# Solel Partners LP: Form 13F holdings

An institutional investment manager in BOSTON, MA. SEC CIK 1790604.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $588.5m
- Positions: 24 (24 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1790604/000090514826003746/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [HUMANA INC (HUM)](/companies/hum.md) | COM | $64.7m | 11.0% | 162,990 |  | Reduced −6,560 |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $63.0m | 10.7% | 151,527 |  | Reduced −55,000 |
| [CAMDEN PPTY TR (CPT)](/companies/cpt.md) | SH BEN INT | $41.9m | 7.1% | 366,150 |  | Added +40,000 |
| [SYNCHRONY FINANCIAL (SYF)](/companies/syf.md) | COM | $39.9m | 6.8% | 524,900 |  | Reduced −214,100 |
| [TRAVEL PLUS LEISURE CO (TNL)](/companies/tnl.md) | COM | $39.2m | 6.7% | 513,418 |  | Reduced −39,199 |
| [LPL FINL HLDGS INC (LPLA)](/companies/lpla.md) | COM | $38.6m | 6.6% | 137,000 |  | New +137,000 |
| HERBALIFE LTD | COM SHS | $37.5m | 6.4% | 2,848,115 |  | Added +987,500 |
| [BRAZE INC (BRZE)](/companies/brze.md) | COM CL A | $36.3m | 6.2% | 1,672,000 |  | Unchanged |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $35.0m | 5.9% | 146,800 |  | Reduced −1,500 |
| [WEX INC (WEX)](/companies/wex.md) | COM | $31.4m | 5.3% | 222,387 |  | Added +55,387 |
| [GE HEALTHCARE TECHNOLOGIES I (GEHC)](/companies/gehc.md) | COMMON STOCK | $26.2m | 4.5% | 409,700 |  | New +409,700 |
| [CHURCHILL DOWNS INC (CHDN)](/companies/chdn.md) | COM | $25.3m | 4.3% | 281,700 |  | New +281,700 |
| [ESSEX PPTY TR INC (ESS)](/companies/ess.md) | COM | $22.4m | 3.8% | 76,700 |  | Unchanged |
| [SPRINKLR INC (CXM)](/companies/cxm.md) | CL A | $18.8m | 3.2% | 3,649,369 |  | Unchanged |
| BRIGHTSTAR LOTTERY PLC | SHS USD | $18.4m | 3.1% | 1,720,124 |  | Added +300,000 |
| [ALEXANDRIA REAL ESTATE EQ IN (ARE)](/companies/are.md) | COM | $14.2m | 2.4% | 268,008 |  | New +268,008 |
| [DRAFTKINGS INC NEW (DKNG)](/companies/dkng.md) | COM CL A | $11.3m | 1.9% | 447,170 |  | Reduced −450,000 |
| [CS DISCO INC (LAW)](/companies/law.md) | COM | $4.5m | 0.8% | 1,187,945 |  | Added +143,501 |
| [GROCERY OUTLET HLDG CORP (GO)](/companies/go.md) | COM | $4.3m | 0.7% | 428,736 |  | New +428,736 |
| [CVS HEALTH CORP (CVS)](/companies/cvs.md) | COM | $4.1m | 0.7% | 39,400 |  | Reduced −454,300 |
| [STEWART INFORMATION SVCS COR (STC)](/companies/stc.md) | COM | $3.7m | 0.6% | 56,166 |  | New +56,166 |
| [XPONENTIAL FITNESS INC (XPOF)](/companies/xpof.md) | COM CL A | $3.4m | 0.6% | 485,300 |  | Reduced −759,700 |
| [TPG RE FIN TR INC (TRTX)](/companies/trtx.md) | COM | $2.9m | 0.5% | 349,838 |  | Reduced −190,736 |
| BIOCERES CROP SOLUTIONS CORP | SHS | $1.6m | 0.3% | 4,579,364 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [PRUDENTIAL PLC (PUK)](/companies/puk.md) | ADR | $0 | 0.0% | 0 |  | Sold out −266,592 |

Source: SEC EDGAR, Form 13F-HR, accession 0000905148-26-003746. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.