Institutions / Solel Partners LP

Solel Partners LP

CIK 1790604 · Institution · as of Dec 31, 2025
Portfolio value
$618.24M
Positions
22
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
Unitedhealth Group Inc$68.18M206,52711.0%
Synchrony Financial$61.65M739,00010.0%
CVS HEALTH Corp$47.12M593,7007.6%
Braze, Inc.$43.62M1,272,2007.1%
Brightstar Lottery PLC$43.27M2,795,3247.0%
DraftKings Inc.$40.65M1,179,7006.6%
Travel + Leisure Co$38.98M552,6176.3%
Camden Property Trust$31.43M285,5005.1%
LPL Financial Holdings Inc.$31.07M87,0005.0%
Humana Inc$29.07M113,5004.7%
WEX Inc$24.88M167,0004.0%
Sprinklr, Inc.$24.50M3,149,3694.0%
Herbalife Ltd$23.98M1,860,6153.9%
Essex Property Trust, Inc.$20.07M76,7003.2%
First American Financial Corp$18.91M307,7003.1%
Caesars Entertainment, Inc.$16.23M693,8502.6%
Cal-Maine Foods Inc$14.46M181,7002.3%
Xponential Fitness, Inc.XPOFCommon Stock$10.25M1,245,0001.7%
Prudential PLC$8.30M266,5921.3%
CS Disco, Inc.LAWCommon Stock$8.10M1,044,4441.3%
TPG RE Finance Trust, Inc.$7.52M873,6861.2%
Bioceres Crop Solutions Corp$6.00M4,579,3641.0%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.