Solel Partners LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Solel Partners LP disclosed 19 US equity positions worth $519.8m in its Q3 2025 13F filing. The largest position was UNH at 13.7% of the reported book, followed by BRSL and CVS. Against the Q2 2025 filing, it opened 4 new positions, added to 3 and reduced 3 among the top 19 holdings.
What did Solel Partners LP own in Q3 2025? Top 19 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | UNH UNITEDHEALTH GROUP INC | Healthcare | 13.7% | $71.3m | 206,527 | 10% | added |
| 2 | BRSL BRIGHTSTAR LOTTERY PLC | Consumer Cyclical | 11.4% | $59.0m | 3,420,124 | -24% | reduced |
| 3 | CVS CVS HEALTH CORP | Healthcare | 10.4% | $53.8m | 713,700 | 6% | added |
| 4 | SYF SYNCHRONY FINANCIAL | Financial Services | 10.1% | $52.5m | 739,000 | -39% | reduced |
| 5 | TNL TRAVEL PLUS LEISURE CO | Consumer Cyclical | 9.0% | $46.8m | 787,317 | 0% | held |
| 6 | FAF FIRST AMERN FINL CORP | Financial Services | 5.7% | $29.6m | 460,700 | – | new |
| 7 | LPLA LPL FINL HLDGS INC | Financial Services | 5.6% | $28.9m | 87,000 | 0% | held |
| 8 | HUM HUMANA INC | Healthcare | 4.6% | $24.0m | 92,200 | 0% | held |
| 9 | BRZE BRAZE INC | Technology | 4.1% | $21.2m | 745,900 | – | new |
| 10 | CZR CAESARS ENTERTAINMENT INC NE | Consumer Cyclical | 4.1% | $21.1m | 780,750 | 0% | held |
| 11 | CXM SPRINKLR INC | Technology | 3.9% | $20.5m | 2,649,369 | -11% | reduced |
| 12 | CPT CAMDEN PPTY TR | Real Estate | 3.9% | $20.1m | 188,000 | – | new |
| 13 | WEX WEX INC | Technology | 3.6% | $18.6m | 118,100 | – | new |
| 14 | HLF HERBALIFE LTD | Consumer Defensive | 2.7% | $14.1m | 1,669,405 | 0% | held |
| 15 | XPOF XPONENTIAL FITNESS INC | Consumer Cyclical | 1.9% | $9.7m | 1,245,000 | 379% | added |
| 16 | TRTX TPG RE FIN TR INC | Real Estate | 1.4% | $7.5m | 873,686 | 0% | held |
| 17 | PUK PRUDENTIAL PLC | Financial Services | 1.4% | $7.5m | 266,592 | 0% | held |
| 18 | LAW CS DISCO INC | 1.4% | $7.1m | 1,105,244 | 0% | held | |
| 19 | BIOX BIOCERES CROP SOLUTIONS CORP | 1.2% | $6.5m | 4,579,364 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.