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Serengeti Asset Management LP Q2 to Q3 2022: A Dive Into Their 13F Holdings

Ava Hoppe | 2 May, 2023

Serengeti Asset Management LP, a New York-based investment advisory firm, recently filed its 13F form for the third quarter of 2022. The quarterly filing revealed that the company made significant changes to its investment portfolio between Q2 and Q3 of 2022.

In this article, we will dig deeper into the holdings of Serengeti Asset Management LP and summarize the changes that took place in their 13F holdings. We will also analyze the implications of these changes for the firm and its investors.

The Top Movers in Serengeti Asset Management's Portfolio

During the second quarter of 2022, Serengeti Asset Management had $239 million in assets under management (AUM). As of September 30, 2022, the firm's AUM had increased to $247 million.

One of the most significant changes in the firm's portfolio was its investment in PG&E Corp. The company sold 325,000 shares of PG&E Corp. in Q3 2022, reducing its position by 41.2%. This decision was not surprising, given the recent financial struggles of the Northern California utility company.

Another major change in Serengeti Asset Management's portfolio was their investment in Global Business Travel Group. The company increased its position in Global Business Travel Group by 33.8%, adding 63,000 shares to its portfolio.

Serengeti Asset Management also made a significant investment in Aurora Innovation, investing in 1.1 million shares of the company during Q3 2022.

Other notable changes in the firm's portfolio include its investment in Renew Energy Global PLC, which increased by 200,000 shares, and its investment in Blackstone Inc., which increased by 5,000 shares.

Implications for Serengeti Asset Management

Overall, the changes in Serengeti Asset Management's portfolio reflect the firm's ongoing effort to optimize its returns by investing in companies that show potential for growth.

The company's increased investment in companies such as Global Business Travel Group and Aurora Innovation reflects its belief that these firms are poised for significant growth in the coming years. The reduction in PG&E Corp.'s position also indicates that the firm is willing to cut its losses and move on from underperforming investments.

Serengeti Asset Management's emphasis on renewable energy ventures, as evidenced by its increased stake in Renew Energy Global PLC, also reflects the company's values and its desire to invest in firms that share its commitment to sustainability.

Final Thoughts

Serengeti Asset Management's Q2 to Q3 2022 13F filings reveal a strategic reallocation of its holdings, with the firm increasing its stake in companies that it believes will generate significant returns in the future.

The company's investments in the likes of Aurora Innovation and Global Business Travel Group show its willingness to look beyond traditional industries and tap into new growth opportunities. At the same time, the firm is also divesting from underperforming investments such as PG&E Corp.

Overall, Serengeti Asset Management's Q2 to Q3 2022 13F filings demonstrate a measured approach to investing that will undoubtedly position the firm for success in the years to come.

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