Discerene Group LP
- SEC CIK
- 0001632958
- Latest filing
- Aug 13, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 11, 2021. Long positions only.
- Positions
- 10
- No 13F data for Q4 2020
- Portfolio value
- $272.7M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SLBSLB Limited | Stock | 3,383,457 | $92.0M | 33.7% | – | – | History |
| CDKCDK Global, Inc. | COM | 1,206,785 | $65.2M | 23.9% | – | – | History |
| WUWestern Union CO | Stock | 2,434,208 | $60.0M | 22.0% | – | – | History |
| SABRSabre Corp | COM | 969,895 | $14.4M | 5.3% | – | – | History |
| HALHalliburton Co | Stock | 667,410 | $14.3M | 5.3% | – | – | History |
| CCUUnited Breweries Co Inc | SPONSORED ADR | 605,364 | $10.7M | 3.9% | – | – | History |
| UBERUber Technologies, Inc | Stock | 171,000 | $9.32M | 3.4% | – | – | History |
| TEOTelecom Argentina SA | SPON ADR REP B | 667,890 | $3.69M | 1.4% | – | – | History |
| TKCTurkcell Iletisim Hizmetleri A S | SPON ADR NEW | 643,069 | $3.00M | 1.1% | – | – | History |
| Vistra Corp.92840M128 | *W EXP 02/02/202 | 62,325 | $20.0K | <0.1% | – | – | – |