Discerene Group LP reported 12 holdings worth US$889M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Discerene Group LP reported 12 holdings worth US$889M as of Jun 30, 2026. Largest: Copart, Inc., Sabre Corporation and Halliburton Company. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 12
- Value as reported
- US$889M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Copart, Inc. | 3.38M | US$95.2M | 10.7% |
| Sabre Corporation | 37.1M | US$77.6M | 8.7% |
| Halliburton Company | 994K | US$33.7M | 3.8% |
| Western Union Company (the) | 3.43M | US$26.4M | 3.0% |
| Compania Cervecerias Unidas S.a. | 1.63M | US$18.3M | 2.1% |
| Turkcell Iletisim Hizmetleri A.s. | 200K | US$1.17M | 0.13% |