Solel Partners LP 13F holdings
Solel Partners LP reported 24 positions with a total reported value of $588.5M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: HUM HUMANA INC (11.0%), UNH UNITEDHEALTH GROUP INC (10.7%), CAMDEN PPTY TR (7.1%), SYF SYNCHRONY FINANCIAL (6.8%), TNL TRAVEL PLUS LEISURE CO (6.7%). Against 2026-03-31 it opened 6 new positions and exited 1. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
24 largest of 24 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| HUM HUMANA INC | 162,990 | $64.7M | 11.0% |
| UNH UNITEDHEALTH GROUP INC | 151,527 | $63.0M | 10.7% |
| CAMDEN PPTY TR | 366,150 | $41.9M | 7.1% |
| SYF SYNCHRONY FINANCIAL | 524,900 | $39.9M | 6.8% |
| TNL TRAVEL PLUS LEISURE CO | 513,418 | $39.2M | 6.7% |
| LPL FINL HLDGS INC | 137,000 | $38.6M | 6.6% |
| HLF HERBALIFE LTD | 2,848,115 | $37.5M | 6.4% |
| BRZE BRAZE INC | 1,672,000 | $36.3M | 6.2% |
| AMZN AMAZON COM INC | 146,800 | $35.0M | 5.9% |
| WEX WEX INC | 222,387 | $31.4M | 5.3% |
| GEHC GE HEALTHCARE TECHNOLOGIES I | 409,700 | $26.2M | 4.5% |
| CHDN CHURCHILL DOWNS INC | 281,700 | $25.3M | 4.3% |
| ESSEX PPTY TR INC | 76,700 | $22.4M | 3.8% |
| CXM SPRINKLR INC | 3,649,369 | $18.8M | 3.2% |
| BRSL BRIGHTSTAR LOTTERY PLC | 1,720,124 | $18.4M | 3.1% |
| ARE ALEXANDRIA REAL ESTATE EQ IN | 268,008 | $14.2M | 2.4% |
| DKNG DRAFTKINGS INC NEW | 447,170 | $11.3M | 1.9% |
| LAW CS DISCO INC | 1,187,945 | $4.5M | 0.8% |
| GO GROCERY OUTLET HLDG CORP | 428,736 | $4.3M | 0.7% |
| CVS CVS HEALTH CORP | 39,400 | $4.1M | 0.7% |
| STC STEWART INFORMATION SVCS COR | 56,166 | $3.7M | 0.6% |
| XPOF XPONENTIAL FITNESS INC | 485,300 | $3.4M | 0.6% |
| TRTX TPG RE FIN TR INC | 349,838 | $2.9M | 0.5% |
| BIOX BIOCERES CROP SOLUTIONS CORP | 4,579,364 | $1.6M | 0.3% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 6 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| LPL FINL HLDGS INC | 137,000 | $38.6M | 6.6% |
| GEHC GE HEALTHCARE TECHNOLOGIES I | 409,700 | $26.2M | 4.5% |
| CHDN CHURCHILL DOWNS INC | 281,700 | $25.3M | 4.3% |
| ARE ALEXANDRIA REAL ESTATE EQ IN | 268,008 | $14.2M | 2.4% |
| GO GROCERY OUTLET HLDG CORP | 428,736 | $4.3M | 0.7% |
| STC STEWART INFORMATION SVCS COR | 56,166 | $3.7M | 0.6% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 1 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| PUK PRUDENTIAL PLC | 266,592 | $7.6M | 1.6% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| HLF HERBALIFE LTD | 1,860,615 | 2,848,115 | +53.1% | $37.5M |
| WEX WEX INC | 167,000 | 222,387 | +33.2% | $31.4M |
| CAMDEN PPTY TR | 326,150 | 366,150 | +12.3% | $41.9M |
| BRSL BRIGHTSTAR LOTTERY PLC | 1,420,124 | 1,720,124 | +21.1% | $18.4M |
| LAW CS DISCO INC | 1,044,444 | 1,187,945 | +13.7% | $4.5M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CVS CVS HEALTH CORP | 493,700 | 39,400 | -92.0% | $4.1M |
| UNH UNITEDHEALTH GROUP INC | 206,527 | 151,527 | -26.6% | $63.0M |
| SYF SYNCHRONY FINANCIAL | 739,000 | 524,900 | -29.0% | $39.9M |
| DKNG DRAFTKINGS INC NEW | 897,170 | 447,170 | -50.2% | $11.3M |
| XPOF XPONENTIAL FITNESS INC | 1,245,000 | 485,300 | -61.0% | $3.4M |
| TNL TRAVEL PLUS LEISURE CO | 552,617 | 513,418 | -7.1% | $39.2M |
| HUM HUMANA INC | 169,550 | 162,990 | -3.9% | $64.7M |
| TRTX TPG RE FIN TR INC | 540,574 | 349,838 | -35.3% | $2.9M |
| AMZN AMAZON COM INC | 148,300 | 146,800 | -1.0% | $35.0M |
CIK 1790604 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
