Solel Partners LP
- SEC CIK
- 0001790604
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 21
- −1 vs. Q4 2024
- Portfolio value
- $540.1M
- +$29.3M (+5.7%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SYFSynchrony Financial | COM | 1,065,875 | $56.4M | 10.4% | +11,575+1.1% | Added | History |
| BRSLBrightstar Lottery PLC | SHS USD | 3,304,924 | $53.7M | 9.9% | +246,774+8.1% | Added | History |
| CVSCVS Health Corp | Stock | 774,300 | $52.5M | 9.7% | −650,100−45.6% | Reduced | History |
| TNLTravel & Leisure Co. | COM | 787,317 | $36.4M | 6.7% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 66,100 | $34.6M | 6.4% | +66,100 | New | History |
| BASECouchbase, Inc. | COM | 2,118,393 | $33.4M | 6.2% | +170,526+8.8% | Added | History |
| CXMSprinklr, Inc. | CL A | 3,722,463 | $31.1M | 5.8% | +1,875,982+101.6% | Added | History |
| CICigna Group | Stock | 93,135 | $30.6M | 5.7% | −55,265−37.2% | Reduced | History |
| GOGrocery Outlet Holding Corp. | COM | 2,188,470 | $30.6M | 5.7% | −303,097−12.2% | Reduced | History |
| CZRCaesars Entertainment, Inc. | COM | 1,143,300 | $28.6M | 5.3% | +1,143,300 | New | History |
| LPLALPL Financial Holdings Inc. | COM | 87,000 | $28.5M | 5.3% | 00.0% | Unchanged | History |
| HUMHumana Inc | Stock | 103,600 | $27.4M | 5.1% | +99,200+2,254.5% | Added | History |
| BIOXBioceres Crop Solutions Corp. | SHS | 4,579,364 | $20.9M | 3.9% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 108,470 | $20.6M | 3.8% | 00.0% | Unchanged | History |
| PGREParamount Group, Inc. | COM | 3,584,255 | $15.4M | 2.9% | +2,224,179+163.5% | Added | History |
| HLFHerbalife Ltd. | COM SHS | 1,406,791 | $12.1M | 2.2% | +237,386+20.3% | Added | History |
| TRTXTPG RE Finance Trust, Inc. | COM | 873,686 | $7.12M | 1.3% | +274,020+45.7% | Added | History |
| MLCOMelco Resorts & Entertainment LTD | ADR | 1,328,000 | $7.00M | 1.3% | 00.0% | Unchanged | History |
| PUKPrudential PLC | ADR | 266,592 | $5.73M | 1.1% | 00.0% | Unchanged | History |
| LAWCS Disco, Inc. | COM | 1,105,244 | $4.52M | 0.8% | −43,490−3.8% | Reduced | History |
| EVRIEveri Holdings Inc. | COM | 204,250 | $2.79M | 0.5% | −310,937−60.4% | Reduced | History |
Sold out since Q4 2024 (3)
Positions held at the end of Q4 2024 that are gone from this filing.