Solel Partners LP
Top Portfolio Positions
18 positions ·
$463,450,910 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| UNH |
Unitedhealth Group Inc
Healthcare
|
206,527 | $55,884,140 | 12.06% |
| SYF |
Synchrony Financial
Financial Services
|
739,000 | $50,266,780 | 10.85% |
| BRZE |
Braze, Inc.
Technology
|
1,672,000 | $39,475,920 | 8.52% |
| TNL |
Travel & Leisure Co.
Consumer Cyclical
|
552,617 | $38,235,570 | 8.25% |
| CVS |
CVS HEALTH Corp
Healthcare
|
493,700 | $35,457,534 | 7.65% |
| CPT |
Camden Property Trust
Real Estate
|
326,150 | $31,851,809 | 6.87% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
148,300 | $30,886,441 | 6.66% |
| HUM |
Humana Inc
Healthcare
|
169,550 | $29,398,274 | 6.34% |
| HLF |
Herbalife Ltd.
Consumer Defensive
|
1,860,615 | $27,388,252 | 5.91% |
| WEX |
WEX Inc.
Technology
|
167,000 | $25,557,680 | 5.51% |
Portfolio Trend
Holdings in DKNG
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,396,815 | 897,170 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $40,652,462 | 1,179,700 | Shares | Sole | 2026-02-17 | |
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