Solel Partners LP — 13F Holdings & Portfolio
CIK 1790604 · latest 13F-HR filed 2026-05-15
Solel Partners LP manages $467.7M in 13F-reported U.S. long-equity assets across 19 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are UNH (11.95%), SYF (10.75%), BRZE (8.44%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 4, added to 1, and trimmed 13.
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.
$467.7M
Long-equity book
19
Distinct positions
2026-03-31
Filed 2026-05-15
+1 / −4 / ↑1 / ↓13
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- BRIGHTSTAR LOTTERY PLC-$25.2M -58.2%
- DRAFTKINGS INC NEW-$21.3M -52.3%
- UNITEDHEALTH GROUP INC-$12.3M -18.0%
- CVS HEALTH CORP-$11.7M -24.7%
- SYNCHRONY FINANCIAL-$11.4M -18.5%
Exited Positions
- LPL FINL HLDGS INC$31.1M
- FIRST AMERN FINL CORP$18.9M
- CAESARS ENTERTAINMENT INC NE$16.2M
- CAL MAINE FOODS INC$14.5M
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 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $55.9M | 11.95% | 206,527 | SH |
| 2 | SYNCHRONY FINANCIAL | SYF | 87165B103 | $50.3M | 10.75% | 739,000 | SH |
| 3 | BRAZE INC | BRZE | 10576N102 | $39.5M | 8.44% | 1,672,000 | SH |
| 4 | TRAVEL PLUS LEISURE CO | TNL | 894164102 | $38.2M | 8.18% | 552,617 | SH |
| 5 | CVS HEALTH CORP | CVS | 126650100 | $35.5M | 7.58% | 493,700 | SH |
| 6 | CAMDEN PPTY TR | CPT | 133131102 | $31.9M | 6.81% | 326,150 | SH |
| 7 | AMAZON COM INC | AMZN | 023135106 | $30.9M | 6.60% | 148,300 | SH |
| 8 | HUMANA INC | HUM | 444859102 | $29.4M | 6.29% | 169,550 | SH |
| 9 | HERBALIFE LTD | HLF | G4412G101 | $27.4M | 5.86% | 1,860,615 | SH |
| 10 | WEX INC | WEX | 96208T104 | $25.6M | 5.46% | 167,000 | SH |
| 11 | SPRINKLR INC | CXM | 85208T107 | $21.9M | 4.68% | 3,649,369 | SH |
| 12 | DRAFTKINGS INC NEW | DKNG | 26142V105 | $19.4M | 4.15% | 897,170 | SH |
| 13 | ESSEX PPTY TR INC | ESS | 297178105 | $18.6M | 3.97% | 76,700 | SH |
| 14 | BRIGHTSTAR LOTTERY PLC | BRSL | G4863A108 | $18.1M | 3.87% | 1,420,124 | SH |
| 15 | PRUDENTIAL PLC | PUK | 74435K204 | $7.6M | 1.62% | 266,592 | SH |
| 16 | XPONENTIAL FITNESS INC | XPOF | 98422X101 | $7.5M | 1.60% | 1,245,000 | SH |
| 17 | TPG RE FIN TR INC | TRTX | 87266M107 | $4.2M | 0.90% | 540,574 | SH |
| 18 | CS DISCO INC | LAW | 126327105 | $4.0M | 0.85% | 1,044,444 | SH |
| 19 | BIOCERES CROP SOLUTIONS CORP | BIOX | G1117K114 | $2.0M | 0.44% | 4,579,364 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |