Solel Partners LP
- SEC CIK
- 0001790604
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 32
- +10 vs. Q1 2022
- Portfolio value
- $542.8M
- +$80.1M (+17.3%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BIOXBioceres Crop Solutions Corp. | SHS | 4,579,364 | $62.8M | 11.6% | +4,579,364 | New | History |
| CICigna Group | Stock | 235,400 | $62.0M | 11.4% | 00.0% | Unchanged | History |
| CHNGChange Healthcare Inc. | COM | 2,406,335 | $55.5M | 10.2% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 327,740 | $34.8M | 6.4% | +111,180+51.3% | AddedConverted for a 20-for-1 split | History |
| UBERUber Technologies, Inc | Stock | 1,482,500 | $30.3M | 5.6% | +144,500+10.8% | Added | History |
| AIVApartment Investment & Management Co | CL A | 4,245,000 | $27.2M | 5.0% | +1,300,000+44.1% | Added | History |
| HLFHerbalife Ltd. | COM SHS | 1,319,405 | $27.0M | 5.0% | +1,214,405+1,156.6% | Added | History |
| PCGPG&E Corp | Stock | 2,394,406 | $23.9M | 4.4% | −300,000−11.1% | Reduced | History |
| ALITAlight, Inc. / Delaware | COM CL A | 3,326,817 | $22.5M | 4.1% | +435,000+15.0% | Added | History |
| HUMHumana Inc | Stock | 45,300 | $21.2M | 3.9% | 00.0% | Unchanged | History |
| UHSUniversal Health Services Inc | CL B | 182,341 | $18.4M | 3.4% | −170,059−48.3% | Reduced | History |
| Abacus Global Management, Inc.274681105 | COM CL A | 1,700,000 | $17.0M | 3.1% | 00.0% | Unchanged | – |
| PRGPROG Holdings, Inc. | Stock | 1,000,000 | $16.5M | 3.0% | +1,000,000 | New | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 300,000 | $16.5M | 3.0% | 00.0% | Unchanged | History |
| TNLTravel & Leisure Co. | COM | 351,958 | $13.7M | 2.5% | 00.0% | Unchanged | History |
| BASECouchbase, Inc. | COM | 809,424 | $13.3M | 2.4% | +694,424+603.8% | Added | History |
| EWCZEuropean Wax Center, Inc. | CLASS A COM | 700,000 | $12.3M | 2.3% | 00.0% | Unchanged | History |
| MLCOMelco Resorts & Entertainment LTD | ADR | 2,020,000 | $11.6M | 2.1% | +500,000+32.9% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 57,500 | $10.8M | 2.0% | +57,500 | New | – |
| Post Holdings Partnering Cor737465104 | COM SER A | 1,099,998 | $10.7M | 2.0% | +1,099,998 | New | – |
| DISH Network CORP25470MAF6 | NOTE 12/1 | – | $8.46M | 1.6% | – | New | – |
| Wayfair Inc.94419LAM3 | NOTE 0.625%10/0 | – | $6.66M | 1.2% | – | New | – |
| PUKPrudential PLC | ADR | 257,232 | $6.46M | 1.2% | +184,000+251.3% | Added | History |
| Simon Property Grp Acq Holdi82880R103 | COM CL A | 600,000 | $5.88M | 1.1% | 00.0% | Unchanged | – |
| MCWMister Car Wash, Inc. | COM | 345,893 | $3.76M | 0.7% | 00.0% | Unchanged | History |
| APPNAppian Corp | CL A | 21,000 | $995.0K | 0.2% | +21,000 | New | History |
| ROSTRoss Stores, Inc. | COM | 14,000 | $983.0K | 0.2% | +14,000 | New | History |
| APOApollo Global Management, Inc. | COM | 19,500 | $945.0K | 0.2% | +19,500 | New | History |
| TASTCarrols Restaurant Group, Inc. | COM | 220,931 | $446.0K | 0.1% | +220,931 | New | History |
| East Res Acquisition Co274681113 | *W EXP 07/01/202 | 800,000 | $176.0K | <0.1% | 00.0% | Unchanged | – |
| Post Holdings Partnering Cor737465112 | *W EXP 04/12/202 | 366,666 | $101.0K | <0.1% | +366,666 | New | – |
| Simon Property Grp Acq Holdi82880R111 | *W EXP 02/04/202 | 120,000 | $22.0K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q1 2022 (1)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| Post Holdings Partnering Cor737465203 | UNIT 99/99/9999 | 1,100,000 | $10.9M | 2.4% | – |