Discerene Group as of Dec. 31, 2022
Portfolio Holdings for Discerene Group
Discerene Group holds 14 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iaa | 23.6 | $191M | 4.8M | 40.00 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 20.7 | $168M | 1.9M | 88.09 | |
| Schlumberger (SLB) | 20.2 | $164M | 3.1M | 53.46 | |
| Western Union Company (WU) | 9.7 | $78M | 5.7M | 13.77 | |
| Uber Technologies (UBER) | 8.4 | $68M | 2.8M | 24.73 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 5.7 | $46M | 1.3M | 34.82 | |
| Tal Education Group Sponsored Ads (TAL) | 4.6 | $37M | 5.3M | 7.05 | |
| Compania Cervecerias Unidas Sponsored Adr (CCU) | 4.2 | $34M | 2.6M | 13.12 | |
| Sabre (SABR) | 1.5 | $12M | 1.9M | 6.18 | |
| Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) | 0.6 | $4.7M | 69k | 67.88 | |
| Telecom Argentina Sa Spon Adr Rep B (TEO) | 0.4 | $3.6M | 668k | 5.45 | |
| Turkcell Iletisim Hizmetleri Spon Adr New (TKC) | 0.4 | $3.1M | 643k | 4.79 | |
| Halliburton Company (HAL) | 0.1 | $535k | 14k | 39.35 | |
| Vistra Corp *w Exp 02/02/202 | 0.0 | $15k | 62k | 0.24 |
