Solel Partners as of Sept. 30, 2025
Portfolio Holdings for Solel Partners
Solel Partners holds 19 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| UnitedHealth (UNH) | 13.7 | $71M | 207k | 345.30 | |
| Brightstar Lottery Shs Usd (BRSL) | 11.4 | $59M | 3.4M | 17.25 | |
| CVS Caremark Corporation (CVS) | 10.4 | $54M | 714k | 75.39 | |
| Synchrony Financial (SYF) | 10.1 | $53M | 739k | 71.05 | |
| Travel Leisure Ord (TNL) | 9.0 | $47M | 787k | 59.49 | |
| First American Financial (FAF) | 5.7 | $30M | 461k | 64.24 | |
| Lpl Financial Holdings (LPLA) | 5.6 | $29M | 87k | 332.69 | |
| Humana (HUM) | 4.6 | $24M | 92k | 260.17 | |
| Braze Com Cl A (BRZE) | 4.1 | $21M | 746k | 28.44 | |
| Caesars Entertainment (CZR) | 4.1 | $21M | 781k | 27.02 | |
| Sprinklr Cl A (CXM) | 3.9 | $21M | 2.6M | 7.72 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 3.9 | $20M | 188k | 106.78 | |
| Wright Express (WEX) | 3.6 | $19M | 118k | 157.53 | |
| Herbalife Com Shs (HLF) | 2.7 | $14M | 1.7M | 8.44 | |
| Xponential Fitness Com Cl A (XPOF) | 1.9 | $9.7M | 1.2M | 7.79 | |
| Tpg Re Finance Trust Inc reit (TRTX) | 1.4 | $7.5M | 874k | 8.56 | |
| Prudential Adr (PUK) | 1.4 | $7.5M | 267k | 27.99 | |
| Cs Disco (LAW) | 1.4 | $7.1M | 1.1M | 6.46 | |
| Bioceres Crop Solutions Corp SHS (BIOX) | 1.2 | $6.5M | 4.6M | 1.41 |
