MOON CAPITAL MANAGEMENT LP Information

499 PARK AVENUE, NEW YORK, New York, 10022, (212) 652-4567

Report Date: 06/30/2014

Position Statistics

Total Positions 37
New Positions 9
Increased Positions 17
Decreased Positions 18
Positions with Activity 35
Sold Out Positions 15
Total Mkt Value (in $ millions) 171

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical 44.99%
Consumer/Non-Cyclical 0%
Energy 1.41%
Financial 21.45%
Healthcare 0%
Services 23.8%
Technology 7.62%
Transportation 0.73%
Utilities

37 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SPDR GOLD TRUST GOLD SHS 32,436 3,565 12.35 261,878
FORD MTR CO DEL COM PAR $0.01 26,636 4,555 20.63 1,529,924
MELCO CROWN ENTMT LTD ADR 19,214 2,664 16.10 677,517
GENERAL MTRS CO COM 16,810 4,774 39.66 483,041
TENNECO INC COM 11,027 11,027 New 172,081
NORTHSTAR RLTY FIN CORP COM NEW 10,790 812 8.13 582,918
TRW AUTOMOTIVE HLDGS CORP COM 9,216 -4,470 (32.66) 95,708
DANA HLDG CORP COM 8,227 -6,239 (43.13) 354,139
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR 6,065 -4,908 (44.73) 224,946
VIMPELCOM LTD SPONSORED ADR 5,988 2,236 59.60 702,871
BALLY TECHNOLOGIES INC COM 4,788 2,581 116.98 60,381
YOUKU TUDOU INC SPONSORED ADR 4,371 4,371 New 220,768
OI S.A. SPN ADR REP PFD 3,091 3,091 New 4,613,470
PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 2,413 2,413 New 123,290
MARKET VECTORS ETF TR JR GOLD MINERS E 2,245 New 53,333
MARKET VECTORS ETF TR GOLD MINER ETF 2,012 New 75,400
APPLE INC COM 1,926 1,926 New 18,793
NEW ORIENTAL ED & TECH GRP INC SPON ADR 1,639 10 .63 71,847
GOL LINHAS AEREAS INTLG S A SP ADR REP PFD 1,246 1,246 New 202,570
SANDISK CORP COM 372 372 New 3,801