Solel Partners LP

CIK 0001790604 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Solel Partners LP reported 24 positions worth $588.5M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: HUM (11.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$588.5M
2026 Q2
Positions
24
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
72.6%
Est. Net Flow (Q)
2026 Q2
10 / 24 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1HUMHUMANA INCSH$64.7M11.00%162,990
2UNHUNITEDHEALTH GROUP INCSH$63.0M10.70%151,527
3CPTCAMDEN PPTY TRSH$41.9M7.12%366,150
4SYFSYNCHRONY FINANCIALSH$39.9M6.78%524,900
5TNLTRAVEL PLUS LEISURE COSH$39.2M6.67%513,418
6LPLALPL FINL HLDGS INCSH$38.6M6.56%137,000
7HLFHERBALIFE LTDSH$37.5M6.36%2,848,115
8BRZEBRAZE INCSH$36.3M6.16%1,672,000
9AMZNAMAZON COM INCSH$35.0M5.95%146,800
10WEXWEX INCSH$31.4M5.33%222,387

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Solel Partners LP hold as of Q2 2026?

Solel Partners LP reported 24 positions worth $588.5M in its Q2 2026 13F filing. Largest positions: HUM (11.0%), UNH (10.7%), CPT (7.1%), SYF (6.8%) and TNL (6.7%).

What did Solel Partners LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Solel Partners LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.