StockDriftsStockDriftsTop 19 Solel Partners Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | 11.95% | 206.5K | $55.9M | +0.00%(+0) | $438.41(-10.16%) | 2026-03-31 | |
| SYF | SYNCHRONY FINANCIAL | 10.75% | 739.0K | $50.3M | +0.00%(+0) | $35.43(+101.48%) | 2026-03-31 | |
| BRZE | BRAZE INC | 8.44% | 1.67M | $39.5M | +31.43%(+399.80K) | $29.41(-29.03%) | 2026-03-31 | |
| TNL | TRAVEL PLUS LEISURE CO | 8.18% | 552.6K | $38.2M | +0.00%(+0) | $44.99(+38.99%) | 2026-03-31 | |
| CVS | CVS HEALTH CORP | 7.58% | 493.7K | $35.5M | -16.84%(-100.00K) | $63.02(+52.16%) | 2026-03-31 | |
| CPT | CAMDEN PPTY TR | 6.81% | 326.1K | $31.9M | +14.24%(+40.65K) | $108.61(-5.55%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 6.6% | 148.3K | $30.9M | new | $165.23(+59.86%) | 2026-03-31 | |
| HUM | HUMANA INC | 6.29% | 169.6K | $29.4M | +49.38%(+56.05K) | $247.76(+23.15%) | 2026-03-31 | |
| HLF | HERBALIFE LTD | 5.86% | 1.86M | $27.4M | +0.00%(+0) | $20.36(-37.00%) | 2026-03-31 | |
| WEX | WEX INC | 5.46% | 167.0K | $25.6M | +0.00%(+0) | $152.52(-7.28%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.96% | +2.89% |
| Top 20 Holdings Unweighted | +1.23% | +3.73% |
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