Holders — by stockHoldings — by fund
Solel Partners LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1790604
$588.5M
disclosed book value
24
positions
11%
largest position share
Positions, as of 2026-06-30
top 24 of 24 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | HUMHUMANA INC | 162,990 | $64.7M | 11% |
| 2 | UNHUNITEDHEALTH GROUP INC | 151,527 | $63.0M | 10.7% |
| 3 | CPTCAMDEN PPTY TR | 366,150 | $41.9M | 7.1% |
| 4 | SYFSYNCHRONY FINANCIAL | 524,900 | $39.9M | 6.8% |
| 5 | TNLTRAVEL PLUS LEISURE CO | 513,418 | $39.2M | 6.7% |
| 6 | LPLALPL FINL HLDGS INC | 137,000 | $38.6M | 6.6% |
| 7 | HERBALIFE LTD | 2.8M | $37.5M | 6.4% |
| 8 | BRZEBRAZE INC | 1.7M | $36.3M | 6.2% |
| 9 | AMZNAMAZON COM INC | 146,800 | $35.0M | 5.9% |
| 10 | WEXWEX INC | 222,387 | $31.4M | 5.3% |
| 11 | GEHCGE HEALTHCARE TECHNOLOGIES I | 409,700 | $26.2M | 4.5% |
| 12 | CHDNCHURCHILL DOWNS INC | 281,700 | $25.3M | 4.3% |
| 13 | ESSESSEX PPTY TR INC | 76,700 | $22.4M | 3.8% |
| 14 | CXMSPRINKLR INC | 3.6M | $18.8M | 3.2% |
| 15 | BRIGHTSTAR LOTTERY PLC | 1.7M | $18.4M | 3.1% |
| 16 | AREALEXANDRIA REAL ESTATE EQ IN | 268,008 | $14.2M | 2.4% |
| 17 | DKNGDRAFTKINGS INC NEW | 447,170 | $11.3M | 1.9% |
| 18 | LAWCS DISCO INC | 1.2M | $4.5M | 0.8% |
| 19 | GOGROCERY OUTLET HLDG CORP | 428,736 | $4.3M | 0.7% |
| 20 | CVSCVS HEALTH CORP | 39,400 | $4.1M | 0.7% |
| 21 | STCSTEWART INFORMATION SVCS COR | 56,166 | $3.7M | 0.6% |
| 22 | XPOFXPONENTIAL FITNESS INC | 485,300 | $3.4M | 0.6% |
| 23 | TRTXTPG RE FIN TR INC | 349,838 | $2.9M | 0.5% |
| 24 | BIOCERES CROP SOLUTIONS CORP | 4.6M | $1.6M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.