Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Solel Partners LP (CIK 1790604) reported $467.7M across 19 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: UNH ($55.9M, 11.95%), SYF ($50.3M, 10.75%), BRZE ($39.5M, 8.44%), TNL ($38.2M, 8.18%), CVS ($35.5M, 7.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | UNH | UNITEDHEALTH GROUP INC | $55.9M | 11.95% | 206,527 | Hold |
| 2 | SYF | SYNCHRONY FINANCIAL | $50.3M | 10.75% | 739,000 | Hold |
| 3 | BRZE | BRAZE INC | $39.5M | 8.44% | 1.7M | Added |
| 4 | TNL | TRAVEL PLUS LEISURE CO | $38.2M | 8.18% | 552,617 | Hold |
| 5 | CVS | CVS HEALTH CORP | $35.5M | 7.58% | 493,700 | Trimmed |
| 6 | CPT | CAMDEN PPTY TR | $31.9M | 6.81% | 326,150 | Added |
| 7 | AMZN | AMAZON COM INC | $30.9M | 6.60% | 148,300 | New |
| 8 | HUM | HUMANA INC | $29.4M | 6.29% | 169,550 | Added |
| 9 | HLF | HERBALIFE LTD | $27.4M | 5.86% | 1.9M | Hold |
| 10 | WEX | WEX INC | $25.6M | 5.46% | 167,000 | Hold |
| 11 | CXM | SPRINKLR INC | $21.9M | 4.68% | 3.6M | Added |
| 12 | DKNG | DRAFTKINGS INC NEW | $19.4M | 4.15% | 897,170 | Trimmed |
| 13 | ESS | ESSEX PPTY TR INC | $18.6M | 3.97% | 76,700 | Hold |
| 14 | IGT | BRIGHTSTAR LOTTERY PLC | $18.1M | 3.87% | 1.4M | Trimmed |
| 15 | PUK | PRUDENTIAL PLC | $7.6M | 1.62% | 266,592 | Hold |
| 16 | XPOF | XPONENTIAL FITNESS INC | $7.5M | 1.60% | 1.2M | Hold |
| 17 | TRTX | TPG RE FIN TR INC | $4.2M | 0.90% | 540,574 | Trimmed |
| 18 | LAW | CS DISCO INC | $4.0M | 0.85% | 1.0M | Hold |
| 19 | BIOX | BIOCERES CROP SOLUTIONS CORP | $2.0M | 0.44% | 4.6M | Hold |
| 20 | CZR | CAESARS ENTERTAINMENT INC NE | $0 | 0.00% | 0 | Exited |
| 21 | CALM | CAL MAINE FOODS INC | $0 | 0.00% | 0 | Exited |
| 22 | FAF | FIRST AMERN FINL CORP | $0 | 0.00% | 0 | Exited |
| 23 | LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31