market value of $29.3M.
Does the implied price-per-share represent SHAH CAPITAL MANAGEMENT's cost basis in TROX?
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.