13F HOLDINGS REPORT
Solel Partners LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000905148-25-004046
Total Value
$519.8M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | UNH | 206,527 | $71.3M | 13.72% |
| 2 | BRIGHTSTAR LOTTERY PLC | INTR | 3,420,124 | $59.0M | 11.35% |
| 3 | CVS HEALTH CORP | CVS | 713,700 | $53.8M | 10.35% |
| 4 | SYNCHRONY FINANCIAL | SYF-PB | 739,000 | $52.5M | 10.10% |
| 5 | TRAVEL PLUS LEISURE CO | 894164102 | 787,317 | $46.8M | 9.01% |
| 6 | FIRST AMERN FINL CORP | 31847R102 | 460,700 | $29.6M | 5.69% |
| 7 | LPL FINL HLDGS INC | 50212V100 | 87,000 | $28.9M | 5.57% |
| 8 | HUMANA INC | HUM | 92,200 | $24.0M | 4.62% |
| 9 | BRAZE INC | BRZE | 745,900 | $21.2M | 4.08% |
| 10 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 780,750 | $21.1M | 4.06% |
| 11 | SPRINKLR INC | CXM | 2,649,369 | $20.5M | 3.94% |
| 12 | CAMDEN PPTY TR | 133131102 | 188,000 | $20.1M | 3.86% |
| 13 | WEX INC | WEX | 118,100 | $18.6M | 3.58% |
| 14 | HERBALIFE LTD | HLF | 1,669,405 | $14.1M | 2.71% |
| 15 | XPONENTIAL FITNESS INC | XPOF | 1,245,000 | $9.7M | 1.87% |
| 16 | TPG RE FIN TR INC | TPGXL | 873,686 | $7.5M | 1.44% |
| 17 | PRUDENTIAL PLC | PUKPF | 266,592 | $7.5M | 1.44% |
| 18 | CS DISCO INC | LAW | 1,105,244 | $7.1M | 1.37% |
| 19 | BIOCERES CROP SOLUTIONS CORP | BIOX | 4,579,364 | $6.5M | 1.24% |