Solel Partners LP — 13F Holdings & Portfolio
CIK 1790604 · latest 13F-HR filed 2026-08-14
Solel Partners LP manages $588.5M in 13F-reported U.S. long-equity assets across 24 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are HUM (11.00%), UNH (10.70%), CPT (7.12%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 1, added to 8, and trimmed 8.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
15TH FLOOR
BOSTON, MA 02116
$588.5M
Long-equity book
24
Distinct positions
2026-06-30
Filed 2026-08-14
+6 / −1 / ↑8 / ↓8
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- HUMANA INC$35.3M +120.2%
- CAMDEN PPTY TR$10.1M +31.6%
- HERBALIFE LTD$10.1M +36.7%
- UNITEDHEALTH GROUP INC$7.1M +12.7%
- WEX INC$5.8M +22.8%
Top Trims
- CVS HEALTH CORP-$31.4M -88.5%
- SYNCHRONY FINANCIAL-$10.3M -20.6%
- DRAFTKINGS INC NEW-$8.1M -41.8%
- XPONENTIAL FITNESS INC-$4.1M -55.2%
- BRAZE INC-$3.2M -8.1%
New Positions
- LPL FINL HLDGS INC$38.6M
- GE HEALTHCARE TECHNOLOGIES I$26.2M
- CHURCHILL DOWNS INC$25.3M
- ALEXANDRIA REAL ESTATE EQ IN$14.2M
- GROCERY OUTLET HLDG CORP$4.3M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | HUMANA INC | HUM | 444859102 | $64.7M | 11.00% | 162,990 | SH |
| 2 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $63.0M | 10.70% | 151,527 | SH |
| 3 | CAMDEN PPTY TR | CPT | 133131102 | $41.9M | 7.12% | 366,150 | SH |
| 4 | SYNCHRONY FINANCIAL | SYF | 87165B103 | $39.9M | 6.78% | 524,900 | SH |
| 5 | TRAVEL PLUS LEISURE CO | TNL | 894164102 | $39.2M | 6.67% | 513,418 | SH |
| 6 | LPL FINL HLDGS INC | LPLA | 50212V100 | $38.6M | 6.56% | 137,000 | SH |
| 7 | HERBALIFE LTD | HLF | G4412G101 | $37.5M | 6.36% | 2,848,115 | SH |
| 8 | BRAZE INC | BRZE | 10576N102 | $36.3M | 6.16% | 1,672,000 | SH |
| 9 | AMAZON COM INC | AMZN | 023135106 | $35.0M | 5.95% | 146,800 | SH |
| 10 | WEX INC | WEX | 96208T104 | $31.4M | 5.33% | 222,387 | SH |
| 11 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 36266G107 | $26.2M | 4.46% | 409,700 | SH |
| 12 | CHURCHILL DOWNS INC | CHDN | 171484108 | $25.3M | 4.29% | 281,700 | SH |
| 13 | ESSEX PPTY TR INC | ESS | 297178105 | $22.4M | 3.80% | 76,700 | SH |
| 14 | SPRINKLR INC | CXM | 85208T107 | $18.8M | 3.20% | 3,649,369 | SH |
| 15 | BRIGHTSTAR LOTTERY PLC | BRSL | G4863A108 | $18.4M | 3.13% | 1,720,124 | SH |
| 16 | ALEXANDRIA REAL ESTATE EQ IN | ARE | 015271109 | $14.2M | 2.41% | 268,008 | SH |
| 17 | DRAFTKINGS INC NEW | DKNG | 26142V105 | $11.3M | 1.92% | 447,170 | SH |
| 18 | CS DISCO INC | LAW | 126327105 | $4.5M | 0.76% | 1,187,945 | SH |
| 19 | GROCERY OUTLET HLDG CORP | GO | 39874R101 | $4.3M | 0.73% | 428,736 | SH |
| 20 | CVS HEALTH CORP | CVS | 126650100 | $4.1M | 0.69% | 39,400 | SH |
| 21 | STEWART INFORMATION SVCS COR | STC | 860372101 | $3.7M | 0.63% | 56,166 | SH |
| 22 | XPONENTIAL FITNESS INC | XPOF | 98422X101 | $3.4M | 0.57% | 485,300 | SH |
| 23 | TPG RE FIN TR INC | TRTX | 87266M107 | $2.9M | 0.50% | 349,838 | SH |
| 24 | BIOCERES CROP SOLUTIONS CORP | BIOX | G1117K114 | $1.6M | 0.27% | 4,579,364 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $588.5M | 24 | 0000905148-26-003746 |
| 2026-03-31 | 2026-05-15 | $467.7M | 19 | 0000905148-26-002397 |
| 2025-12-31 | 2026-02-17 | $618.2M | 22 | 0000905148-26-000865 |
| 2025-09-30 | 2025-11-14 | $519.8M | 19 | 0000905148-25-004046 |