Solel Partners LP
- SEC CIK
- 0001790604
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 24
- +5 vs. Q1 2026
- Portfolio value
- $588.5M
- +$120.8M (+25.8%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HUMHumana Inc | Stock | 162,990 | $64.7M | 11.0% | −6,560−3.9% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 151,527 | $63.0M | 10.7% | −55,000−26.6% | Reduced | History |
| CPTCamden Property Trust | REIT | 366,150 | $41.9M | 7.1% | +40,000+12.3% | Added | History |
| SYFSynchrony Financial | COM | 524,900 | $39.9M | 6.8% | −214,100−29.0% | Reduced | History |
| TNLTravel & Leisure Co. | COM | 513,418 | $39.2M | 6.7% | −39,199−7.1% | Reduced | History |
| LPLALPL Financial Holdings Inc. | COM | 137,000 | $38.6M | 6.6% | +137,000 | New | History |
| HLFHerbalife Ltd. | COM SHS | 2,848,115 | $37.5M | 6.4% | +987,500+53.1% | Added | History |
| BRZEBraze, Inc. | Stock | 1,672,000 | $36.3M | 6.2% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 146,800 | $35.0M | 5.9% | −1,500−1.0% | Reduced | History |
| WEXWEX Inc. | COM | 222,387 | $31.4M | 5.3% | +55,387+33.2% | Added | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 409,700 | $26.2M | 4.5% | +409,700 | New | History |
| CHDNChurchill Downs Inc | COM | 281,700 | $25.3M | 4.3% | +281,700 | New | History |
| ESSEssex Property Trust, Inc. | COM | 76,700 | $22.4M | 3.8% | 00.0% | Unchanged | History |
| CXMSprinklr, Inc. | CL A | 3,649,369 | $18.8M | 3.2% | 00.0% | Unchanged | History |
| BRSLBrightstar Lottery PLC | SHS USD | 1,720,124 | $18.4M | 3.1% | +300,000+21.1% | Added | History |
| AREAlexandria Real Estate Equities, Inc. | COM | 268,008 | $14.2M | 2.4% | +268,008 | New | History |
| DKNGDraftKings Inc. | Stock | 447,170 | $11.3M | 1.9% | −450,000−50.2% | Reduced | History |
| LAWCS Disco, Inc. | COM | 1,187,945 | $4.49M | 0.8% | +143,501+13.7% | Added | History |
| GOGrocery Outlet Holding Corp. | COM | 428,736 | $4.28M | 0.7% | +428,736 | New | History |
| CVSCVS Health Corp | Stock | 39,400 | $4.08M | 0.7% | −454,300−92.0% | Reduced | History |
| STCStewart Information Services Corp | COM | 56,166 | $3.71M | 0.6% | +56,166 | New | History |
| XPOFXponential Fitness, Inc. | COM CL A | 485,300 | $3.36M | 0.6% | −759,700−61.0% | Reduced | History |
| TRTXTPG RE Finance Trust, Inc. | COM | 349,838 | $2.93M | 0.5% | −190,736−35.3% | Reduced | History |
| BIOXBioceres Crop Solutions Corp. | SHS | 4,579,364 | $1.60M | 0.3% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.