Moon Capital Management as of Sept. 30, 2013
Portfolio Holdings for Moon Capital Management
Moon Capital Management holds 43 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hath-cl B | 7.2 | $5.1M | 45k | 113.52 | |
| Amer Intl Grp Com Usd2.50 | 6.0 | $4.2M | 87k | 48.63 | |
| Vodafone | 5.8 | $4.1M | 116k | 35.18 | |
| Apple Computer | 5.1 | $3.6M | 7.5k | 476.75 | |
| JPMorgan Chase & Co. (JPM) | 5.0 | $3.5M | 68k | 51.69 | |
| Directv | 4.9 | $3.4M | 58k | 59.78 | |
| Leucadia National | 4.9 | $3.4M | 125k | 27.24 | |
| Goldman Sachs (GS) | 4.8 | $3.4M | 21k | 158.22 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 4.5 | $3.1M | 35k | 90.53 | |
| Bk Of America Corp | 4.2 | $2.9M | 212k | 13.80 | |
| UnitedHealth (UNH) | 4.0 | $2.8M | 40k | 71.61 | |
| Loews Corporation (L) | 3.6 | $2.5M | 54k | 46.75 | |
| Intel Corporation (INTC) | 3.2 | $2.2M | 98k | 22.93 | |
| Chesapeake Energy Corporation | 2.9 | $2.0M | 78k | 25.87 | |
| Lindsay Corporation (LNN) | 2.5 | $1.8M | 22k | 81.63 | |
| Cisco Systems (CSCO) | 2.4 | $1.7M | 73k | 23.43 | |
| Ryman Hospitality Pptys (RHP) | 2.4 | $1.7M | 49k | 34.52 | |
| Philip Morris International (PM) | 2.4 | $1.7M | 19k | 86.60 | |
| Potash Corp. Of Saskatchewan I | 2.4 | $1.7M | 53k | 31.28 | |
| Aspen Insurance Holdings | 2.3 | $1.6M | 44k | 36.29 | |
| Unilever (UL) | 2.2 | $1.6M | 41k | 38.58 | |
| Oaktree Cap | 1.8 | $1.2M | 24k | 52.34 | |
| Markel Corporation (MKL) | 1.7 | $1.2M | 2.2k | 517.59 | |
| Douglas Dynamics (PLOW) | 1.5 | $1.1M | 73k | 14.74 | |
| Exxon Mobil Corporation (XOM) | 1.3 | $930k | 11k | 85.99 | |
| Astrazeneca | 1.2 | $841k | 16k | 51.95 | |
| First Financial Ban (FFBC) | 1.1 | $805k | 53k | 15.17 | |
| General Electric Company | 1.0 | $731k | 31k | 23.88 | |
| International Business Machines (IBM) | 0.9 | $648k | 3.5k | 185.30 | |
| Berkshire Hathaway Inc-cl A cl a 0 | 0.7 | $511k | 3.00 | 170333.33 | |
| Southern Company (SO) | 0.7 | $502k | 12k | 41.20 | |
| Bb&t Corp | 0.7 | $508k | 15k | 33.75 | |
| Pepsi (PEP) | 0.6 | $397k | 5.0k | 79.43 | |
| Johnson & Johnson (JNJ) | 0.5 | $372k | 4.3k | 86.75 | |
| American Intl Grp Wts 19/01/21 | 0.5 | $363k | 19k | 18.97 | |
| Home Depot (HD) | 0.4 | $280k | 3.7k | 75.88 | |
| Coca-Cola Company (KO) | 0.4 | $273k | 7.2k | 37.95 | |
| Wells Fargo & Company (WFC) | 0.4 | $274k | 6.6k | 41.34 | |
| VCA Antech | 0.4 | $270k | 9.8k | 27.47 | |
| Norfolk Southern (NSC) | 0.4 | $257k | 3.3k | 77.41 | |
| Chevron Corporation (CVX) | 0.3 | $244k | 2.0k | 121.64 | |
| 3M Company (MMM) | 0.3 | $234k | 2.0k | 119.33 | |
| Verizon Communications (VZ) | 0.3 | $209k | 4.5k | 46.67 |
