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MOON CAPITAL MANAGEMENT LP Historic Quarter Change: Foreign Stocks, Sold Out

MOON CAPITAL MANAGEMENT LP historic quarter change: Foreign Stocks, Sold out

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 23 quarters from 2013-06-30 to 2026-06-30, MOON CAPITAL MANAGEMENT LP opened 14 positions, added to 16, reduced 16 and sold out of 13.

  • Q3 2025: Stock CSAN; Country of operation —; Class ADS; Shares before 322,073.
  • Q1 2025: Stock PDD; Country of operation —; Class SPONSORED ADS; Shares before 5,000.
  • Q3 2024: Stock TV; Country of operation —; Class SPON ADR REP ORD; Shares before 930,669.
  • Q1 2024: Stock KT; Country of operation —; Class SPONSORED ADR; Shares before 355,067.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1387303), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2026-02-17); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-16); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-14); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2006-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2025CSAN
COSAN S A
ADS322,0730-322,073$1,626,469$0-$1,626,4692026-02-17
Q1 2025PDD
PDD HOLDINGS INC
SPONSORED ADS5,0000-5,000$484,950$0-$484,9502025-05-15
Q3 2024TV
GRUPO TELEVISA S A B
SPON ADR REP ORD930,6690-930,669$2,577,953$0-$2,577,9532024-11-12
Q1 2024KT
KT CORP
SPONSORED ADR355,0670-355,067$4,772,100$0-$4,772,1002024-05-15
Q3 2016FMX
FOMENTO ECONOMICO MEXICANO S
SPON ADR UNITS23,6680-23,668$2,189,000$0-$2,189,0002016-11-14
Q1 2016TM
TOYOTA MOTOR CORP
SP ADR REP2COM17,7550-17,755$2,185,000$0-$2,185,0002016-05-16
Q3 2015MLCO
MELCO CROWN ENTMT LTD
ADR234,7170-234,717$4,607,000$0-$4,607,0002015-11-13
Q2 2015HDB
HDFC BANK LTD
ADR REPS 3 SHS25,0000-25,000$1,472,000$0-$1,472,0002015-08-14
Q3 2014PBR
PETROLEO BRASILEIRO SA PETRO
SPONSORED ADR123,2900-123,290$1,804,000$0-$1,804,0002014-11-14
Q2 2014BIDU
BAIDU INC
SPON ADR REP A61,0320-61,032$9,293,000$0-$9,293,0002014-08-14
Q2 2014ABEV
AMBEV SA
SPONSORED ADR401,2910-401,291$2,974,000$0-$2,974,0002014-08-14
Q2 2014FMX
FOMENTO ECONOMICO MEXICANO S
SPON ADR UNITS21,4490-21,449$2,000,000$0-$2,000,0002014-08-14
Q1 2014CCU
COMPANIA CERVECERIAS UNIDAS
SPONSORED ADR27,2220-27,222$656,000$0-$656,0002014-05-15

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