Solel Partners Lp Portfolio Stock Holdings
Solel Partners Lp disclosed 19 stock positions valued at approximately $467.7 million in its latest SEC 13F filing. The largest holdings include UNITEDHEALTH GROUP INC, SYNCHRONY FINANCIAL, and BRAZE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 19
- Portfolio Value
- $467.7M
Holdings by Sector
Solel Partners Lp Portfolio Holdings in Q1 2026
17 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 11.95% | 206,527 | - | - | $55,884,141 |
| SYNCHRONY FINANCIAL | SYF | Financial Services | 10.75% | 739,000 | - | - | $50,266,780 |
| BRAZE INC | BRZE | Technology | 8.44% | 1,672,000 | +399,800 | +31.43% | $39,475,920 |
| TRAVEL PLUS LEISURE CO | TNL | Consumer Cyclical | 8.18% | 552,617 | - | - | $38,235,570 |
| CVS HEALTH CORP | CVS | Healthcare | 7.58% | 493,700 | -100,000 | -16.84% | $35,457,534 |
| CAMDEN PPTY TR | CPT | Real Estate | 6.81% | 326,150 | +40,650 | +14.24% | $31,851,809 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 6.60% | 148,300 | +148,300 | +100.00% | $30,886,441 |
| HUMANA INC | HUM | Healthcare | 6.29% | 169,550 | +56,050 | +49.38% | $29,398,275 |
| HERBALIFE LTD | G4412G101 | Other | 5.86% | 1,860,615 | - | - | $27,388,253 |
| WEX INC | WEX | Technology | 5.46% | 167,000 | - | - | $25,557,680 |
| SPRINKLR INC | CXM | Technology | 4.68% | 3,649,369 | +500,000 | +15.88% | $21,896,214 |
| DRAFTKINGS INC NEW | DKNG | Consumer Cyclical | 4.15% | 897,170 | -282,530 | -23.95% | $19,396,815 |
| ESSEX PPTY TR INC | ESS | Real Estate | 3.97% | 76,700 | - | - | $18,561,400 |
| PRUDENTIAL PLC | PUK | Financial Services | 1.62% | 266,592 | - | - | $7,579,211 |
| XPONENTIAL FITNESS INC | XPOF | Consumer Cyclical | 1.60% | 1,245,000 | - | - | $7,494,900 |
| TPG RE FIN TR INC | TRTX | Real Estate | 0.90% | 540,574 | -333,112 | -38.13% | $4,221,883 |
| CS DISCO INC | LAW | Technology | 0.85% | 1,044,444 | - | - | $3,989,776 |