Moon Capital Management LP Portfolio Holdings by Sector

Moon Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IAU GDX GDXJ EWZ 4 stocks	$99,180 79.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services TIGO IHS 2 stocks	$8,017 6.43% of portfolio	1	1	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical BWA ALV 2 stocks	$7,805 6.26% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy CSAN 1 stocks	$5,749 4.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical AN 1 stocks	$2,658 2.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical BABA 1 stocks	$1,275 1.02% of portfolio	-	1	-	-	0 Calls 0 Puts

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