Solel Partners LP
An institutional investment manager in BOSTON, MA. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1790604.
- Reported value$588.5m
- Positions24
Holdings: 24 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Humana IncHUM | COM | 444859102 | 64.7 | 11.0% | 162,990 | Reduced−6,560 | |
| Unitedhealth Group IncUNH | COM | 91324P102 | 63.0 | 10.7% | 151,527 | Reduced−55,000 | |
| Camden Ppty TRCPT | SH BEN INT | 133131102 | 41.9 | 7.1% | 366,150 | Added+40,000 | |
| Synchrony FinancialSYF | COM | 87165B103 | 39.9 | 6.8% | 524,900 | Reduced−214,100 | |
| Travel Plus Leisure CoTNL | COM | 894164102 | 39.2 | 6.7% | 513,418 | Reduced−39,199 | |
| LPL Finl Holdings IncLPLA | COM | 50212V100 | 38.6 | 6.6% | 137,000 | New+137,000 | |
| Herbalife Ltd | COM SHS | G4412G101 | 37.5 | 6.4% | 2,848,115 | Added+987,500 | |
| Braze IncBRZE | COM CL A | 10576N102 | 36.3 | 6.2% | 1,672,000 | Unchanged | |
| Amazon Com IncAMZN | COM | 023135106 | 35.0 | 5.9% | 146,800 | Reduced−1,500 | |
| WEX IncWEX | COM | 96208T104 | 31.4 | 5.3% | 222,387 | Added+55,387 | |
| GE Healthcare Technologies IGEHC | COMMON STOCK | 36266G107 | 26.2 | 4.5% | 409,700 | New+409,700 | |
| Churchill Downs IncCHDN | COM | 171484108 | 25.3 | 4.3% | 281,700 | New+281,700 | |
| Essex Ppty TR IncESS | COM | 297178105 | 22.4 | 3.8% | 76,700 | Unchanged | |
| Sprinklr IncCXM | CL A | 85208T107 | 18.8 | 3.2% | 3,649,369 | Unchanged | |
| Brightstar Lottery plc | SHS USD | G4863A108 | 18.4 | 3.1% | 1,720,124 | Added+300,000 | |
| Alexandria Real Estate Eq inARE | COM | 015271109 | 14.2 | 2.4% | 268,008 | New+268,008 | |
| Draftkings Inc NewDKNG | COM CL A | 26142V105 | 11.3 | 1.9% | 447,170 | Reduced−450,000 | |
| CS Disco IncLAW | COM | 126327105 | 4.5 | 0.8% | 1,187,945 | Added+143,501 | |
| Grocery Outlet HLDG CorpGO | COM | 39874R101 | 4.3 | 0.7% | 428,736 | New+428,736 | |
| CVS Health CorpCVS | COM | 126650100 | 4.1 | 0.7% | 39,400 | Reduced−454,300 | |
| Stewart Information SVCS CorSTC | COM | 860372101 | 3.7 | 0.6% | 56,166 | New+56,166 | |
| Xponential Fitness IncXPOF | COM CL A | 98422X101 | 3.4 | 0.6% | 485,300 | Reduced−759,700 | |
| TPG Re Fin TR IncTRTX | COM | 87266M107 | 2.9 | 0.5% | 349,838 | Reduced−190,736 | |
| Bioceres Crop Solutions Corp | SHS | G1117K114 | 1.6 | 0.3% | 4,579,364 | Unchanged |
Sold out: 1 position
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Prudential plcPUK | ADR | 74435K204 | 0.0 | 0.0% | 0 | Sold out−266,592 |
Source: SEC EDGAR, Form 13F-HR, accession 0000905148-26-003746 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.