Solel Partners LP 13F Holdings
CIK 0001790604 · BOSTON, MA
As of Sep 30, 2025, Solel Partners LP reported 19 positions worth $519.8M in its SEC Form 13F filing.
Top 19 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 206,527 | $71.3M | 13.72% |
| BRIGHTSTAR LOTTERY PLC | BRSL | Consumer Cyclical | 3,420,124 | $59.0M | 11.35% |
| CVS HEALTH CORP | CVS | Healthcare | 713,700 | $53.8M | 10.35% |
| SYNCHRONY FINANCIAL | SYF | Financial Services | 739,000 | $52.5M | 10.10% |
| TRAVEL & LEISURE CO | TNL | Industrials | 787,317 | $46.8M | 9.01% |
| FIRST AMERICAN FINANCIAL CORP | FAF | Financial Services | 460,700 | $29.6M | 5.69% |
| LPL FINANCIAL HOLDINGS INC | LPLA | Financial Services | 87,000 | $28.9M | 5.57% |
| HUMANA INC | HUM | Healthcare | 92,200 | $24.0M | 4.62% |
| BRAZE INC | BRZE | Technology | 745,900 | $21.2M | 4.08% |
| CAESARS ENTERTAINMENT INC | CZR | Consumer Cyclical | 780,750 | $21.1M | 4.06% |
| SPRINKLR INC | CXM | Technology | 2,649,369 | $20.5M | 3.94% |
| CAMDEN PROPERTY TRUST | CPT | Real Estate | 188,000 | $20.1M | 3.86% |
| WEX INC | WEX | Technology | 118,100 |