Solel Partners LP
13F Reported Value
ⓘ$588.5M
Holdings
24
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Solel Partners LP disclosed 24 positions worth $588.5M in its Form 13F-HR for Q2 2026, led by $HUM (HUMANA INC) at 11.0% of the equity portfolio, followed by $UNH and $CPT. During the quarter the fund opened 6 new positions and exited 1 — including a new stake in $LPLA and a full exit from $PUK. The portfolio is most concentrated in Healthcare (26.9% of disclosed assets). All figures are sourced directly from Solel Partners LP’s Form 13F-HR filing with the SEC under CIK 1790604.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 58.9#965
Quality
$64.7M162,990 sh - 62.7#687
Quality
$63.0M151,527 sh - 61.0#805
Quality
$41.9M366,150 sh - 64.0
Quality
$39.9M524,900 sh - 53.7
Quality
$39.2M513,418 sh - 72.1
Quality
$38.6M137,000 sh - —
Quality
$37.5M2,848,115 sh - 47.4
Quality
$36.3M1,672,000 sh - 68.7
Quality
$35.0M146,800 sh - 48.9
Quality
$31.4M222,387 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 HUMANA INC$HUM | 58.9#965 | $64.7M | 162,990 |
 UNITEDHEALTH GROUP INC$UNH | 62.7#687 | $63.0M | 151,527 |
 CAMDEN PROPERTY TRUST$CPT | 61.0#805 | $41.9M | 366,150 |
 Synchrony Financial$SYF | 64.0 | $39.9M | 524,900 |
 Travel & Leisure Co.$TNL | 53.7 | $39.2M | 513,418 |
 LPL Financial Holdings Inc.$LPLA | 72.1 | $38.6M | 137,000 |
 HERBALIFE LTD.$HLF | — | $37.5M | 2,848,115 |
 Braze, Inc.$BRZE | 47.4 | $36.3M | 1,672,000 |
 AMAZON COM INC$AMZN | 68.7 | $35.0M | 146,800 |
 WEX Inc.$WEX | 48.9 | $31.4M | 222,387 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Solel Partners LP's 24 positions.
Showing top 10 of 24 holdings.
Sector Allocation
Healthcare
$158.0M
Financials
$82.2M
Real Estate
$81.4M
Consumer Discretionary
$74.2M
Technology
$59.6M
Communication Services
$58.3M
Consumer Staples
$41.7M
Industrials
$31.4M
Full Holdings — Solel Partners LP (Q2 2026)
All 24 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $HUM | HUMANA INC | $64.7M | 11.0% | -4% | 58.9 |
| 2 | $UNH | UNITEDHEALTH GROUP INC | $63.0M | 10.7% | -27% | 62.7 |
| 3 | $CPT | CAMDEN PROPERTY TRUST | $41.9M | 7.1% | +12% | 61 |
| 4 | $SYF | Synchrony Financial | $39.9M | 6.8% | -29% | 64 |
| 5 | $TNL | Travel & Leisure Co. | $39.2M | 6.7% | -7% | 53.7 |
| 6 | $LPLA | LPL Financial Holdings Inc. | $38.6M | 6.6% | NEW | 72.1 |
| 7 | $HLF | HERBALIFE LTD. | $37.5M | 6.4% | +53% | — |
| 8 | $BRZE | Braze, Inc. | $36.3M | 6.2% | +0% | 47.4 |
| 9 | $AMZN | AMAZON COM INC | $35.0M | 6.0% | -1% | 68.7 |
| 10 | $WEX | WEX Inc. | $31.4M | 5.3% | +33% | 48.9 |
| 11 |  $GEHC | GE HealthCare Technologies Inc. | $26.2M | 4.5% | NEW | 55.7 |
| 12 |  $CHDN | Churchill Downs Inc | $25.3M | 4.3% | NEW | 61.2 |
| 13 |  $ESS | ESSEX PROPERTY TRUST, INC. | $22.4M | 3.8% | +0% | 64.2 |
| 14 |  $CXM | Sprinklr, Inc. | $18.8M | 3.2% | +0% | 48.3 |
| 15 |  $BRSL | Brightstar Lottery PLC | $18.4M | 3.1% | +21% | — |
| 16 |  $ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | $14.2M | 2.4% | NEW | 43 |
| 17 |  $DKNG | DraftKings Inc. | $11.3M | 1.9% | -50% | 60.4 |
| 18 |  $LAW | CS Disco, Inc. | $4.5M | 0.8% | +14% | 26.3 |
| 19 |  $GO | Grocery Outlet Holding Corp. | $4.3M | 0.7% | NEW | 39 |
| 20 |  $CVS | CVS HEALTH Corp | $4.1M | 0.7% | -92% | 59.4 |
| 21 |  $STC | STEWART INFORMATION SERVICES CORP | $3.7M | 0.6% | NEW | 67.5 |
| 22 |  $XPOF | Xponential Fitness, Inc. | $3.4M | 0.6% | -61% | 15.6 |
| 23 |  $TRTX | TPG RE Finance Trust, Inc. | $2.9M | 0.5% | -35% | 55.3 |
| 24 |  $BIOX | Bioceres Crop Solutions Corp. | $1.6M | 0.3% | +0% | 19.7 |
New Positions (6)
Exited Positions (1)
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