Fund Update: MOON CAPITAL MANAGEMENT LP Just Disclosed New Holdings

MOON CAPITAL MANAGEMENT LP just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-08-12 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• A decrease of 779,271 shares of $CSAN (~$4,122,547). This was a increase of ~-70.76% from their previous position.
• A decrease of 21,904 shares of $ALV (~$1,551,586). This was a increase of ~-57.11% from their previous position.
• A decrease of 62,690 shares of $BWA (~$1,354,747). This was a increase of ~-40.69% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for MOON CAPITAL MANAGEMENT LP for more details.