Solel Partners LP
24 holdingsFiling period: 2026-06-30Current AUM: $636.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | HUM | Humana Inc | 163.0K | $64.7M | $67.6M | 10.62% | -6,560 | 2026-06-30 |
| 2 | UNH | Unitedhealth Group Inc | 151.5K | $63.0M | $62.2M | 9.77% | -55,000 | 2026-06-30 |
| 3 | CPT | Camden Ppty TR | 366.1K | $41.9M | $37.2M | 5.84% | +40.0K | 2026-06-30 |
| 4 | SYF | Synchrony Financial | 524.9K | $39.9M | $39.4M | 6.18% | -214,100 | 2026-06-30 |
| 5 | TNL | Travel Plus Leisure Co | 513.4K | $39.2M | $34.5M | 5.42% | -39,199 | 2026-06-30 |
| 6 | LPLA | LPL Finl Hldgs Inc | 137.0K | $38.6M | $43.5M | 6.84% | -- | 2026-06-30 |
| 7 | — | Herbalife Ltd | 2.85M | $37.5M | $37.5M | 5.88% | +987.5K | 2026-06-30 |
| 8 | BRZE | Braze Inc | 1.67M | $36.3M | $76.5M | 12.03% | -- | 2026-06-30 |
| 9 | AMZN | Amazon.com Inc | 146.8K | $35.0M | $37.2M | 5.84% | -1,500 | 2026-06-30 |
| 10 | WEX | Wex Inc | 222.4K | $31.4M | $41.4M | 6.51% | +55.4K | 2026-06-30 |
| 11 | GEHC | GE Healthcare Technologies I | 409.7K | $26.2M | $29.1M | 4.58% | -- | 2026-06-30 |
| 12 | CHDN | Churchill Downs Inc | 281.7K | $25.3M | $23.0M | 3.61% | -- | 2026-06-30 |
| 13 | ESS | Essex Ppty TR Inc | 76.7K | $22.4M | $21.1M | 3.31% | -- | 2026-06-30 |
| 14 | CXM | Sprinklr Inc | 3.65M | $18.8M | $24.4M | 3.83% | -- | 2026-06-30 |
| 15 | — | Brightstar Lottery PLC | 1.72M | $18.4M | $18.4M | 2.90% | +300.0K | 2026-06-30 |
| 16 | ARE | Alexandria Real Estate EQ in | 268.0K | $14.2M | $11.0M | 1.72% | -- | 2026-06-30 |
| 17 | DKNG | Draftkings Inc New | 447.2K | $11.3M | $9.3M | 1.46% | -450,000 | 2026-06-30 |
| 18 | LAW | CS Disco Inc | 1.19M | $4.5M | $6.0M | 0.94% | +143.5K | 2026-06-30 |
| 19 | GO | Grocery Outlet Hldg Corp | 428.7K | $4.3M | $5.5M | 0.87% | -- | 2026-06-30 |
| 20 | CVS | Cvs Health Corp | 39.4K | $4.1M | $3.6M | 0.56% | -454,300 | 2026-06-30 |
| 21 | STC | Stewart Information Svcs Cor | 56.2K | $3.7M | $2.4M | 0.38% | -- | 2026-06-30 |
| 22 | XPOF | Xponential Fitness Inc | 485.3K | $3.4M | $2.0M | 0.31% | -759,700 | 2026-06-30 |
| 23 | TRTX | Tpg RE Fin TR Inc | 349.8K | $2.9M | $2.2M | 0.35% | -190,736 | 2026-06-30 |
| 24 | — | Bioceres Crop Solutions Corp | 4.58M | $1.6M | $1.6M | 0.25% | -- | 2026-06-30 |
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