Solel Partners LP
- SEC CIK
- 0001790604
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 22
- +3 vs. Q3 2025
- Portfolio value
- $618.2M
- +$98.5M (+18.9%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 206,527 | $68.2M | 11.0% | 00.0% | Unchanged | History |
| SYFSynchrony Financial | COM | 739,000 | $61.7M | 10.0% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 593,700 | $47.1M | 7.6% | −120,000−16.8% | Reduced | History |
| BRZEBraze, Inc. | Stock | 1,272,200 | $43.6M | 7.1% | +526,300+70.6% | Added | History |
| BRSLBrightstar Lottery PLC | SHS USD | 2,795,324 | $43.3M | 7.0% | −624,800−18.3% | Reduced | History |
| DKNGDraftKings Inc. | Stock | 1,179,700 | $40.7M | 6.6% | +1,179,700 | New | History |
| TNLTravel & Leisure Co. | COM | 552,617 | $39.0M | 6.3% | −234,700−29.8% | Reduced | History |
| CPTCamden Property Trust | REIT | 285,500 | $31.4M | 5.1% | +97,500+51.9% | Added | History |
| LPLALPL Financial Holdings Inc. | COM | 87,000 | $31.1M | 5.0% | 00.0% | Unchanged | History |
| HUMHumana Inc | Stock | 113,500 | $29.1M | 4.7% | +21,300+23.1% | Added | History |
| WEXWEX Inc. | COM | 167,000 | $24.9M | 4.0% | +48,900+41.4% | Added | History |
| CXMSprinklr, Inc. | CL A | 3,149,369 | $24.5M | 4.0% | +500,000+18.9% | Added | History |
| HLFHerbalife Ltd. | COM SHS | 1,860,615 | $24.0M | 3.9% | +191,210+11.5% | Added | History |
| ESSEssex Property Trust, Inc. | COM | 76,700 | $20.1M | 3.2% | +76,700 | New | History |
| FAFFirst American Financial Corp | Stock | 307,700 | $18.9M | 3.1% | −153,000−33.2% | Reduced | History |
| CZRCaesars Entertainment, Inc. | COM | 693,850 | $16.2M | 2.6% | −86,900−11.1% | Reduced | History |
| CALMCal-Maine Foods Inc | COM NEW | 181,700 | $14.5M | 2.3% | +181,700 | New | History |
| XPOFXponential Fitness, Inc. | COM CL A | 1,245,000 | $10.2M | 1.7% | 00.0% | Unchanged | History |
| PUKPrudential PLC | ADR | 266,592 | $8.30M | 1.3% | 00.0% | Unchanged | History |
| LAWCS Disco, Inc. | COM | 1,044,444 | $8.10M | 1.3% | −60,800−5.5% | Reduced | History |
| TRTXTPG RE Finance Trust, Inc. | COM | 873,686 | $7.52M | 1.2% | 00.0% | Unchanged | History |
| BIOXBioceres Crop Solutions Corp. | SHS | 4,579,364 | $6.00M | 1.0% | 00.0% | Unchanged | History |