MOON CAPITAL MANAGEMENT LP

PrivateCIK: 1387303
Location

NEW YORK, NY

13
Positions
$165.63M
Total AUM (reported)
4.84M
Total Shares

Allocation by class

TOTAL AUM$165.63M13 positions
ISHARES NEW$137.49M83.0%
COM$9.41M5.7%
COM SHS$5.69M3.4%
GOLD MINERS ETF$5.43M3.3%
JUNIOR GOLD MINE$2.87M1.7%
ORD SHS$2.02M1.2%
SPONSORD ADS$1.34M0.8%

Portfolio Concentration

Top 389.7%4–109.2%11–251.1%TOP 1098.9%0%100%
Top 3$148.61M89.7%
4–10$15.21M9.2%
11–25$1.81M1.1%

Top 3 weight

89.7%

Top 10 weight

98.9%

Voting Authority Distribution

Total shares with voting rights: 4.84M

Sole

Full voting authority

4.84M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:

ISHARES GOLD TR

SOLE
ISHARES NEW
Shares1.56M
TypeSH
Market value$137.49M
83.01%
Sole
1.56M
Shared
0.00
None
0.00

APTIV PLC

SOLE
COM SHS
Shares81.96K
TypeSH
Market value$5.69M
3.44%
Sole
81.96K
Shared
0.00
None
0.00

VANECK ETF TRUST

SOLE
GOLD MINERS ETF
Shares59.12K
TypeSH
Market value$5.43M
3.28%
Sole
59.12K
Shared
0.00
None
0.00

I-80 GOLD CORP

SOLE
COM
Shares2.96M
TypeSH
Market value$4.47M
2.70%
Sole
2.96M
Shared
0.00
None
0.00

VANECK ETF TRUST

SOLE
JUNIOR GOLD MINE
Shares23.93K
TypeSH
Market value$2.87M
1.73%
Sole
23.93K
Shared
0.00
None
0.00

ADIENT PLC

SOLE
ORD SHS
Shares100.17K
TypeSH
Market value$2.02M
1.22%
Sole
100.17K
Shared
0.00
None
0.00

GROUP 1 AUTOMOTIVE INC

SOLE
COM
Shares6K
TypeSH
Market value$1.98M
1.20%
Sole
6K
Shared
0.00
None
0.00

SEA LTD

SOLE
SPONSORD ADS
Shares16.15K
TypeSH
Market value$1.34M
0.81%
Sole
16.15K
Shared
0.00
None
0.00

ASBURY AUTOMOTIVE GROUP INC

SOLE
COM
Shares6.56K
TypeSH
Market value$1.28M
0.77%
Sole
6.56K
Shared
0.00
None
0.00

LITHIA MTRS INC

SOLE
COM
Shares4.95K
TypeSH
Market value$1.24M
0.75%
Sole
4.95K
Shared
0.00
None
0.00

PDD HOLDINGS INC

SOLE
SPONSORED ADS
Shares9.87K
TypeSH
Market value$1.01M
0.61%
Sole
9.87K
Shared
0.00
None
0.00

CREDICORP LTD

SOLE
COM
Shares1.28K
TypeSH
Market value$434.8K
0.26%
Sole
1.28K
Shared
0.00
None
0.00

ISHARES INC

SOLE
MSCI BRAZIL ETF
Shares9.60K
TypeSH
Market value$368.4K
0.22%
Sole
9.60K
Shared
0.00
None
0.00