account_balance
Investment manager · 13F filer · SEC CIK 1790604
Solel Partners LP
Reported value$588Mas of Jun 30, 2026
Positions24 6 new, 1 sold out
Top 10 weight72.6%HUM alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
HUMHumana Inc
11.0%Trimmed −4%
UNHUnitedhealth Group Inc
10.7%Trimmed −27%
CPTCamden Ppty Tr
7.1%Added +12%
SYFSynchrony Financial
6.8%Trimmed −29%
TNLTravel Plus Leisure Co
6.7%Trimmed −7%
LPLALPL Finl Hldgs Inc
6.6%New
HLFHerbalife Ltd
6.4%Added +53%
BRZEBraze Inc
6.2%
AMZNAmazon Com Inc
5.9%
WEXWex Inc
5.3%Added +33%
GEHCGe Healthcare Technologies I
4.5%New
CHDNChurchill Downs Inc
4.3%New
HUMHumana Inc
11.0%Trimmed −4%
UNHUnitedhealth Group Inc
10.7%Trimmed −27%
CPT7.1%SYF6.8%TNL6.7%LPLA6.6%HLF6.4%BRZE6.2%AMZN5.9%WEX5.3%GEHC4.5%CHDN4.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
HUM Humana Inc 11.0% Trimmed −4%UNH Unitedhealth Group Inc 10.7% Trimmed −27%CPT Camden Ppty Tr 7.1% Added +12%SYF Synchrony Financial 6.8% Trimmed −29%TNL Travel Plus Leisure Co 6.7% Trimmed −7%LPLA LPL Finl Hldgs Inc 6.6% NewHLF Herbalife Ltd 6.4% Added +53%BRZE Braze Inc 6.2% HeldAMZN Amazon Com Inc 5.9% HeldWEX Wex Inc 5.3% Added +33%GEHC Ge Healthcare Technologies I 4.5% NewCHDN Churchill Downs Inc 4.3% New
What changed