Solel Partners LP
Solel Partners LP reported 24 US-listed holdings worth $588.5 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Humana Inc. (11.0%), UnitedHealth Group Inc. (10.7%) and Camden Property Trust (7.1%). Against the quarter before, it opened 6 positions, added to 5, trimmed 9 and sold out of 1.
The 14 largest of its 24 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +13.9% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 6
- LPL Finl Hldgs Inc. LPLA$38.6 million
- GE HealthCare Technologies Inc. GEHC$26.2 million
- Churchill Downs Inc. CHDN$25.3 million
- Alexandria Real Estate Equities, Inc. ARE$14.2 million
- Grocery Outlet Holding Corp. GO$4.3 million
- Stewart Information Services Corp. STC$3.7 million
Added to 5
- Herbalife Ltd HLF+987,500 shares · +53%
- WEX Inc. WEX+55,387 shares · +33%
- Camden Property Trust CPT+40,000 shares · +12%
- International Game Technolog BRSL+300,000 shares · +21%
- CS Disco Inc. LAW+143,501 shares · +14%
Trimmed 9
- CVS Health Corp. CVS-454,300 shares · -92%
- UnitedHealth Group Inc. UNH-55,000 shares · -27%
- Synchrony Financial SYF-214,100 shares · -29%
- Draftkings Inc. New DKNG-450,000 shares · -50%
- Xponential Fitness Inc-A XPOF-759,700 shares · -61%
- Travel & Leisure Co. TNL-39,199 shares · -7%
- Humana Inc. HUM-6,560 shares · -4%
- TPG Re Fin Trust Inc. TRTX-190,736 shares · -35%
and 1 more in the table below
Sold out of 1
- Prudential PLC PUK$7.6 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Humana Inc. HUM | 163.0K | $64.7 million | 11.00% | -6.6K |
| UnitedHealth Group Inc. UNH | 151.5K | $63.0 million | 10.70% | -55.0K |
| Camden Property Trust CPT | 366.1K | $41.9 million | 7.12% | +40.0K |
| Synchrony Financial SYF | 524.9K | $39.9 million | 6.78% | -214.1K |
| Travel & Leisure Co. TNL | 513.4K | $39.2 million | 6.67% | -39.2K |
| LPL Finl Hldgs Inc. LPLA | 137.0K | $38.6 million | 6.56% | new |
| Herbalife Ltd HLF | 2.8M | $37.5 million | 6.36% | +987.5K |
| Braze Inc. BRZE | 1.7M | $36.3 million | 6.16% | no change |
| Amazon.com Inc. AMZN | 146.8K | $35.0 million | 5.95% | -1.5K |
| WEX Inc. WEX | 222.4K | $31.4 million | 5.33% | +55.4K |
| GE HealthCare Technologies Inc. GEHC | 409.7K | $26.2 million | 4.46% | new |
| Churchill Downs Inc. CHDN | 281.7K | $25.3 million | 4.29% | new |
| Essex Property Trust, Inc. ESS | 76.7K | $22.4 million | 3.80% | no change |
| Sprinklr, Inc. CXM | 3.6M | $18.8 million | 3.20% | no change |
| International Game Technolog BRSL | 1.7M | $18.4 million | 3.13% | +300.0K |
| Alexandria Real Estate Equities, Inc. ARE | 268.0K | $14.2 million | 2.41% | new |
| Draftkings Inc. New DKNG | 447.2K | $11.3 million | 1.92% | -450.0K |
| CS Disco Inc. LAW | 1.2M | $4.5 million | 0.76% | +143.5K |
| Grocery Outlet Holding Corp. GO | 428.7K | $4.3 million | 0.73% | new |
| CVS Health Corp. CVS | 39.4K | $4.1 million | 0.69% | -454.3K |
| Stewart Information Services Corp. STC | 56.2K | $3.7 million | 0.63% | new |
| Xponential Fitness Inc-A XPOF | 485.3K | $3.4 million | 0.57% | -759.7K |
| TPG Re Fin Trust Inc. TRTX | 349.8K | $2.9 million | 0.50% | -190.7K |
| Bioceres Crop Solutions Corp. BIOX | 4.6M | $1.6 million | 0.27% | no change |