Solel Partners LP
- SEC CIK
- 0001790604
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 16
- −1 vs. Q1 2021
- Portfolio value
- $413.1M
- +$12.2M (+3.1%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FMXMexican Economic Development Inc | SPON ADR UNITS | 870,942 | $73.6M | 17.8% | −93,632−9.7% | Reduced | History |
| CICigna Group | Stock | 258,200 | $61.2M | 14.8% | 00.0% | Unchanged | History |
| UHSUniversal Health Services Inc | CL B | 338,400 | $49.6M | 12.0% | 00.0% | Unchanged | History |
| HLFHerbalife Ltd. | COM SHS | 795,000 | $41.9M | 10.1% | +424,600+114.6% | Added | History |
| PCGPG&E Corp | Stock | 3,509,013 | $35.7M | 8.6% | 00.0% | Unchanged | History |
| TNLTravel & Leisure Co. | COM | 451,958 | $26.9M | 6.5% | −199,700−30.6% | Reduced | History |
| AVBAvalonbay Communities Inc | COM | 107,000 | $22.3M | 5.4% | −43,000−28.7% | Reduced | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 300,000 | $21.9M | 5.3% | 00.0% | Unchanged | History |
| PRGPROG Holdings, Inc. | Stock | 402,822 | $19.4M | 4.7% | +402,822 | New | History |
| MLCOMelco Resorts & Entertainment LTD | ADR | 1,035,000 | $17.1M | 4.2% | +1,035,000 | New | History |
| Abacus Global Management, Inc.274681105 | COM CL A | 1,700,000 | $16.6M | 4.0% | 00.0% | Unchanged | – |
| Post Holdings Partnering Cor737465203 | UNIT 99/99/9999 | 1,100,000 | $11.4M | 2.8% | +1,100,000 | New | – |
| Simon Property Grp Acq Holdi82880R202 | UNIT 99/99/9999 | 600,000 | $6.04M | 1.5% | 00.0% | Unchanged | – |
| Bowx Acquisition Corp103085106 | CL A | 500,661 | $5.76M | 1.4% | −500,000−50.0% | Reduced | – |
| PUKPrudential PLC | ADR | 73,232 | $2.79M | 0.7% | 00.0% | Unchanged | History |
| East Res Acquisition Co274681113 | *W EXP 07/01/202 | 800,000 | $840.0K | 0.2% | 00.0% | Unchanged | – |
Sold out since Q1 2021 (4)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| WHWyndham Hotels & Resorts, Inc. | COM | 219,762 | $15.3M | 3.8% | History |
| SMRTSmartRent, Inc. | COM CL A | 750,000 | $7.50M | 1.9% | History |
| Bridgetown 2 Holdings LtdG1355V103 | CL A | 700,000 | $7.17M | 1.8% | – |
| NBISNebius Group N.V. | Stock | 65,000 | $4.16M | 1.0% | History |