Solel Partners LP
- SEC CIK
- 0001790604
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 19
- −3 vs. Q4 2025
- Portfolio value
- $467.7M
- −$150.6M (−24.4%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 206,527 | $55.9M | 11.9% | 00.0% | Unchanged | History |
| SYFSynchrony Financial | COM | 739,000 | $50.3M | 10.7% | 00.0% | Unchanged | History |
| BRZEBraze, Inc. | Stock | 1,672,000 | $39.5M | 8.4% | +399,800+31.4% | Added | History |
| TNLTravel & Leisure Co. | COM | 552,617 | $38.2M | 8.2% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 493,700 | $35.5M | 7.6% | −100,000−16.8% | Reduced | History |
| CPTCamden Property Trust | REIT | 326,150 | $31.9M | 6.8% | +40,650+14.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 148,300 | $30.9M | 6.6% | +148,300 | New | History |
| HUMHumana Inc | Stock | 169,550 | $29.4M | 6.3% | +56,050+49.4% | Added | History |
| HLFHerbalife Ltd. | COM SHS | 1,860,615 | $27.4M | 5.9% | 00.0% | Unchanged | History |
| WEXWEX Inc. | COM | 167,000 | $25.6M | 5.5% | 00.0% | Unchanged | History |
| CXMSprinklr, Inc. | CL A | 3,649,369 | $21.9M | 4.7% | +500,000+15.9% | Added | History |
| DKNGDraftKings Inc. | Stock | 897,170 | $19.4M | 4.1% | −282,530−23.9% | Reduced | History |
| ESSEssex Property Trust, Inc. | COM | 76,700 | $18.6M | 4.0% | 00.0% | Unchanged | History |
| BRSLBrightstar Lottery PLC | SHS USD | 1,420,124 | $18.1M | 3.9% | −1,375,200−49.2% | Reduced | History |
| PUKPrudential PLC | ADR | 266,592 | $7.58M | 1.6% | 00.0% | Unchanged | History |
| XPOFXponential Fitness, Inc. | COM CL A | 1,245,000 | $7.49M | 1.6% | 00.0% | Unchanged | History |
| TRTXTPG RE Finance Trust, Inc. | COM | 540,574 | $4.22M | 0.9% | −333,112−38.1% | Reduced | History |
| LAWCS Disco, Inc. | COM | 1,044,444 | $3.99M | 0.9% | 00.0% | Unchanged | History |
| BIOXBioceres Crop Solutions Corp. | SHS | 4,579,364 | $2.04M | 0.4% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (4)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| LPLALPL Financial Holdings Inc. | COM | 87,000 | $31.1M | 5.0% | History |
| FAFFirst American Financial Corp | Stock | 307,700 | $18.9M | 3.1% | History |
| CZRCaesars Entertainment, Inc. | COM | 693,850 | $16.2M | 2.6% | History |
| CALMCal-Maine Foods Inc | COM NEW | 181,700 | $14.5M | 2.3% | History |