MOON CAPITAL MANAGEMENT LLC other names

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Adviser Profile

As of Date:

03/28/2024

Adviser Type:

- Large advisory firm


Number of Employees:

6

of those in investment advisory functions:

3 -25.00%


Registration:

SEC, Approved, 6/22/1995

AUM:

278,382,171 28.72%

of that, discretionary:

278,382,171 28.72%

GAV:

17,388,095

Avg Account Size:

732,585 -40.04%

% High Net Worth:

95.83% -0.84%


SMA’s:

YES

Private Funds:

1

Contact Info

865 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
216M 185M 154M 124M 93M 62M 31M
2016 2017 2018 2019 2020 2021

Recent News

Top 5 Entrepreneurs going into 2024 - USA Today
12/22/2023

Lumine Lin. Lumine Lin is the founder and CEO of Highmoon Capital, a next-generation hedge fund. · Chris Gomes Muffat. In 2023, Chris Gomes Muffat was ...

usatoday.com

Moon Capital Lost 20% on MeridianLink (MLNK) Investment - Yahoo Finance
07/24/2023

The fund increased approximately 11% in the first half of 2023 lagging behind ... As per our database, 9 hedge fund portfolios held MeridianLink, ...

Yahoo Finance

Moon Capital Management’s Q2 2023 Investor Letter
07/24/2023

Moon Capital Management, an investment management company, released its second-quarter 2023 investor letter. A copy of the same can be downloaded here. The stock prices moved extraordinarily during the first half and the S&P 500 increased approximately 16% during the period. The fund increased approximately 11% in the first half of 2023 lagging behind the S&P500’s […]

Insider Monkey

Should You Sell LGI Homes (LGIH)?
01/17/2023

Moon Capital Management, an investment management company, released its fourth-quarter 2022 investor letter. A copy of the same can be downloaded here. For the year 2022, the S&P 500 declined almost 20%, which was the largest annual decline since the 2008 Great Recession. The fund declined by approximately 7% for the same period. In addition, you […]

Insider Monkey

Is Green Brick Partners (GRBK) a Long-Term Bet?
01/17/2023

Moon Capital Management, an investment management company, released its fourth-quarter 2022 investor letter. A copy of the same can be downloaded here. For the year 2022, the S&P 500 declined almost 20%, which was the largest annual decline since the 2008 Great Recession. The fund declined by approximately 7% for the same period. In addition, you […]

Insider Monkey

What Makes DaVita (DVA) a Good Investment Choice?
01/17/2023

Moon Capital Management, an investment management company, released its fourth-quarter 2022 investor letter. A copy of the same can be downloaded here. For the year 2022, the S&P 500 declined almost 20%, which was the largest annual decline since the 2008 Great Recession. The fund declined by approximately 7% for the same period. In addition, you […]

Insider Monkey


Private Funds Structure

Fund Type Count GAV
Hedge Fund 1 $17,388,095

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Private Funds



Employees




Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
084670702 BERKSHIRE HATHAWAY INC DEL $6,143,779 7.46% -5.04% -2.74%
112585104 BROOKFIELD ASSET MGMT INC $4,517,104 5.48% 7.24% 44.24%
125523100 CIGNA CORP NEW $4,114,789 5.00% 1.85% -3.84%
126650100 CVS HEALTH CORP $4,099,217 4.98% 2.84% -6.09%
48251W104 KKR & CO INC $3,907,586 4.74% 26.52% -3.84%
58155Q103 MCKESSON CORP $3,788,707 4.60% 7.82% -4.95%
40412C101 HCA HEALTHCARE INC $3,574,914 4.34% 7.35% -0.62%
38141G104 GOLDMAN SACHS GROUP INC $3,509,929 4.26% 22.41% -4.24%
00287Y109 ABBVIE INC $3,480,383 4.22%
02079K107 ALPHABET INC $3,463,345 4.20% 15.67% -4.85%