- Added Positions: VEON, LAD, KT,
- Reduced Positions: LYB, GT, MTOR, GPI, AGRO,
- Sold Out: ADNT, DSAC, DAN, MELI, MEOH, KAIIU, RKTA.U, KIIIU,
For the details of MOON CAPITAL MANAGEMENT LP's stock buys and sells, go to https://www.gurufocus.com/guru/moon+capital+management+lp/current-portfolio/portfolio
These are the top 5 holdings of MOON CAPITAL MANAGEMENT LP- SPDR Gold Shares ETF (GLD) - 1,500,000 shares, 76.07% of the total portfolio.
- iShares Gold Trust (IAU) - 1,552,064 shares, 16.01% of the total portfolio.
- Adecoagro SA (AGRO) - 619,963 shares, 1.73% of the total portfolio. Shares reduced by 4.83%
- KT Corp (KT) - 317,622 shares, 1.34% of the total portfolio. Shares added by 2.52%
- Lithia Motors Inc (LAD) - 9,588 shares, 0.94% of the total portfolio. Shares added by 4.35%
Moon Capital Management Lp added to a holding in VEON Ltd by 24.44%. The purchase prices were between $1.59 and $2.22, with an estimated average price of $1.93. The stock is now traded at around $2.000000. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,311,994 shares as of 2021-09-30.
Sold Out: Adient PLC (ADNT)Moon Capital Management Lp sold out a holding in Adient PLC. The sale prices were between $35.2 and $45.16, with an estimated average price of $39.89.
Sold Out: Duddell Street Acquisition Corp (DSAC)Moon Capital Management Lp sold out a holding in Duddell Street Acquisition Corp. The sale prices were between $9.66 and $9.8, with an estimated average price of $9.72.
Sold Out: Dana Inc (DAN)Moon Capital Management Lp sold out a holding in Dana Inc. The sale prices were between $20.9 and $24.59, with an estimated average price of $22.99.
Sold Out: MercadoLibre Inc (MELI)Moon Capital Management Lp sold out a holding in MercadoLibre Inc. The sale prices were between $1497.27 and $1953.83, with an estimated average price of $1732.61.
Sold Out: Methanex Corp (MEOH)Moon Capital Management Lp sold out a holding in Methanex Corp. The sale prices were between $30.07 and $48.13, with an estimated average price of $36.13.
Sold Out: Kismet Acquisition Two Corp (KAIIU)Moon Capital Management Lp sold out a holding in Kismet Acquisition Two Corp. The sale prices were between $9.8 and $9.97, with an estimated average price of $9.9.
Here is the complete portfolio of MOON CAPITAL MANAGEMENT LP. Also check out:
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