20 is the total number of securities Discerene Group LP has owned. The longest Discerene Group LP has owned a single stock is 12 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| SLB | SCHLUMBERGER LTD | 12 | 12 | 11.64% | 23.29% | 36.38% | Q4 2020 | Q3 2023 | 12 |
| WU | WESTERN UN CO | 12 | 12 | 8.86% | 14.51% | 23.81% | Q4 2020 | Q3 2023 | 12 |
| SABR | SABRE CORP | 12 | 12 | 0.38% | 3.54% | 8.83% | Q4 2020 | Q3 2023 | 12 |
| CCU | COMPANIA CERVECERIAS U... | 12 | 12 | 1.06% | 3.52% | 5.40% | Q4 2020 | Q3 2023 | 12 |
| HAL | HALLIBURTON CO | 12 | 12 | 0.05% | 1.65% | 6.62% | Q4 2020 | Q3 2023 | 12 |
| TEO | TELECOM ARGENTINA SA | 12 | 12 | 0.39% | 0.78% | 1.95% | Q4 2020 | Q3 2023 | 12 |
| TKC | TURKCELL ILETISIM HIZM... | 12 | 12 | 0.22% | 0.60% | 1.54% | Q4 2020 | Q3 2023 | 12 |
| VSTWSA | VISTRA CORP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
| UBER | UBER TECHNOLOGIES INC | 11 | 11 | 3.42% | 9.01% | 15.62% | Q1 2021 | Q3 2023 | 11 |
| KOF | COCA-COLA FEMSA SAB DE CV | 10 | 10 | 0.58% | 1.14% | 2.42% | Q2 2021 | Q3 2023 | 10 |
| TAL | TAL EDUCATION GROUP | 9 | 9 | 1.31% | 3.70% | 5.92% | Q3 2021 | Q3 2023 | 9 |
| BABA | ALIBABA GROUP HLDG LTD | 8 | 8 | 19.76% | 24.28% | 29.19% | Q4 2021 | Q3 2023 | 8 |
| CDK | CDK GLOBAL INC | 7 | 7 | 1.66% | 15.00% | 27.88% | Q4 2020 | Q2 2022 | 7 |
| IAA | IAA INC | 7 | 7 | 3.35% | 13.46% | 23.56% | Q2 2021 | Q4 2022 | 7 |
| NEW ORIENTAL ED & TECH... | 6 | 6 | 3.65% | 6.15% | 9.51% | Q2 2022 | Q3 2023 | 6 | |
| EDU | NEW ORIENTAL ED & TECH... | 3 | 3 | 1.94% | 4.64% | 6.48% | Q3 2021 | Q1 2022 | 3 |
| RB GLOBAL INC | 2 | 2 | 3.37% | 7.83% | 12.28% | Q2 2023 | Q3 2023 | 2 | |
| RBA | RITCHIE BROS AUCTIONEERS | 1 | 1 | 15.84% | 15.84% | 15.84% | Q1 2023 | Q1 2023 | 1 |
| JD | JD.COM INC | 1 | 1 | 5.77% | 5.77% | 5.77% | Q3 2023 | Q3 2023 | 1 |
| DIDI | DIDI GLOBAL INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
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The securities at the top of the list , including SCHLUMBERGER LTD, WESTERN UN CO, and SABRE CORP, are the highest-conviction holdings of Discerene Group LP.
The conviction is calculated by counting the number of quarters a security has been reported by Discerene Group LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Discerene Group LP owns currently or has owned in the past.