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Inherent Group, LP

SEC CIK
0001749824
Latest filing
Nov 14, 2024

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
10
−1 vs. Q3 2023
Portfolio value
$154.5M
+$3.04M (+2.0%) vs. Q3 2023
Filed
Feb 14, 2024
SEC
Holdings of Inherent Group, LP in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
OECOrion S.A.COM2,741,655$76.0M49.2%−5,250−0.2%ReducedHistory
COOPMaverick Merger Sub 2, LLCCOM658,159$42.9M27.7%−72,977−10.0%ReducedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF213,405$10.8M7.0%00.0%Unchanged–
VITLVital Farms, Inc.COM442,919$6.95M4.5%+109,000+32.6%AddedHistory
STEPStepStone Group Inc.COM CL A216,771$6.90M4.5%00.0%UnchangedHistory
Liberty Latin America Ltd.53069QAB5NOTE 2.000% 7/1–$4.17M2.7%–––
Cazoo Group LtdG2007L121CL A–$3.39M2.2%–New–
SHCSotera Health CoCOM156,830$2.64M1.7%+140,085+836.6%AddedHistory
GROVGrove Collaborative Holdings, Inc.COM CL A332,426$588.4K0.4%−68,885−17.2%ReducedHistory
QSQuantumScape CorpCOM CL A20,849$144.9K0.1%00.0%UnchangedHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Inherent Group, LP in Q4 2023
SecurityClassPutsCalls
ARCCAres Capital CorpCEF$2.00M–

Sold out since Q3 2023 (2)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Inherent Group, LP sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
Cazoo Group Ltd14986TAA3DEBT 2.000% 2/1–$24.2M16.0%–
ALLYAlly Financial Inc.Stock118,890$3.17M2.1%History