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	$105,230 81.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services TIGO 1 stocks	$8,090 6.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical BWA DAN ALV 3 stocks	$7,079 5.46% of portfolio	1	2	1	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical LAD ABG 2 stocks	$6,192 4.77% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy CSAN 1 stocks	$1,626 1.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials PCAR 1 stocks	$1,486 1.15% of portfolio	1	-	1	-	0 Calls 0 Puts

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