Solel Partners LP reported 24 holdings worth US$588M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Solel Partners LP reported 24 holdings worth US$588M as of Jun 30, 2026. Largest: Humana Inc., Unitedhealth Group Incorporated and Camden Property Trust. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 24
- Value as reported
- US$588M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Humana Inc. | 163K | US$64.7M | 11.0% |
| Unitedhealth Group Incorporated | 152K | US$63M | 10.7% |
| Camden Property Trust | 366K | US$41.9M | 7.1% |
| Synchrony Financial | 525K | US$39.9M | 6.8% |
| Travel Leisure Co. | 513K | US$39.2M | 6.7% |
| Lpl Financial Holdings Inc. | 137K | US$38.6M | 6.6% |
| Herbalife Ltd. | 2.85M | US$37.5M | 6.4% |
| Braze, Inc. | 1.67M | US$36.3M | 6.2% |
| Amazon.com, Inc. | 147K | US$35M | 5.9% |
| Wex Inc. | 222K | US$31.4M | 5.3% |
| Ge Healthcare Technologies Inc. | 410K | US$26.2M | 4.5% |
| Churchill Downs, Incorporated | 282K | US$25.3M | 4.3% |
| Essex Property Trust, Inc. | 76,700 | US$22.4M | 3.8% |
| Sprinklr, Inc. | 3.65M | US$18.8M | 3.2% |
| Alexandria Real Estate Equities, Inc. | 268K | US$14.2M | 2.4% |
| Draftkings Inc. | 447K | US$11.3M | 1.9% |
| Cs Disco, Inc. | 1.19M | US$4.49M | 0.76% |
| Grocery Outlet Holding Corp. | 429K | US$4.28M | 0.73% |
| Cvs Health Corporation | 39,400 | US$4.08M | 0.69% |
| Stewart Information Services Corporation | 56,166 | US$3.71M | 0.63% |
| Xponential Fitness, Inc. | 485K | US$3.36M | 0.57% |
| Tpg Re Finance Trust, Inc. | 350K | US$2.93M | 0.50% |
| Bioceres Crop Solutions Corp. | 4.58M | US$1.6M | 0.27% |
| Prudential Plc | 0 | US$0 | 0.00% |