13F HOLDINGS REPORT
Solel Partners LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0000905148-26-000865
Total Value
$618.2M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | UNH | 206,527 | $68.2M | 11.03% |
| 2 | SYNCHRONY FINANCIAL | SYF-PB | 739,000 | $61.7M | 9.97% |
| 3 | CVS HEALTH CORP | CVS | 593,700 | $47.1M | 7.62% |
| 4 | BRAZE INC | BRZE | 1,272,200 | $43.6M | 7.06% |
| 5 | BRIGHTSTAR LOTTERY PLC | INTR | 2,795,324 | $43.3M | 7.00% |
| 6 | DRAFTKINGS INC NEW | DKNG | 1,179,700 | $40.7M | 6.58% |
| 7 | TRAVEL PLUS LEISURE CO | 894164102 | 552,617 | $39.0M | 6.30% |
| 8 | CAMDEN PPTY TR | 133131102 | 285,500 | $31.4M | 5.08% |
| 9 | LPL FINL HLDGS INC | 50212V100 | 87,000 | $31.1M | 5.03% |
| 10 | HUMANA INC | HUM | 113,500 | $29.1M | 4.70% |
| 11 | WEX INC | WEX | 167,000 | $24.9M | 4.02% |
| 12 | SPRINKLR INC | CXM | 3,149,369 | $24.5M | 3.96% |
| 13 | HERBALIFE LTD | HLF | 1,860,615 | $24.0M | 3.88% |
| 14 | ESSEX PPTY TR INC | 297178105 | 76,700 | $20.1M | 3.25% |
| 15 | FIRST AMERN FINL CORP | 31847R102 | 307,700 | $18.9M | 3.06% |
| 16 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 693,850 | $16.2M | 2.63% |
| 17 | CAL MAINE FOODS INC | CALM | 181,700 | $14.5M | 2.34% |
| 18 | XPONENTIAL FITNESS INC | XPOF | 1,245,000 | $10.2M | 1.66% |
| 19 | PRUDENTIAL PLC | PUKPF | 266,592 | $8.3M | 1.34% |
| 20 | CS DISCO INC | LAW | 1,044,444 | $8.1M | 1.31% |
| 21 | TPG RE FIN TR INC | TPGXL | 873,686 | $7.5M | 1.22% |
| 22 | BIOCERES CROP SOLUTIONS CORP | BIOX | 4,579,364 | $6.0M | 0.97% |