13F HOLDINGS REPORT
MOON CAPITAL MANAGEMENT LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001387303-23-000007
Total Value
$87.8M
Positions
10
Other Managers
2
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES GOLD TR | IAU | 1,559,604 | $56.8M | 64.63% |
| 2 | APTIV PLC | APTV | 76,685 | $7.8M | 8.92% |
| 3 | KT CORP | KT | 459,286 | $5.2M | 5.91% |
| 4 | AUTOLIV INC | ALV | 58,873 | $5.0M | 5.70% |
| 5 | GENERAL MTRS CO | 37045V100 | 113,400 | $4.4M | 4.98% |
| 6 | LEAR CORP | LEA | 26,203 | $3.8M | 4.28% |
| 7 | VANECK ETF TRUST | 92189F106 | 59,123 | $1.8M | 2.03% |
| 8 | VANECK ETF TRUST | 92189F791 | 40,627 | $1.4M | 1.65% |
| 9 | ADECOAGRO S A | AGRO | 145,400 | $1.4M | 1.55% |
| 10 | ISHARES INC | 464286400 | 9,597 | $311,231 | 0.35% |