Investor
Solel Partners LP
CIK 0001790604 · filed 2026-05-15 · SEC filing
13F book
$467.7M
Positions
19
1 new · 4 sold
Largest name
11.9%
Unitedhealth Group Inc · UNH
Est. mark
−$85.1M
Price effect on 18 names still held. Flow −$65.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Unitedhealth Group Inc | UNH | 206.5K | $55.9M | 11.9% | −$12.3M | Held |
| Synchrony Financial | — | 739K | $50.3M | 10.7% | −$11.4M | Held |
| Braze, Inc. | BRZE | 1.67M | $39.5M | 8.4% | −$13.6M | Added−$4.15M |
| Travel Plus Leisure Co | — | 552.6K | $38.2M | 8.2% | −$740.5K | Held |
| Cvs Health Corp | CVS | 493.7K | $35.5M | 7.6% | −$3.72M | Cut−$11.7M |
| Camden Ppty Tr | — | 326.1K | $31.9M | 6.8% | −$3.55M | Added$424K |
| Amazon Com Inc | AMZN | 148.3K | $30.9M | 6.6% | — | New |
| Humana Inc | HUM | 169.6K | $29.4M | 6.3% | −$9.39M | Added$327.5K |
| Herbalife Ltd. | HLF | 1.86M | $27.4M | 5.9% | $3.4M | Held |
| WEX Inc. | WEX | 167K | $25.6M | 5.5% | $678K | Held |
| Sprinklr, Inc. | CXM | 3.65M | $21.9M | 4.7% | −$5.61M | Added−$2.61M |
| Draftkings Inc New | — | 897.2K | $19.4M | 4.1% | −$11.5M | Cut−$21.3M |
| Essex Ppty Tr Inc | — | 76.7K | $18.6M | 4.0% | −$1.51M | Held |
| Brightstar Lottery PLC | BRSL | 1.42M | $18.1M | 3.9% | −$3.89M | Cut−$25.2M |
| Prudential Plc | — | 266.6K | $7.58M | 1.6% | −$717.1K | Held |
| Xponential Fitness, Inc. | XPOF | 1.25M | $7.49M | 1.6% | −$2.75M | Held |
| Tpg Re Fin Tr Inc | — | 540.6K | $4.22M | 0.9% | −$432.5K | Cut−$3.3M |
| CS Disco, Inc. | LAW | 1.04M | $3.99M | 0.9% | −$4.12M | Held |
| Bioceres Crop Solutions Corp. | BIOX | 4.58M | $2.04M | 0.4% | −$3.96M | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.