Solel Partners LP
Net buyer this quarter
$588M
24
+$23.9M
72.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 HUM | $64.7M | 11.00% | 0.14% | -3.9% | Q1 2022 |
 UNH | $63M | 10.70% | 0.02% | -26.6% | Q1 2025 |
 CPT | $41.9M | 7.12% | 0.36% | +12.3% | Q3 2025 |
 SYF | $39.9M | 6.78% | 0.16% | -29.0% | Q2 2023 |
 TNL | $39.2M | 6.67% | 0.84% | -7.1% | Q1 2021 |
 LPLA | $38.6M | 6.56% | 0.17% | Not reported | Q4 2024 |
 HLF | $37.5M | 6.36% | 2.72% | +53.1% | Q1 2021 |
 BRZE | $36.3M | 6.16% | 1.48% | Not reported | Q3 2025 |
 AMZN | $35M | 5.95% | 0.00% | -1.0% | Q3 2021 |
 WEX | $31.4M | 5.33% | 0.65% | +33.2% | Q3 2025 |
 GEHC | $26.2M | 4.46% | 0.09% | New | Q2 2026 |
 CHDN | $25.3M | 4.29% | 0.40% | New | Q2 2026 |
 ESS | $22.4M | 3.80% | 0.12% | Not reported | Q4 2025 |
 CXM | $18.8M | 3.20% | 3.82% | Not reported | Q4 2023 |
 BRSL | $18.4M | 3.13% | 0.92% | +21.1% | Q2 2024 |
 ARE | $14.2M | 2.41% | 0.15% | New | Q2 2026 |
 DKNG | $11.3M | 1.92% | Not reported | -50.2% | Q4 2025 |
 LAW | $4.49M | 0.76% | 1.83% | +13.7% | Q1 2023 |
 GO | $4.28M | 0.73% | 0.43% | Not reported | Q2 2024 |
 CVS | $4.08M | 0.69% | 0.00% | -92.0% | Q2 2024 |
 STC | $3.71M | 0.63% | 0.18% | New | Q2 2026 |
 XPOF | $3.36M | 0.57% | Not reported | -61.0% | Q2 2025 |
 TRTX | $2.93M | 0.50% | 0.45% | -35.3% | Q4 2024 |
 BIOX | $1.6M | 0.27% | 7.24% | Not reported | Q2 2022 |
| Q1 2026 | |||||
| UNH | $55.9M | 11.95% | 0.02% | Not reported | Q1 2025 |
| SYF | $50.3M | 10.75% | 0.22% | Not reported | Q2 2023 |
| BRZE | $39.5M | 8.44% | 1.47% | +31.4% | Q3 2025 |
| TNL | $38.2M | 8.18% | 0.89% | Not reported | Q1 2021 |
| CVS | $35.5M | 7.58% | 0.04% | -16.8% | Q2 2024 |
| CPT | $31.9M | 6.81% | 0.32% | +14.2% | Q3 2025 |
| AMZN | $30.9M | 6.60% | 0.00% | Not reported | Q3 2021 |
| HUM | $29.4M | 6.29% | 0.14% | +49.4% | Q1 2022 |
| HLF | $27.4M | 5.86% | 1.80% | Not reported | Q1 2021 |
| WEX | $25.6M | 5.46% | 0.48% | Not reported | Q3 2025 |
| CXM | $21.9M | 4.68% | 3.82% | +15.9% | Q4 2023 |
| DKNG | $19.4M | 4.15% | Not reported | -24.0% | Q4 2025 |
| ESS | $18.6M | 3.97% | 0.12% | Not reported | Q4 2025 |
| BRSL | $18.1M | 3.87% | 0.76% | -49.2% | Q2 2024 |
 PUK | $7.58M | 1.62% | 0.01% | Not reported | Q1 2020 |
| XPOF | $7.49M | 1.60% | Not reported | Not reported | Q2 2025 |
| TRTX | $4.22M | 0.90% | 0.69% | -38.1% | Q4 2024 |
