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The Analysis of Solel Partners LP's Holdings & P&L

Currently, Solel Partners LP holds 19 types of securities in its portfolio with a total value $467.7M. In the most recent quarter, they have increased their positions in AMZN (+148.3K shares, valued at $30.9M), HUM (+56.0K shares, valued at $9.7M), BRZE (+399.8K shares, valued at $9.4M); decreased their positions in BRSL (-1.4M shares, valued at $17.5M), CVS (-100.0K shares, valued at $7.2M), N/A (-282.5K shares, valued at $6.1M); initiated new positions in AMZN (+148.3K shares, valued at $30.9M).

1M P&L

+16.7M+3.38%

3M P&L

+33.9M+7.12%

HY P&L

-5.3M-1.02%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Healthcare Plans120.7M

26.9%

2Software - Application65.4M

14.6%

3REIT - Residential50.4M

11.2%

Top Industries by Stock Count

1Software - Application3 stocks

16.7%

2Healthcare Plans3 stocks

16.7%

3REIT - Residential2 stocks

11.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

UNH UNITEDHEALTH GROUP INC206.5K shares0.00%2026-03-312026-05-15

SYF SYNCHRONY FINANCIAL739.0K shares0.00%2026-03-312026-05-15

BRZE BRAZE INC1.7M shares31.43%2026-03-312026-05-15

TNL TRAVEL PLUS LEISURE CO552.6K shares0.00%2026-03-312026-05-15

CVS CVS HEALTH CORP493.7K shares-16.84%2026-03-312026-05-15

CPT CAMDEN PPTY TR326.1K shares14.24%2026-03-312026-05-15

AMZN AMAZON COM INC148.3K sharesnew addition2026-03-312026-05-15

HUM HUMANA INC169.6K shares49.38%2026-03-312026-05-15

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HLF HERBALIFE LTD1.9M shares0.00%2026-03-312026-05-15

WEX WEX INC167.0K shares0.00%2026-03-312026-05-15

CXM SPRINKLR INC3.6M shares15.88%2026-03-312026-05-15

DRAFTKINGS INC NEW DRAFTKINGS INC NEW897.2K shares-23.95%2026-03-312026-05-15

ESS ESSEX PPTY TR INC76.7K shares0.00%2026-03-312026-05-15

BRSL BRIGHTSTAR LOTTERY PLC1.4M shares-49.20%2026-03-312026-05-15

PUK PRUDENTIAL PLC266.6K shares0.00%2026-03-312026-05-15

XPOF XPONENTIAL FITNESS INC1.2M shares0.00%2026-03-312026-05-15

Sponsored

TRTX TPG RE FIN TR INC540.6K shares-38.13%2026-03-312026-05-15

LAW CS DISCO INC1.0M shares0.00%2026-03-312026-05-15

BIOX BIOCERES CROP SOLUTIONS CORP4.6M shares0.00%2026-03-312026-05-15

UNH

UNITEDHEALTH GROUP INC

0.00%

Shares206.5K

Event2026-03-31

Filed2026-05-15

SYF

SYNCHRONY FINANCIAL

0.00%

Shares739.0K

Event2026-03-31

Filed2026-05-15

BRZE

BRAZE INC

31.43%

Shares1.7M

Event2026-03-31

Filed2026-05-15

TNL

TRAVEL PLUS LEISURE CO

0.00%

Shares552.6K

Event2026-03-31

Filed2026-05-15

CVS

CVS HEALTH CORP

-16.84%

Shares493.7K

Event2026-03-31

Filed2026-05-15

CPT

CAMDEN PPTY TR

14.24%

Shares326.1K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

New

Shares148.3K

Event2026-03-31

Filed2026-05-15

HUM

HUMANA INC

49.38%

Shares169.6K

Event2026-03-31

Filed2026-05-15

HLF

HERBALIFE LTD

0.00%

Shares1.9M

Event2026-03-31

Filed2026-05-15

WEX

WEX INC

0.00%

Shares167.0K

Event2026-03-31

Filed2026-05-15

CXM

SPRINKLR INC

15.88%

Shares3.6M

Event2026-03-31

Filed2026-05-15

DRAFTKINGS INC NEW

-23.95%

Shares897.2K

Event2026-03-31

Filed2026-05-15

ESS

ESSEX PPTY TR INC

0.00%

Shares76.7K

Event2026-03-31

Filed2026-05-15

BRSL

BRIGHTSTAR LOTTERY PLC

-49.20%

Shares1.4M

Event2026-03-31

Filed2026-05-15

PUK

PRUDENTIAL PLC

0.00%

Shares266.6K

Event2026-03-31

Filed2026-05-15

XPOF

XPONENTIAL FITNESS INC

0.00%

Shares1.2M

Event2026-03-31

Filed2026-05-15

TRTX

TPG RE FIN TR INC

-38.13%

Shares540.6K

Event2026-03-31

Filed2026-05-15

LAW

CS DISCO INC

0.00%

Shares1.0M

Event2026-03-31

Filed2026-05-15

BIOX

BIOCERES CROP SOLUTIONS CORP

0.00%

Shares4.6M

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available