Solel Partners LP
CIK: 0001790604Latest portfolio: $618.2M · Q4 2025
Holdings
22
Total Value
$618.2M
New Positions
3
Closed Positions
0
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | UNHUNITEDHEALTH GROUP INC | 206,527 | $68.2M | 11.03% | — | |
| 2 | SYFSYNCHRONY FINANCIAL | 739,000 | $61.7M | 9.97% | — | |
| 3 | CVSCVS HEALTH CORP | 593,700 | $47.1M | 7.62% | -120,000 | |
| 4 | BRZEBRAZE INC | 1,272,200 | $43.6M | 7.06% | +526K | |
| 5 | IGTBRIGHTSTAR LOTTERY PLC | 2,795,324 | $43.3M | 7.00% | -624,800 | |
| 6 | DKNGDRAFTKINGS INC NEW | 1,179,700 | $40.7M | 6.58% | NEW | |
| 7 | TNLTRAVEL PLUS LEISURE CO | 552,617 | $39.0M | 6.30% | -234,700 | |
| 8 | CPTCAMDEN PPTY TR | 285,500 | $31.4M | 5.08% | +98K | |
| 9 | LPLALPL FINL HLDGS INC | 87,000 | $31.1M | 5.03% | — | |
| 10 | HUMHUMANA INC | 113,500 | $29.1M | 4.70% | +21K | |
| 11 | WEXWEX INC | 167,000 | $24.9M | 4.02% | +49K | |
| 12 | CXMSPRINKLR INC | 3,149,369 | $24.5M | 3.96% | +500K | |
| 13 | HLFHERBALIFE LTD | 1,860,615 | $24.0M | 3.88% | +191K | |
| 14 | ESSESSEX PPTY TR INC | 76,700 | $20.1M | 3.25% | NEW | |
| 15 | FAFFIRST AMERN FINL CORP | 307,700 | $18.9M | 3.06% | -153,000 | |
| 16 | CZRCAESARS ENTERTAINMENT INC NE | 693,850 | $16.2M | 2.63% | -86,900 | |
| 17 | CALMCAL MAINE FOODS INC | 181,700 | $14.5M | 2.34% | NEW | |
| 18 | XPOFXPONENTIAL FITNESS INC | 1,245,000 | $10.2M | 1.66% | — | |
| 19 | PUKNPRUDENTIAL PLC | 266,592 | $8.3M | 1.34% | — | |
| 20 | LAWCS DISCO INC | 1,044,444 | $8.1M | 1.31% | -60,800 | |
| 21 | TRTXTPG RE FIN TR INC | 873,686 | $7.5M | 1.22% | — | |
| 22 | BIOXBIOCERES CROP SOLUTIONS CORP | 4,579,364 | $6.0M | 0.97% | — |
Quarterly Changes
Sector Breakdown
Consumer Cyclical0.0% ($40652389761.6T)
Technology0.0% ($4362324879.2T)
Healthcare0.0% ($681764.7T)
Financial Services0.0% ($616543.1T)
Real Estate0.0% ($31427.2T)
Consumer Defensive0.0% ($2.4T)
Unknown0.0% ($432.7B)
Basic Materials0.0% ($6.0M)
Filing History
Fund Information
Solel Partners LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $618.2M across 22 holdings. The largest position is UNITEDHEALTH GROUP INC (UNH), representing 11.0% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.