Solel Partners LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Solel Partners LP disclosed 24 US equity positions worth $588.5m in its Q2 2026 13F filing. The largest position was HUM at 11.0% of the reported book, followed by UNH and CPT. Against the Q1 2026 filing, it opened 6 new positions, added to 5 and reduced 9 among the top 24 holdings.
What did Solel Partners LP own in Q2 2026? Top 24 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | HUM HUMANA INC | Healthcare | 11.0% | $64.7m | 162,990 | -4% | reduced |
| 2 | UNH UNITEDHEALTH GROUP INC | Healthcare | 10.7% | $63.0m | 151,527 | -27% | reduced |
| 3 | CPT CAMDEN PPTY TR | Real Estate | 7.1% | $41.9m | 366,150 | 12% | added |
| 4 | SYF SYNCHRONY FINANCIAL | Financial Services | 6.8% | $39.9m | 524,900 | -29% | reduced |
| 5 | TNL TRAVEL PLUS LEISURE CO | Consumer Cyclical | 6.7% | $39.2m | 513,418 | -7% | reduced |
| 6 | LPLA LPL FINL HLDGS INC | Financial Services | 6.6% | $38.6m | 137,000 | – | new |
| 7 | HLF HERBALIFE LTD | Consumer Defensive | 6.4% | $37.5m | 2,848,115 | 53% | added |
| 8 | BRZE BRAZE INC | Technology | 6.2% | $36.3m | 1,672,000 | 0% | held |
| 9 | AMZN AMAZON COM INC | Consumer Cyclical | 5.9% | $35.0m | 146,800 | -1% | reduced |
| 10 | WEX WEX INC | Technology | 5.3% | $31.4m | 222,387 | 33% | added |
| 11 | GEHC GE HEALTHCARE TECHNOLOGIES I | Healthcare | 4.5% | $26.2m | 409,700 | – | new |
| 12 | CHDN CHURCHILL DOWNS INC | Consumer Cyclical | 4.3% | $25.3m | 281,700 | – | new |
| 13 | ESS ESSEX PPTY TR INC | Real Estate | 3.8% | $22.4m | 76,700 | 0% | held |
| 14 | CXM SPRINKLR INC | Technology | 3.2% | $18.8m | 3,649,369 | 0% | held |
| 15 | BRSL BRIGHTSTAR LOTTERY PLC | Consumer Cyclical | 3.1% | $18.4m | 1,720,124 | 21% | added |
| 16 | ARE ALEXANDRIA REAL ESTATE EQ IN | Real Estate | 2.4% | $14.2m | 268,008 | – | new |
| 17 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 1.9% | $11.3m | 447,170 | -50% | reduced |
| 18 | LAW CS DISCO INC | 0.8% | $4.5m | 1,187,945 | 14% | added | |
| 19 | GO GROCERY OUTLET HLDG CORP | Consumer Defensive | 0.7% | $4.3m | 428,736 | – | new |
| 20 | CVS CVS HEALTH CORP | Healthcare | 0.7% | $4.1m | 39,400 | -92% | reduced |
| 21 | STC STEWART INFORMATION SVCS COR | Financial Services | 0.6% | $3.7m | 56,166 | – | new |
| 22 | XPOF XPONENTIAL FITNESS INC | Consumer Cyclical | 0.6% | $3.4m | 485,300 | -61% | reduced |
| 23 | TRTX TPG RE FIN TR INC | Real Estate | 0.5% | $2.9m | 349,838 | -35% | reduced |
| 24 | BIOX BIOCERES CROP SOLUTIONS CORP | 0.3% | $1.6m | 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.