Solel Partners LP
- SEC CIK
- 0001790604
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 20
- −1 vs. Q1 2025
- Portfolio value
- $574.5M
- +$34.4M (+6.4%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SYFSynchrony Financial | COM | 1,211,600 | $80.9M | 14.1% | +145,725+13.7% | Added | History |
| BRSLBrightstar Lottery PLC | SHS USD | 4,481,624 | $70.9M | 12.3% | +1,176,700+35.6% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 187,527 | $58.5M | 10.2% | +121,427+183.7% | Added | History |
| BASECouchbase, Inc. | COM | 2,375,367 | $57.9M | 10.1% | +256,974+12.1% | Added | History |
| CVSCVS Health Corp | Stock | 674,300 | $46.5M | 8.1% | −100,000−12.9% | Reduced | History |
| TNLTravel & Leisure Co. | COM | 787,317 | $40.6M | 7.1% | 00.0% | Unchanged | History |
| LPLALPL Financial Holdings Inc. | COM | 87,000 | $32.6M | 5.7% | 00.0% | Unchanged | History |
| PGREParamount Group, Inc. | COM | 4,202,729 | $25.6M | 4.5% | +618,474+17.3% | Added | History |
| CXMSprinklr, Inc. | CL A | 2,972,463 | $25.1M | 4.4% | −750,000−20.1% | Reduced | History |
| HUMHumana Inc | Stock | 92,200 | $22.5M | 3.9% | −11,400−11.0% | Reduced | History |
| CZRCaesars Entertainment, Inc. | COM | 780,750 | $22.2M | 3.9% | −362,550−31.7% | Reduced | History |
| DHIHorton D R Inc | COM | 160,000 | $20.6M | 3.6% | +160,000 | New | History |
| BIOXBioceres Crop Solutions Corp. | SHS | 4,579,364 | $20.5M | 3.6% | 00.0% | Unchanged | History |
| HLFHerbalife Ltd. | COM SHS | 1,669,405 | $14.4M | 2.5% | +262,614+18.7% | Added | History |
| MLCOMelco Resorts & Entertainment LTD | ADR | 1,328,000 | $9.60M | 1.7% | 00.0% | Unchanged | History |
| TRTXTPG RE Finance Trust, Inc. | COM | 873,686 | $6.74M | 1.2% | 00.0% | Unchanged | History |
| PUKPrudential PLC | ADR | 266,592 | $6.67M | 1.2% | 00.0% | Unchanged | History |
| JCAPJefferson Capital, Inc. | COM | 314,764 | $5.81M | 1.0% | +314,764 | New | History |
| LAWCS Disco, Inc. | COM | 1,105,244 | $4.83M | 0.8% | 00.0% | Unchanged | History |
| XPOFXponential Fitness, Inc. | COM CL A | 259,660 | $1.94M | 0.3% | +259,660 | New | History |
Sold out since Q1 2025 (4)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| CICigna Group | Stock | 93,135 | $30.6M | 5.7% | History |
| GOGrocery Outlet Holding Corp. | COM | 2,188,470 | $30.6M | 5.7% | History |
| AMZNAmazon Com Inc | Stock | 108,470 | $20.6M | 3.8% | History |
| EVRIEveri Holdings Inc. | COM | 204,250 | $2.79M | 0.5% | History |