Q1 2021 Holdings
Filed 2021-05-11 | 10 holdings | $272.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schlumberger LTD(SLB) | COM | 806857108 | $92.0K | 3,383,457 | 33.7% |
| CDK Global Inc(CDK) | COM | 12508E101 | $65.2K | 1,206,785 | 23.9% |
| Western UN Co(WU) | COM | 959802109 | $60.0K | 2,434,208 | 22.0% |
| Sabre Corp(SABR) | COM | 78573M104 | $14.4K | 969,895 | 5.3% |
| Halliburton Co(HAL) | COM | 406216101 | $14.3K | 667,410 | 5.3% |
| Compania Cervecerias Unidas(CCU) | SPONSORED ADR | 204429104 | $10.7K | 605,364 | 3.9% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $9.3K | 171,000 | 3.4% |
| Telecom Argentina S A(TEO) | SPON ADR REP B | 879273209 | $3.7K | 667,890 | 1.4% |
| Turkcell Iletisim Hizmetleri(TKC) | SPON ADR NEW | 900111204 | $3.0K | 643,069 | 1.1% |
| Vistra Corp | *W EXP 02/02/202 | 92840M128 | $20 | 62,325 | 0.0% |