Solel Partners LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Solel Partners LP disclosed 19 US equity positions worth $467.7m in its Q1 2026 13F filing. The largest position was UNH at 11.9% of the reported book, followed by SYF and BRZE.
What did Solel Partners LP own in Q1 2026? Top 19 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | UNH UNITEDHEALTH GROUP INC | Healthcare | 11.9% | $55.9m | 206,527 | – | |
| 2 | SYF SYNCHRONY FINANCIAL | Financial Services | 10.7% | $50.3m | 739,000 | – | |
| 3 | BRZE BRAZE INC | Technology | 8.4% | $39.5m | 1,672,000 | – | |
| 4 | TNL TRAVEL PLUS LEISURE CO | Consumer Cyclical | 8.2% | $38.2m | 552,617 | – | |
| 5 | CVS CVS HEALTH CORP | Healthcare | 7.6% | $35.5m | 493,700 | – | |
| 6 | CPT CAMDEN PPTY TR | Real Estate | 6.8% | $31.9m | 326,150 | – | |
| 7 | AMZN AMAZON COM INC | Consumer Cyclical | 6.6% | $30.9m | 148,300 | – | |
| 8 | HUM HUMANA INC | Healthcare | 6.3% | $29.4m | 169,550 | – | |
| 9 | HLF HERBALIFE LTD | Consumer Defensive | 5.9% | $27.4m | 1,860,615 | – | |
| 10 | WEX WEX INC | Technology | 5.5% | $25.6m | 167,000 | – | |
| 11 | CXM SPRINKLR INC | Technology | 4.7% | $21.9m | 3,649,369 | – | |
| 12 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 4.1% | $19.4m | 897,170 | – | |
| 13 | ESS ESSEX PPTY TR INC | Real Estate | 4.0% | $18.6m | 76,700 | – | |
| 14 | BRSL BRIGHTSTAR LOTTERY PLC | Consumer Cyclical | 3.9% | $18.1m | 1,420,124 | – | |
| 15 | PUK PRUDENTIAL PLC | Financial Services | 1.6% | $7.6m | 266,592 | – | |
| 16 | XPOF XPONENTIAL FITNESS INC | Consumer Cyclical | 1.6% | $7.5m | 1,245,000 | – | |
| 17 | TRTX TPG RE FIN TR INC | Real Estate | 0.9% | $4.2m | 540,574 | – | |
| 18 | LAW CS DISCO INC | 0.9% | $4.0m | 1,044,444 | – | ||
| 19 | BIOX BIOCERES CROP SOLUTIONS CORP | 0.4% | $2.0m | 4,579,364 | – |
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.