In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Solel Partners LP reported 21 stock positions worth $594.0 million . Its top holding was Humana (HUM) at 12.6% of the portfolio, followed by Bioceres Crop Solutions (BIOX, 8.6% ) and Synchrony Financial (SYF, 8.4% ). Compared with Q1 2024, it opened 4 new positions, sold out of 1, added to 4 and reduced 4. The biggest buy was a new position in Brightstar Lottery (BRSL) and the biggest sale Cigna (CI, shares −52% ).
Location BOSTON, MA
CIK 0001790604
Portfolio Value $594.0M (Q2 2024) Holdings 21 stocks · $594.0M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2024 HUM Humana Inc. 199,800 $74.7M Add +48.2% BIOX Bioceres Crop Solutions Corp. 4,579,364 $51.3M No change SYF Synchrony Financial 1,054,300 $49.8M No change BRSL Brightstar Lottery PLC filed as INTERNATIONAL GAME TECHNOLOG 2,125,000 $43.5M New ZUO Zuora Inc. Class A 4,058,308 $40.3M Add +13.5% AMZN Amazon.com Inc. 202,470 $39.1M No change FNF Fidelity National Financial 789,000 $39.0M No change CI The Cigna Group 111,200 $36.8M Reduce -52.5% GO Grocery Outlet Holding Corp. 1,626,573 $36.0M New CXM Sprinklr Inc. Class A 3,692,963 $35.5M Add +46.8% TNL Travel + Leisure Co. 787,317 $35.4M No change CVS CVS Health Corp. 503,400 $29.7M New HDB HDFC Bank Ltd.-ADR 416,400 $26.8M No change BASE Couchbase Inc. 883,138 $16.1M Reduce -31.7% HLF Herbalife Ltd. 1,169,405 $12.2M No change MLCO Melco Resorts & Entert-ADR 1,328,000 $9.9M Add +34.2% LAW CS Disco Inc. 1,493,781 $8.9M Reduce -55.3% PUK Prudential PLC-ADR 266,592 $4.9M Reduce -21.6% LIVEPERSON INC 4,094,659 $2.4M No change CPNG Coupang Inc. 65,600 $1.4M No change EVRI Everi Holdings Inc. 58,110 $488K New
Other holdings (1): bonds, preferreds, convertibles and warrants · $19.8M (not counted above) Total filed on the 13F, all lines: $613.9M.
Portfolio Sells Q1 2024 → Q2 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▲ CI The Cigna Group Reduce -52.5% 6.19% −8.93 ALIT Alight Inc. Class A Sold out 0.00% −5.55 BASE Couchbase Inc. Reduce -31.7% 2.71% −3.34 LAW CS Disco Inc. Reduce -55.3% 1.50% −3.34 PUK Prudential PLC-ADR Reduce -21.6% 0.82% −0.34
Portfolio Buys Q1 2024 → Q2 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▼ BRSL Brightstar Lottery PLC New 7.32% +7.32 GO Grocery Outlet Holding Corp. New 6.06% +6.06 CVS CVS Health Corp. New 5.00% +5.00 HUM Humana Inc. Add +48.2% 12.57% +4.25 ZUO Zuora Inc. Class A Add +13.5% 6.78% +0.98 CXM Sprinklr Inc. Class A Add +46.8% 5.98% +0.49 MLCO Melco Resorts & Entert-ADR Add +34.2% 1.67% +0.40 EVRI Everi Holdings Inc. New 0.08% +0.08
Notes & Other Activity Q1 2024 → Q2 2024 Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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