Solel Partners LP
Top Portfolio Positions
19 positions ·
$467,672,792 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| UNH |
Unitedhealth Group Inc
Healthcare
|
206,527 | $55,884,140 | 11.95% | |
| SYF |
Synchrony Financial
Financial Services
|
739,000 | $50,266,780 | 10.75% | |
| BRZE |
Braze, Inc.
Technology
|
1,672,000 | $39,475,920 | 8.44% | |
| TNL |
Travel & Leisure Co.
Consumer Cyclical
|
552,617 | $38,235,570 | 8.18% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
493,700 | $35,457,534 | 7.58% | |
| CPT |
Camden Property Trust
Real Estate
|
326,150 | $31,851,809 | 6.81% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
148,300 | $30,886,441 | 6.60% | |
| HUM |
Humana Inc
Healthcare
|
169,550 | $29,398,274 | 6.29% | |
| HLF |
Herbalife Ltd.
Consumer Defensive
|
1,860,615 | $27,388,252 | 5.86% | |
| WEX |
WEX Inc.
Technology
|
167,000 | $25,557,680 | 5.46% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CALM
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $14,457,869 | 181,700 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||