Solel Partners LP
- SEC CIK
- 0001790604
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 22
- +2 vs. Q1 2024
- Portfolio value
- $613.9M
- +$10.3M (+1.7%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HUMHumana Inc | Stock | 199,800 | $74.7M | 12.2% | +65,000+48.2% | Added | History |
| BIOXBioceres Crop Solutions Corp. | SHS | 4,579,364 | $51.3M | 8.4% | 00.0% | Unchanged | History |
| SYFSynchrony Financial | COM | 1,054,300 | $49.8M | 8.1% | 00.0% | Unchanged | History |
| BRSLBrightstar Lottery PLC | SHS USD | 2,125,000 | $43.5M | 7.1% | +2,125,000 | New | History |
| ZUOZuora Inc | COM CL A | 4,058,308 | $40.3M | 6.6% | +483,445+13.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 202,470 | $39.1M | 6.4% | 00.0% | Unchanged | History |
| FNFFidelity National Financial, Inc. | COM SHS | 789,000 | $39.0M | 6.4% | 00.0% | Unchanged | History |
| CICigna Group | Stock | 111,200 | $36.8M | 6.0% | −122,700−52.5% | Reduced | History |
| GOGrocery Outlet Holding Corp. | COM | 1,626,573 | $36.0M | 5.9% | +1,626,573 | New | History |
| CXMSprinklr, Inc. | CL A | 3,692,963 | $35.5M | 5.8% | +1,176,726+46.8% | Added | History |
| TNLTravel & Leisure Co. | COM | 787,317 | $35.4M | 5.8% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 503,400 | $29.7M | 4.8% | +503,400 | New | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 416,400 | $26.8M | 4.4% | 00.0% | Unchanged | History |
| Liveperson Inc538146AD3 | NOTE 12/1 | – | $19.8M | 3.2% | – | – | – |
| BASECouchbase, Inc. | COM | 883,138 | $16.1M | 2.6% | −409,375−31.7% | Reduced | History |
| HLFHerbalife Ltd. | COM SHS | 1,169,405 | $12.2M | 2.0% | 00.0% | Unchanged | History |
| MLCOMelco Resorts & Entertainment LTD | ADR | 1,328,000 | $9.91M | 1.6% | +338,700+34.2% | Added | History |
| LAWCS Disco, Inc. | COM | 1,493,781 | $8.90M | 1.5% | −1,848,527−55.3% | Reduced | History |
| PUKPrudential PLC | ADR | 266,592 | $4.88M | 0.8% | −73,232−21.5% | Reduced | History |
| LPSNLiveperson Inc | COM | 4,094,659 | $2.38M | 0.4% | 00.0% | Unchanged | History |
| CPNGCoupang, Inc. | CL A | 65,600 | $1.37M | 0.2% | 00.0% | Unchanged | History |
| EVRIEveri Holdings Inc. | COM | 58,110 | $488.1K | 0.1% | +58,110 | New | History |
Sold out since Q1 2024 (2)
Positions held at the end of Q1 2024 that are gone from this filing.