Discerene Group LP — TELECOM ARGENTINA SA TEO: Quarterly 13F Position History
Discerene Group LP has reported TELECOM ARGENTINA SA (TEO) on 22 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2020. As of Q1 2026, the position is sized at 414,244 shares ($4.8M market value, 0.56% of the equity book). Quarter-over-quarter share count change: 73,615 (-15.1%) .
- 414,244Shares Held (Latest Filing)
- $4.8MReported Market Value (Latest Filing)
- 0.56%Portfolio Weight (% of 13F Equity Book)
- 73,615Quarter-over-Quarter Share Change
- -$821.5KQuarter-over-Quarter Value Change
- 667,890Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 22 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 414,244 | 73,615 | -15.1% | $4.8M | 0.56% | $11.69 |
| Q4 2025 | 487,859 | 0 | — | $5.7M | 0.58% | $11.61 |
| Q3 2025 | 487,859 | 0 | — | $3.5M | 0.32% | $7.27 |
| Q2 2025 | 487,859 | 0 | — | $4.3M | 0.47% | $8.83 |
| Q1 2025 | 487,859 | 0 | — | $5.0M | 0.52% | $10.19 |
| Q4 2024 | 487,859 | 180,031 | -27.0% | $6.1M | 0.85% | $12.59 |
| Q3 2024 | 667,890 | 0 | — | $5.0M | 0.60% | $7.54 |
| Q2 2024 | 667,890 | 0 | — | $4.8M | 0.74% | $7.23 |
| Q1 2024 | 667,890 | 0 | — | $5.3M | 0.77% | $7.95 |
| Q4 2023 | 667,890 | 0 | — | $4.8M | 0.60% | $7.15 |
| Q3 2023 | 667,890 | 0 | — | $3.2M | 0.39% | $4.79 |
| Q2 2023 | 667,890 | 0 | — | $4.1M | 0.53% | $6.09 |
| Q1 2023 | 667,890 | 0 | — | $3.3M | 0.43% | $4.99 |
| Q4 2022 | 667,890 | 0 | — | $3.6M | 0.45% | $5.45 |
| Q3 2022 | 667,890 | 0 | — | $2.7M | 0.40% | $4.01 |
| Q2 2022 | 667,890 | 0 | — | $3.0M | 0.41% | $4.55 |
| Q1 2022 | 667,890 | 0 | — | $4.0M | 0.51% | $6.01 |
| Q4 2021 | 667,890 | 0 | — | $3.4M | 0.70% | $5.10 |
| Q3 2021 | 667,890 | 0 | — | $3.3M | 1.04% | $4.95 |
| Q2 2021 | 667,890 | 0 | — | $3.6M | 1.14% | $5.32 |
| Q1 2021 | 667,890 | 0 | — | $3.7M | 1.35% | $5.52 |
| Q4 2020 | 667,890 | — | — | $4.4M | 1.95% | $6.56 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Discerene Group LP first disclose a TEO position in 13F-HR filings?
Discerene Group LP first reported TELECOM ARGENTINA SA (TEO) on its 13F-HR filing for the period ending 2020-12-31 (Q4 2020). The position has appeared on 22 reported quarters within Pactolio's tracked window.
What was Discerene Group LP's most recent quarter-over-quarter share-count change in TEO?
Between Q4 2025 and Q1 2026, Discerene Group LP reduced its TEO position by 73,615 shares (-15.1%), leaving 414,244 shares at a market value of $4.8M.
Does the implied price-per-share represent Discerene Group LP's cost basis in TEO?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.