Solel Partners LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$574.5B
Holdings
20
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SYFSYNCHRONY FINANCIAL | 1,211,600 | $80.9B | 14.08% | |
| 2 | IGTINTERNATIONAL GAME TECHNOLOG | 4,481,624 | $70.9B | 12.33% | |
| 3 | UNHUNITEDHEALTH GROUP INC | 187,527 | $58.5B | 10.18% | |
| 4 | BASECOUCHBASE INC | 2,375,367 | $57.9B | 10.08% | |
| 5 | CVSCVS HEALTH CORP | 674,300 | $46.5B | 8.10% | |
| 6 | TNLTRAVEL PLUS LEISURE CO | 787,317 | $40.6B | 7.07% | |
| 7 | LPLALPL FINL HLDGS INC | 87,000 | $32.6B | 5.68% | |
| 8 | 6PMPARAMOUNT GROUP INC | 4,202,729 | $25.6B | 4.46% | |
| 9 | CXMSPRINKLR INC | 2,972,463 | $25.1B | 4.38% | |
| 10 | HUMHUMANA INC | 92,200 | $22.5B | 3.92% | |
| 11 | CZRCAESARS ENTERTAINMENT INC NE | 780,750 | $22.2B | 3.86% | |
| 12 | DHID R HORTON INC | 160,000 | $20.6B | 3.59% | |
| 13 | BIOXBIOCERES CROP SOLUTIONS CORP | 4,579,364 | $20.5B | 3.56% | |
| 14 | HLFHERBALIFE LTD | 1,669,405 | $14.4B | 2.50% | |
| 15 | MLCOMELCO RESORTS AND ENTMNT LTD | 1,328,000 | $9.6B | 1.67% | |
| 16 | TRTXTPG RE FIN TR INC | 873,686 | $6.7B | 1.17% | |
| 17 | PUKNPRUDENTIAL PLC | 266,592 | $6.7B | 1.16% | |
| 18 | JCAPJEFFERSON CAPITAL INC | 314,764 | $5.8B | 1.01% | |
| 19 | LAWCS DISCO INC | 1,105,244 | $4.8B | 0.84% | |
| 20 | XPOFXPONENTIAL FITNESS INC | 259,660 | $1.9B | 0.34% |