Solel Partners LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$618.2M
Holdings
22
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | 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% | |
| 4 | BRZEBRAZE INC | 1,272,200 | $43.6M | 7.06% | |
| 5 | IGTBRIGHTSTAR LOTTERY PLC | 2,795,324 | $43.3M | 7.00% | |
| 6 | DKNGDRAFTKINGS INC NEW | 1,179,700 | $40.7M | 6.58% | |
| 7 | TNLTRAVEL PLUS LEISURE CO | 552,617 | $39.0M | 6.30% | |
| 8 | CPTCAMDEN PPTY TR | 285,500 | $31.4M | 5.08% | |
| 9 | LPLALPL FINL HLDGS INC | 87,000 | $31.1M | 5.03% | |
| 10 | HUMHUMANA INC | 113,500 | $29.1M | 4.70% | |
| 11 | WEXWEX INC | 167,000 | $24.9M | 4.02% | |
| 12 | CXMSPRINKLR INC | 3,149,369 | $24.5M | 3.96% | |
| 13 | HLFHERBALIFE LTD | 1,860,615 | $24.0M | 3.88% | |
| 14 | ESSESSEX PPTY TR INC | 76,700 | $20.1M | 3.25% | |
| 15 | FAFFIRST AMERN FINL CORP | 307,700 | $18.9M | 3.06% | |
| 16 | CZRCAESARS ENTERTAINMENT INC NE | 693,850 | $16.2M | 2.63% | |
| 17 | CALMCAL MAINE FOODS INC | 181,700 | $14.5M | 2.34% | |
| 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% | |
| 21 | TRTXTPG RE FIN TR INC | 873,686 | $7.5M | 1.22% | |
| 22 | BIOXBIOCERES CROP SOLUTIONS CORP | 4,579,364 | $6.0M | 0.97% |