Solel Partners LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$519.8B
Holdings
19
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UNHUNITEDHEALTH GROUP INC | 206,527 | $71.3B | 13.72% | |
| 2 | IGTBRIGHTSTAR LOTTERY PLC | 3,420,124 | $59.0B | 11.35% | |
| 3 | CVSCVS HEALTH CORP | 713,700 | $53.8B | 10.35% | |
| 4 | SYFSYNCHRONY FINANCIAL | 739,000 | $52.5B | 10.10% | |
| 5 | TNLTRAVEL PLUS LEISURE CO | 787,317 | $46.8B | 9.01% | |
| 6 | FAFFIRST AMERN FINL CORP | 460,700 | $29.6B | 5.69% | |
| 7 | LPLALPL FINL HLDGS INC | 87,000 | $28.9B | 5.57% | |
| 8 | HUMHUMANA INC | 92,200 | $24.0B | 4.62% | |
| 9 | BRZEBRAZE INC | 745,900 | $21.2B | 4.08% | |
| 10 | CZRCAESARS ENTERTAINMENT INC NE | 780,750 | $21.1B | 4.06% | |
| 11 | CXMSPRINKLR INC | 2,649,369 | $20.5B | 3.94% | |
| 12 | CPTCAMDEN PPTY TR | 188,000 | $20.1B | 3.86% | |
| 13 | WEXWEX INC | 118,100 | $18.6B | 3.58% | |
| 14 | HLFHERBALIFE LTD | 1,669,405 | $14.1B | 2.71% | |
| 15 | XPOFXPONENTIAL FITNESS INC | 1,245,000 | $9.7B | 1.87% | |
| 16 | TRTXTPG RE FIN TR INC | 873,686 | $7.5B | 1.44% | |
| 17 | PUKNPRUDENTIAL PLC | 266,592 | $7.5B | 1.44% | |
| 18 | LAWCS DISCO INC | 1,105,244 | $7.1B | 1.37% | |
| 19 | BIOXBIOCERES CROP SOLUTIONS CORP | 4,579,364 | $6.5B | 1.24% |