Solel Partners Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$467.7M
Q ending 2026-03-31
Prior quarter
$618.2M
Q ending 2025-12-31
Change
-24.4% QoQ · -13.4% YoY
Positions
19
reported holdings
Largest positions
All 19 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Unitedhealth Group Inc | UNH | Shares | $55.9M | 207K |
| Synchrony Financial | SYF | Shares | $50.3M | 739K |
| Braze Inc | BRZE | Shares | $39.5M | 1.7M |
| Travel Plus Leisure Co | TNL | Shares | $38.2M | 553K |
| Cvs Health Corp | CVS | Shares | $35.5M | 494K |
| Camden Ppty Tr | CPT | Shares | $31.9M | 326K |
| Amazon Com Inc | AMZN | Shares | $30.9M | 148K |
| Humana Inc | HUM | Shares | $29.4M | 170K |
| Herbalife Ltd | Shares | $27.4M | 1.9M | |
| Wex Inc | WEX | Shares | $25.6M | 167K |
| Sprinklr Inc | CXM | Shares | $21.9M | 3.6M |
| Draftkings Inc New | DKNG | Shares | $19.4M | 897K |
| Essex Ppty Tr Inc | ESS | Shares | $18.6M | 77K |
| Brightstar Lottery Plc | Shares | $18.1M | 1.4M | |
| Prudential Plc | PUK | Shares | $7.6M | 267K |
| Xponential Fitness Inc | XPOF | Shares | $7.5M | 1.2M |
| Tpg Re Fin Tr Inc | TRTX | Shares | $4.2M | 541K |
| Cs Disco Inc | LAW | Shares | $4.0M | 1.0M |
| Bioceres Crop Solutions Corp | Shares | $2.0M | 4.6M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.