Moon Capital Management as of March 31, 2012
Portfolio Holdings for Moon Capital Management
Moon Capital Management holds 35 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ford Motor Company (F) | 18.9 | $31M | 2.5M | 12.47 | |
| SPDR Gold Trust (GLD) | 12.7 | $21M | 129k | 162.12 | |
| Johnson Controls | 9.0 | $15M | 457k | 32.48 | |
| Vimpel | 6.1 | $10M | 905k | 11.16 | |
| TRW Automotive Holdings | 6.0 | $10M | 215k | 46.45 | |
| Micron Technology (MU) | 4.9 | $8.1M | 997k | 8.10 | |
| Cooper Tire & Rubber Company | 3.7 | $6.2M | 405k | 15.22 | |
| Melco Crown Entertainment (MLCO) | 3.7 | $6.1M | 445k | 13.64 | |
| Hewlett-Packard Company | 3.6 | $6.0M | 253k | 23.83 | |
| Avis Budget (CAR) | 3.3 | $5.4M | 382k | 14.15 | |
| Western Digital (WDC) | 3.1 | $5.2M | 125k | 41.39 | |
| Sina Corporation | 2.7 | $4.5M | 69k | 65.00 | |
| CTC Media | 2.4 | $4.0M | 341k | 11.63 | |
| Youku | 2.0 | $3.3M | 150k | 21.99 | |
| Wynn Resorts (WYNN) | 1.9 | $3.2M | 26k | 124.88 | |
| Corning Incorporated (GLW) | 1.9 | $3.1M | 222k | 14.08 | |
| America Movil Sab De Cv spon adr l | 1.8 | $3.0M | 121k | 24.83 | |
| Las Vegas Sands (LVS) | 1.6 | $2.7M | 48k | 57.57 | |
| Tudou Hldgs | 1.5 | $2.5M | 86k | 29.53 | |
| Sohu | 1.4 | $2.3M | 42k | 55.17 | |
| Research In Motion | 1.1 | $1.8M | 123k | 14.70 | |
| Siliconware Precision Industries | 1.0 | $1.6M | 272k | 6.04 | |
| Partner Communications Company | 0.9 | $1.5M | 197k | 7.58 | |
| Changyou | 0.8 | $1.3M | 47k | 27.15 | |
| LG Display (LPL) | 0.8 | $1.2M | 106k | 11.77 | |
| SanDisk Corporation | 0.5 | $881k | 18k | 49.60 | |
| Trina Solar | 0.4 | $728k | 102k | 7.13 | |
| Homex Development | 0.4 | $613k | 33k | 18.75 | |
| Seagate Technology Com Stk | 0.3 | $552k | 21k | 26.95 | |
| China Zenix Auto Intl Ltd ads | 0.3 | $549k | 153k | 3.58 | |
| Giant Interactive | 0.3 | $518k | 106k | 4.90 | |
| AU Optronics | 0.3 | $495k | 109k | 4.56 | |
| NII Holdings | 0.3 | $462k | 25k | 18.31 | |
| Perfect World | 0.2 | $257k | 16k | 16.17 | |
| Goodyear Tire & Rubber Company (GT) | 0.1 | $147k | 13k | 11.24 |
