StockDriftsStockDriftsTop 24 Solel Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HUM | HUMANA INC | 11% | 163.0K | $64.7M | -3.87%(-6.56K) | $247.76(+57.03%) | 2026-06-30 | |
| UNH | UNITEDHEALTH GROUP INC | 10.7% | 151.5K | $63.0M | -26.63%(-55.00K) | $438.41(-9.56%) | 2026-06-30 | |
| CPT | CAMDEN PPTY TR | 7.12% | 366.1K | $41.9M | +12.26%(+40.00K) | $108.35(+1.86%) | 2026-06-30 | |
| SYF | SYNCHRONY FINANCIAL | 6.78% | 524.9K | $39.9M | -28.97%(-214.10K) | $35.43(+128.63%) | 2026-06-30 | |
| TNL | TRAVEL PLUS LEISURE CO | 6.67% | 513.4K | $39.2M | -7.09%(-39.20K) | $44.99(+67.80%) | 2026-06-30 | |
| LPLA | LPL FINL HLDGS INC | 6.56% | 137.0K | $38.6M | new | $283.72(+30.65%) | 2026-06-30 | |
| HLF | HERBALIFE LTD | 6.36% | 2.85M | $37.5M | +53.07%(+987.50K) | $18.08(-31.81%) | 2026-06-30 | |
| BRZE | BRAZE INC | 6.16% | 1.67M | $36.3M | +0.00%(+0) | $29.41(-1.62%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 5.95% | 146.8K | $35.0M | -1.01%(-1.50K) | $165.23(+58.89%) | 2026-06-30 | |
| WEX | WEX INC | 5.33% | 222.4K | $31.4M | +33.17%(+55.39K) | $151.20(+26.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +3.75% | +11.66% | +2.31% | +12.12% |
| Top 20 Holdings Unweighted | +2.41% | +7.42% | +2.23% | +11.64% |
Solel Partners LP reports $588.49M in US-listed equity holdings across 24 positions in its most recent 13F filing. Its largest disclosed positions are HUM (11.0%), UNH (10.7%) and CPT (7.1%). The top 20 holdings account for 98.02% of reported assets. Its disclosed equity book has returned +11.66% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Solel Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1790604). View Solel Partners LP’s 13F filings on SEC