Solel Partners LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Solel Partners LP reported 24 stock positions worth $588.5 million. Its top holding was Humana (HUM) at 11.0% of the portfolio, followed by Unitedhealth (UNH, 10.7%) and Camden Property Trust (CPT, 7.1%). Compared with Q1 2026, it opened 6 new positions, sold out of 1, added to 5 and reduced 9. The biggest buy was a new position in LPL Financial (LPLA) and the biggest sale CVS Health (CVS, shares −92%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001790604
- Portfolio Value
- $588.5M (Q2 2026)
- SEC Filing
- 0000905148-26-003746 ↗ filed Aug 14, 2026
Holdings Value
Holdings 24 stocks · $588.5M
| HUM Humana Inc. | 11.00% | 162,990 | $64.7M | Reduce -3.9% |
| UNH Unitedhealth Group Inc. | 10.70% | 151,527 | $63.0M | Reduce -26.6% |
| CPT Camden Property Trust | 7.12% | 366,150 | $41.9M | Add +12.3% |
| SYF Synchrony Financial | 6.78% | 524,900 | $39.9M | Reduce -29.0% |
| TNL Travel + Leisure Co. | 6.67% | 513,418 | $39.2M | Reduce -7.1% |
| LPLA LPL Financial Holdings Inc. | 6.56% | 137,000 | $38.6M | New |
| HLF Herbalife Ltd. | 6.36% | 2,848,115 | $37.5M | Add +53.1% |
| BRZE Braze Inc. Class A | 6.16% | 1,672,000 | $36.3M | No change |
| AMZN Amazon.com Inc. | 5.95% | 146,800 | $35.0M | Reduce -1.0% |
| WEX Wex Inc. | 5.33% | 222,387 | $31.4M | Add +33.2% |
| GEHC GE Healthcare Technology | 4.46% | 409,700 | $26.2M | New |
| CHDN Churchill Downs Inc. | 4.29% | 281,700 | $25.3M | New |
| ESS Essex Property Trust Inc. | 3.80% | 76,700 | $22.4M | No change |
| CXM Sprinklr Inc. Class A | 3.20% | 3,649,369 | $18.8M | No change |
| BRSL Brightstar Lottery PLC | 3.13% | 1,720,124 | $18.4M | Add +21.1% |
| ARE Alexandria Real Estate Equit | 2.41% | 268,008 | $14.2M | New |
| DKNG Draftkings Inc. Class A | 1.92% | 447,170 | $11.3M | Reduce -50.2% |
| LAW CS Disco Inc. | 0.76% | 1,187,945 | $4.5M | Add +13.7% |
| GO Grocery Outlet Holding Corp. | 0.73% | 428,736 | $4.3M | New |
| CVS CVS Health Corp. | 0.69% | 39,400 | $4.1M | Reduce -92.0% |
| STC Stewart Information Services | 0.63% | 56,166 | $3.7M | New |
| XPOF Xponential Fitness Inc. Class A | 0.57% | 485,300 | $3.4M | Reduce -61.0% |
| TRTX TPG Re Finance Trust Inc. | 0.50% | 349,838 | $2.9M | Reduce -35.3% |
| BIOX Bioceres Crop Solutions Corp. | 0.27% | 4,579,364 | $1.6M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| CVS CVS Health Corp. | Reduce -92.0% | 0.69% | −6.89 |
| SYF Synchrony Financial | Reduce -29.0% | 6.78% | −3.97 |
| DKNG Draftkings Inc. Class A | Reduce -50.2% | 1.92% | −2.23 |
| PUK Prudential PLC-ADR | Sold out | 0.00% | −1.62 |
| TNL Travel + Leisure Co. | Reduce -7.1% | 6.67% | −1.51 |
| UNH Unitedhealth Group Inc. | Reduce -26.6% | 10.70% | −1.25 |
| XPOF Xponential Fitness Inc. Class A | Reduce -61.0% | 0.57% | −1.03 |
| AMZN Amazon.com Inc. | Reduce -1.0% | 5.95% | −0.66 |
| TRTX TPG Re Finance Trust Inc. | Reduce -35.3% | 0.50% | −0.41 |
| HUM Humana Inc. | Reduce -3.9% | 11.00% | +4.72 |
Portfolio Buys Q1 2026 → Q2 2026
| LPLA LPL Financial Holdings Inc. | New | 6.56% | +6.56 |
| GEHC GE Healthcare Technology | New | 4.46% | +4.46 |
| CHDN Churchill Downs Inc. | New | 4.29% | +4.29 |
| ARE Alexandria Real Estate Equit | New | 2.41% | +2.41 |
| GO Grocery Outlet Holding Corp. | New | 0.73% | +0.73 |
| STC Stewart Information Services | New | 0.63% | +0.63 |
| HLF Herbalife Ltd. | Add +53.1% | 6.36% | +0.51 |
| CPT Camden Property Trust | Add +12.3% | 7.12% | +0.31 |
| LAW CS Disco Inc. | Add +13.7% | 0.76% | −0.09 |
| WEX Wex Inc. | Add +33.2% | 5.33% | −0.13 |
| BRSL Brightstar Lottery PLC | Add +21.1% | 3.13% | −0.74 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 24 | $588.5M | HUM, UNH, CPT, SYF, TNL |
| Q1 2026 | 19 | $467.7M | UNH, SYF, BRZE, TNL, CVS |
| Q4 2025 | 22 | $618.2M | UNH, SYF, CVS, BRZE, BRSL |
| Q3 2025 | 19 | $519.8M | UNH, BRSL, CVS, SYF, TNL |
| Q2 2025 | 20 | $574.5M | SYF, BRSL, UNH, BASE, CVS |
| Q1 2025 | 21 | $540.1M | SYF, BRSL, CVS, TNL, UNH |
| Q4 2024 | 21 | $492.9M | SYF, CVS, BRSL, CI, TNL |
| Q3 2024 | 17 | $490.9M | CVS, BRSL, SYF, GO, CI |
| Q2 2024 | 21 | $594.0M | HUM, BIOX, SYF, BRSL, ZUO |
| Q1 2024 | 18 | $561.9M | CI, BIOX, HUM, SYF, FNF |