Discerene Group as of Dec. 31, 2020
Portfolio Holdings for Discerene Group
Discerene Group holds 9 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schlumberger (SLB) | 29.0 | $65M | 3.0M | 21.83 | |
| Cdk Global Inc equities | 27.9 | $63M | 1.2M | 51.83 | |
| Western Union Company (WU) | 23.8 | $53M | 2.4M | 21.94 | |
| Halliburton Company (HAL) | 6.6 | $15M | 785k | 18.90 | |
| Sabre (SABR) | 5.2 | $12M | 970k | 12.02 | |
| Compania Cervecerias Unidas Sponsored Adr (CCU) | 4.0 | $8.9M | 605k | 14.70 | |
| Telecom Argentina S A Spon Adr Rep B (TEO) | 2.0 | $4.4M | 668k | 6.56 | |
| Turkcell Iletisim Hizmetleri Spon Adr New (TKC) | 1.5 | $3.5M | 643k | 5.39 | |
| Vistra Corp *w Exp 02/02/202 | 0.0 | $23k | 62k | 0.37 |
