13F HOLDINGS REPORT
MOON CAPITAL MANAGEMENT LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001387303-24-000009
Total Value
$118.1M
Positions
16
Other Managers
2
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES GOLD TR | IAU | 1,559,604 | $68.5M | 58.03% |
| 2 | I-80 GOLD CORP | IAUX-WT | 9,000,000 | $9.7M | 8.23% |
| 3 | COSAN S A | CSAN | 706,624 | $6.9M | 5.83% |
| 4 | VISTEON CORP | VC | 44,746 | $4.8M | 4.04% |
| 5 | ISHARES INC | 464286400 | 169,598 | $4.6M | 3.93% |
| 6 | APTIV PLC | APTV | 60,146 | $4.2M | 3.59% |
| 7 | BORGWARNER INC | BWA | 95,890 | $3.1M | 2.62% |
| 8 | ALIBABA GROUP HLDG LTD | BBAAY | 38,294 | $2.8M | 2.34% |
| 9 | FORD MTR CO DEL | 345370860 | 208,892 | $2.6M | 2.22% |
| 10 | GRUPO TELEVISA S A B | GRPFF | 930,669 | $2.6M | 2.18% |
| 11 | VANECK ETF TRUST | 92189F106 | 59,123 | $2.0M | 1.70% |
| 12 | IHS HOLDING LIMITED | IHS | 611,730 | $2.0M | 1.66% |
| 13 | VANECK ETF TRUST | 92189F791 | 40,627 | $1.7M | 1.45% |
| 14 | ASBURY AUTOMOTIVE GROUP INC | ABG | 5,148 | $1.2M | 0.99% |
| 15 | GROUP 1 AUTOMOTIVE INC | GPI | 3,738 | $1.1M | 0.94% |
| 16 | LIBERTY LATIN AMERICA LTD | LILAB | 30,802 | $296,315 | 0.25% |