| LAW | $3.99M | 0.85% | 1.63% | Not reported | Q1 2023 |
| BIOX | $2.04M | 0.44% | 7.24% | Not reported | Q2 2022 |
| Q4 2025 | |||||
| UNH | $68.2M | 11.03% | 0.02% | Not reported | Q1 2025 |
| SYF | $61.7M | 9.97% | 0.21% | Not reported | Q2 2023 |
| CVS | $47.1M | 7.62% | 0.05% | -16.8% | Q2 2024 |
| BRZE | $43.6M | 7.06% | 5.94% | +70.6% | Q3 2025 |
| BRSL | $43.3M | 7.00% | 1.50% | -18.3% | Q2 2024 |
| DKNG | $40.7M | 6.58% | Not reported | New | Q4 2025 |
| TNL | $39M | 6.30% | 0.86% | -29.8% | Q1 2021 |
| CPT | $31.4M | 5.08% | 0.27% | +51.9% | Q3 2025 |
| LPLA | $31.1M | 5.03% | 0.11% | Not reported | Q4 2024 |
| HUM | $29.1M | 4.70% | 0.09% | +23.1% | Q1 2022 |
| WEX | $24.9M | 4.02% | 0.49% | +41.4% | Q3 2025 |
| CXM | $24.5M | 3.96% | 3.30% | +18.9% | Q4 2023 |
| HLF | $24M | 3.88% | 1.80% | +11.5% | Q1 2021 |
| ESS | $20.1M | 3.25% | 0.12% | New | Q4 2025 |
 FAF | $18.9M | 3.06% | 0.30% | -33.2% | Q3 2025 |
 CZR | $16.2M | 2.63% | 0.34% | -11.1% | Q1 2025 |
 CALM | $14.5M | 2.34% | 0.37% | New | Q4 2025 |
| XPOF | $10.2M | 1.66% | Not reported | Not reported | Q2 2025 |
| PUK | $8.3M | 1.34% | 0.01% | Not reported | Q1 2020 |
| LAW | $8.1M | 1.31% | 1.65% | -5.5% | Q1 2023 |
| TRTX | $7.52M | 1.22% | 1.12% | Not reported | Q4 2024 |
| BIOX | $6M | 0.97% | 7.24% | Not reported | Q2 2022 |
| Q3 2025 | |||||
| UNH | $71.3M | 13.72% | 0.02% | +10.1% | Q1 2025 |
| BRSL | $59M | 11.35% | 1.69% | -23.7% | Q2 2024 |
| CVS | $53.8M | 10.35% | 0.06% | +5.8% | Q2 2024 |
| SYF | $52.5M | 10.10% | 0.21% | -39.0% | Q2 2023 |
| TNL | $46.8M | 9.01% | 1.22% | Not reported | Q1 2021 |
| FAF | $29.6M | 5.69% | 0.45% | New | Q3 2025 |
| LPLA | $28.9M | 5.57% | 0.11% | Not reported | Q4 2024 |
| HUM | $24M | 4.62% | 0.08% | Not reported | Q1 2022 |
| BRZE | $21.2M | 4.08% | 3.48% | New | Q3 2025 |
| CZR | $21.1M | 4.06% | 0.38% | Not reported | Q1 2025 |
| CXM | $20.5M | 3.94% | 2.78% | -10.9% | Q4 2023 |
| CPT | $20.1M | 3.86% | 0.18% | New | Q3 2025 |
| WEX | $18.6M | 3.58% | 0.34% | New | Q3 2025 |
| HLF | $14.1M | 2.71% | 1.62% | Not reported | Q1 2021 |
| XPOF | $9.7M | 1.87% | Not reported | +379.5% | Q2 2025 |
| TRTX | $7.48M | 1.44% | 1.12% | Not reported | Q4 2024 |
| PUK | $7.46M | 1.44% | 0.01% | Not reported | Q1 2020 |
| LAW | $7.14M | 1.37% | 1.77% | Not reported | Q1 2023 |
| BIOX | $6.46M | 1.24% | 7.24% | Not reported | Q2 2022 |