Solel Partners Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Solel Partners Lp disclosed 23 stock positions valued at approximately $588.49M as of quarter-end June 30, 2026. The largest holdings include HUMANA INC, UNITEDHEALTH GROUP INC, and CAMDEN PPTY TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 23
- Portfolio Value
- $588.49M
Holdings by Sector
Solel Partners Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| HUMANA INC | HUM | Healthcare | 11.00% | 162,990 | -6,560 | -3.87% | $64,742,888 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 10.70% | 151,527 | -55,000 | -26.63% | $62,979,167 |
| CAMDEN PPTY TR | CPT | Real Estate | 7.12% | 366,150 | +40,000 | +12.26% | $41,920,514 |
| SYNCHRONY FINANCIAL | SYF | Financial Services | 6.78% | 524,900 | -214,100 | -28.97% | $39,918,645 |
| TRAVEL PLUS LEISURE CO | TNL | Consumer Cyclical | 6.67% | 513,418 | -39,199 | -7.09% | $39,240,538 |
| LPL FINL HLDGS INC | LPLA | Financial Services | 6.56% | 137,000 | +50,000 | +57.47% | $38,590,160 |
| HERBALIFE LTD | HLF | Consumer Cyclical | 6.36% | 2,848,115 | +987,500 | +53.07% | $37,452,712 |
| BRAZE INC | BRZE | Technology | 6.16% | 1,672,000 | - | - | $36,265,680 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 5.95% | 146,800 | -1,500 | -1.01% | $34,988,312 |
| WEX INC | WEX | Technology | 5.33% | 222,387 | +55,387 | +33.17% | $31,376,582 |
| GE HEALTHCARE TECHNOLOGIES I | GEHC | Healthcare | 4.46% | 409,700 | +409,700 | +100.00% | $26,224,897 |
| CHURCHILL DOWNS INC | CHDN | Consumer Cyclical | 4.29% | 281,700 | +281,700 | +100.00% | $25,251,588 |
| ESSEX PPTY TR INC | ESS | Real Estate | 3.80% | 76,700 | - | - | $22,364,953 |
| SPRINKLR INC | CXM | Technology | 3.20% | 3,649,369 | - | - | $18,830,744 |
| BRIGHTSTAR LOTTERY PLC | BRSL | Other | 3.13% | 1,720,124 | +300,000 | +21.12% | $18,439,729 |
| ALEXANDRIA REAL ESTATE EQ IN | ARE | Real Estate | 2.41% | 268,008 | +268,008 | +100.00% | $14,164,223 |
| DRAFTKINGS INC NEW | DKNG | Consumer Cyclical | 1.92% | 447,170 | -450,000 | -50.16% | $11,295,514 |
| CS DISCO INC | LAW | Technology | 0.76% | 1,187,945 | +143,501 | +13.74% | $4,490,432 |
| GROCERY OUTLET HLDG CORP | GO | Consumer Defensive | 0.73% | 428,736 | +428,736 | +100.00% | $4,278,785 |
| CVS HEALTH CORP | CVS | Healthcare | 0.69% | 39,400 | -454,300 | -92.02% | $4,075,930 |
| STEWART INFORMATION SVCS COR | STC | Financial Services | 0.63% | 56,166 | +56,166 | +100.00% | $3,708,079 |
| XPONENTIAL FITNESS INC | XPOF | Consumer Cyclical | 0.57% | 485,300 | -759,700 | -61.02% | $3,358,276 |
| TPG RE FIN TR INC | TRTX | Real Estate | 0.50% | 349,838 | -190,736 | -35.28% | $2,928,144 |
Showing 23 of 23 holdings in the latest reporting period.