0001387303-12-000013.txt : 20121114 0001387303-12-000013.hdr.sgml : 20121114 20121114100312 ACCESSION NUMBER: 0001387303-12-000013 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120930 FILED AS OF DATE: 20121114 DATE AS OF CHANGE: 20121114 EFFECTIVENESS DATE: 20121114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MOON CAPITAL MANAGEMENT LP CENTRAL INDEX KEY: 0001387303 IRS NUMBER: 260103115 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12266 FILM NUMBER: 121201444 BUSINESS ADDRESS: STREET 1: 499 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-652-4567 MAIL ADDRESS: STREET 1: 499 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10022 FORMER COMPANY: FORMER CONFORMED NAME: MOON CAPITAL MANAGEMENT, LP DATE OF NAME CHANGE: 20070122 13F-HR 1 r13f-093012.txt R13F-093012 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Quarter Ended: September 30, 2012 Check here if Amendment ]; Amendment number: This Amendment (Check only one.): ] is a restatement. ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Moon Capital Management LP Address: 499 Park Avenue New York, NY 10022 13F File Number: 028-12266 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this submission. Person Signing this Report on Behalf of Reporting Manager: Name: John W. Moon Title: Managing Member of JWM Capital, LLC its general partner Phone: 212-652-4500 Signature, Place, and Date of Signing: John W. Moon New York, NY 11/14/2012 Report Type (Check only one.): X] 13F HOLDINGS REPORT. ] 13F NOTICE. ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 2 Form 13F Information Table Entry Total: 41 Form 13F Information Table Value Total: $209,736 List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file numbers of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. No. Form 13F File NName 1028-12268 JWM Capital LLC 2028-12267 John W. Moon FORM 13F INFORMATION TABLE
Title Value SH / PUT / InvestmeOther Voting Authority Name of Issuer of class CUSIP (x $'000PRN CALL QTYDiscretiManageSole SharedNone AMERICA MOVIL SA DE SPON ADR L SHS 02364W105 2,040 80,236 SH DEFINED 1,2 80,236 AU OPTRONICS CORP SPONSORED ADR 002255107 4,397 1,263,466 SH DEFINED 1,2 1,263,466 BAIDU.COM SPON ADR REP A 056752108 1,205 10,305 SH DEFINED 1,2 10,305 BORGWARNER INC COM 099724106 4,720 68,300 SH DEFINED 1,2 68,300 CHINA ZENIX AUTO INT ADS 16951E104 494 153,379 SH DEFINED 1,2 153,379 CIA DE BEBIDAS DAS A SPON ADR PFD 20441W203 2,649 69,226 SH DEFINED 1,2 69,226 COPA HOLDINGS SA CL A P31076105 3,861 47,505 SH DEFINED 1,2 47,505 CORNING INC COM 219350105 6,591 501,200 SH DEFINED 1,2 501,200 CTC MEDIA INC COM 12642X106 1,764 194,835 SH DEFINED 1,2 194,835 DESARROLLADORA HOMEX SPONSORED ADR 25030W100 875 64,134 SH DEFINED 1,2 64,134 ELECTRONIC ARTS COM 285512109 907 71,443 SH DEFINED 1,2 71,443 FORD MOTOR CO COM PAR $0.01 345370860 39,513 4,007,409 SH DEFINED 1,2 4,007,409 GRUPO FIN SANTANDER- ADR 40053C105 532 38,800 SH DEFINED 1,2 38,800 HEWLETT-PACKARD CO COM 428236103 4,777 280,000 SH DEFINED 1,2 280,000 JOHNSON CONTROLS INC COM 478366107 9,302 339,474 SH DEFINED 1,2 339,474 KULICKE & SOFFA INDU COM 501242101 269 25,835 SH DEFINED 1,2 25,835 LAS VEGAS SANDS CORP COM 517834107 4,075 87,880 SH DEFINED 1,2 87,880 LG.PHILIPS LCD CO LT SPONS ADR REP 50186V102 3,030 241,041 SH DEFINED 1,2 241,041 MELCO PBL ENTERTAINM ADR 585464100 17,879 1,326,334 SH DEFINED 1,2 1,326,334 MICRON TECHNOLOGY IN COM 595112103 751 125,600 SH DEFINED 1,2 125,600 MOBILE TELESYSTEMS SPONSORED ADR 607409109 1,840 105,000 SH DEFINED 1,2 105,000 NOKIA OYJ CALL 654902904 2,575 1,000,000CALL DEFINED 1,2 1,000,000 PERFECT WORLD CO LTD SPON ADR REP B 71372U104 2,402 221,190 SH DEFINED 1,2 221,190 QIHOO 360 TECHNOLOGY ADS 74734M109 2,721 123,415 SH DEFINED 1,2 123,415 RESEARCH IN MOTION COM 760975102 748 99,704 SH DEFINED 1,2 99,704 SANDISK CORP COM 80004C101 769 17,704 SH DEFINED 1,2 17,704 SHANDA GAMES LTD SP ADR REPTG A 81941U105 1,056 280,138 SH DEFINED 1,2 280,138 SINA CORP ORD G81477104 9,189 142,073 SH DEFINED 1,2 142,073 SOHU.COM INC COM 83408W103 9,684 230,077 SH DEFINED 1,2 230,077 SOUFUN HOLDINGS LTD ADR 836034108 1,987 125,499 SH DEFINED 1,2 125,499 SPDR GOLD TRUST GOLD SHS 78463V107 26,740 155,564 SH DEFINED 1,2 155,564 TENNECO INC COM 880349105 6,381 227,905 SH DEFINED 1,2 227,905 TIM PARTICIPACOES SA SPONSORED ADR 88706P205 322 16,775 SH DEFINED 1,2 16,775 TRINA SOLAR LTD SPON ADR 89628E104 1,137 248,358 SH DEFINED 1,2 248,358 TRW AUTOMOTIVE HOLDI COM 87264S106 5,216 119,326 SH DEFINED 1,2 119,326 VIMPEL-COMMUNICATION SPONSORED ADR 92719A106 6,458 542,724 SH DEFINED 1,2 542,724 WESTERN DIGITAL COM 958102105 6,730 173,760 SH DEFINED 1,2 173,760 WYNN RESORTS LTD COM 983134107 3,517 30,463 SH DEFINED 1,2 30,463 YANDEX NV-A SHS CLASS A N97284108 1,843 76,330 SH DEFINED 1,2 76,330 YINGLI GREEN ENERGY ADR 98584B103 224 131,500 SH DEFINED 1,2 131,500 YOUKU.COM INC-SPON A SPONSORED ADR 98742U100 8,566 465,805 SH DEFINED 1,2 465,805