Solel Partners as of June 30, 2026
Portfolio Holdings for Solel Partners
Solel Partners holds 24 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Humana (HUM) | 11.0 | $65M | 163k | 397.22 | |
| UnitedHealth (UNH) | 10.7 | $63M | 152k | 415.63 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 7.1 | $42M | 366k | 114.49 | |
| Synchrony Financial (SYF) | 6.8 | $40M | 525k | 76.05 | |
| Travel Leisure Ord (TNL) | 6.7 | $39M | 513k | 76.43 | |
| Lpl Financial Holdings (LPLA) | 6.6 | $39M | 137k | 281.68 | |
| Herbalife Com Shs (HLF) | 6.4 | $38M | 2.8M | 13.15 | |
| Braze Com Cl A (BRZE) | 6.2 | $36M | 1.7M | 21.69 | |
| Amazon (AMZN) | 5.9 | $35M | 147k | 238.34 | |
| Wright Express (WEX) | 5.3 | $31M | 222k | 141.09 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 4.5 | $26M | 410k | 64.01 | |
| Churchill Downs (CHDN) | 4.3 | $25M | 282k | 89.64 | |
| Essex Property Trust (ESS) | 3.8 | $22M | 77k | 291.59 | |
| Sprinklr Cl A (CXM) | 3.2 | $19M | 3.6M | 5.16 | |
| Brightstar Lottery Shs Usd (BRSL) | 3.1 | $18M | 1.7M | 10.72 | |
| Alexandria Real Estate Equities (ARE) | 2.4 | $14M | 268k | 52.85 | |
| Draftkings Com Cl A (DKNG) | 1.9 | $11M | 447k | 25.26 | |
| Cs Disco (LAW) | 0.8 | $4.5M | 1.2M | 3.78 | |
| Grocery Outlet Hldg Corp (GO) | 0.7 | $4.3M | 429k | 9.98 | |
| CVS Caremark Corporation (CVS) | 0.7 | $4.1M | 39k | 103.45 | |
| Stewart Information Services Corporation (STC) | 0.6 | $3.7M | 56k | 66.02 | |
| Xponential Fitness Com Cl A (XPOF) | 0.6 | $3.4M | 485k | 6.92 | |
| Tpg Re Finance Trust Inc reit (TRTX) | 0.5 | $2.9M | 350k | 8.37 | |
| Bioceres Crop Solutions Corp SHS (BIOX) | 0.3 | $1.6M | 4.6M | 0.35 |
