Discerene Group LP: TELECOM ARGENTINA SA (TEO): Quarterly 13F Position History
As of Q1 2026, Discerene Group LP reported 414,244 shares of TELECOM ARGENTINA SA (TEO), worth $4.8M and representing 0.6% of its 13F equity book. Quarter-over-quarter share count change: 73,615 (-15.1%) . The position first appeared in Q4 2020 and has been disclosed across 22 13F-HR filings in Pactolio's tracked window.
- 414,244Shares Held (Latest Filing)
- $4.8MReported Market Value (Latest Filing)
- 0.6%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 | 0.6% | $11.7 |
| Q4 2025 | 487,859 | 0 | — | $5.7M | 0.6% | $11.6 |
| Q3 2025 | 487,859 | 0 | — | $3.5M | 0.3% | $7.3 |
| Q2 2025 | 487,859 | 0 | — | $4.3M | 0.5% | $8.8 |
| Q1 2025 | 487,859 | 0 | — | $5.0M | 0.5% | $10.2 |
| Q4 2024 | 487,859 | 180,031 | -27.0% | $6.1M | 0.8% | $12.6 |
| Q3 2024 | 667,890 | 0 | — | $5.0M | 0.6% | $7.5 |
| Q2 2024 | 667,890 | 0 | — | $4.8M | 0.7% | $7.2 |
| Q1 2024 | 667,890 | 0 | — | $5.3M | 0.8% | $8.0 |
| Q4 2023 | 667,890 | 0 | — | $4.8M | 0.6% | $7.2 |
| Q3 2023 | 667,890 | 0 | — | $3.2M | 0.4% | $4.8 |
| Q2 2023 | 667,890 | 0 | — | $4.1M | 0.5% | $6.1 |
| Q1 2023 | 667,890 | 0 | — | $3.3M | 0.4% | $5.0 |
| Q4 2022 | 667,890 | 0 | — | $3.6M | 0.4% | $5.5 |
| Q3 2022 | 667,890 | 0 | — | $2.7M | 0.4% | $4.0 |
| Q2 2022 | 667,890 | 0 | — | $3.0M | 0.4% | $4.6 |
| Q1 2022 | 667,890 | 0 | — | $4.0M | 0.5% | $6.0 |
| Q4 2021 | 667,890 | 0 | — | $3.4M | 0.7% | $5.1 |
| Q3 2021 | 667,890 | 0 | — | $3.3M | 1.0% | $4.9 |
| Q2 2021 | 667,890 | 0 | — | $3.6M | 1.1% | $5.3 |
| Q1 2021 | 667,890 | 0 | — | $3.7M | 1.4% | $5.5 |
| Q4 2020 | 667,890 | — | — | $4.4M | 2.0% | $6.6 |
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.