Solel Partners as of Dec. 31, 2025
Portfolio Holdings for Solel Partners
Solel Partners holds 22 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| UnitedHealth (UNH) | 11.0 | $68M | 207k | 330.11 | |
| Synchrony Financial (SYF) | 10.0 | $62M | 739k | 83.43 | |
| CVS Caremark Corporation (CVS) | 7.6 | $47M | 594k | 79.36 | |
| Braze Com Cl A (BRZE) | 7.1 | $44M | 1.3M | 34.29 | |
| Brightstar Lottery Shs Usd (BRSL) | 7.0 | $43M | 2.8M | 15.48 | |
| Draftkings Com Cl A (DKNG) | 6.6 | $41M | 1.2M | 34.46 | |
| Travel Leisure Ord (TNL) | 6.3 | $39M | 553k | 70.53 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 5.1 | $31M | 286k | 110.08 | |
| Lpl Financial Holdings (LPLA) | 5.0 | $31M | 87k | 357.17 | |
| Humana (HUM) | 4.7 | $29M | 114k | 256.13 | |
| Wright Express (WEX) | 4.0 | $25M | 167k | 148.98 | |
| Sprinklr Cl A (CXM) | 4.0 | $25M | 3.1M | 7.78 | |
| Herbalife Com Shs (HLF) | 3.9 | $24M | 1.9M | 12.89 | |
| Essex Property Trust (ESS) | 3.2 | $20M | 77k | 261.68 | |
| First American Financial (FAF) | 3.1 | $19M | 308k | 61.44 | |
| Caesars Entertainment (CZR) | 2.6 | $16M | 694k | 23.39 | |
| Cal Maine Foods Com New (CALM) | 2.3 | $15M | 182k | 79.57 | |
| Xponential Fitness Com Cl A (XPOF) | 1.7 | $10M | 1.2M | 8.23 | |
| Prudential Adr (PUK) | 1.3 | $8.3M | 267k | 31.12 | |
| Cs Disco (LAW) | 1.3 | $8.1M | 1.0M | 7.76 | |
| Tpg Re Finance Trust Inc reit (TRTX) | 1.2 | $7.5M | 874k | 8.61 | |
| Bioceres Crop Solutions Corp SHS (BIOX) | 1.0 | $6.0M | 4.6M | 1.31 |
