Solel Partners LP
CIK 1790604
13F filing for Q2 2026・No. 3,549
- Holdings
- US$588.49M
- Quarter change
- +US$120.82M
- Entries
- 24
- Net bought (estimate)
- +US$23.46M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 1
- Cut 9
- Added 5
- Corporate actions 0
- Unchanged 4
Largest holdings
24 stocks worth US$588.49M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| HUMHUMANA INCCOM | Cut | 162,990 | US$64.74M | 11.00% |
| UNHUNITEDHEALTH GROUP INCCOM | Cut | 151,527 | US$62.98M | 10.70% |
| CPTCAMDEN PPTY TRSH BEN INT | Added | 366,150 | US$41.92M | 7.12% |
| SYFSYNCHRONY FINANCIALCOM | Cut | 524,900 | US$39.92M | 6.78% |
| TNLTRAVEL PLUS LEISURE COCOM | Cut | 513,418 | US$39.24M | 6.67% |
| LPLALPL FINL HLDGS INCCOM | New | 137,000 | US$38.59M | 6.56% |
| HLFHERBALIFE LTDCOM SHS | Added | 2,848,115 | US$37.45M | 6.36% |
| BRAZE INCCOM CL A | Unchanged | 1,672,000 | US$36.27M | 6.16% |
| AMZNAmazonCOM | Cut | 146,800 | US$34.99M | 5.95% |
| WEXWEX INCCOM | Added | 222,387 | US$31.38M | 5.33% |
Sign in (free) to see its 24 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.