The Analysis of Solel Partners LP's Holdings


Currently, Solel Partners LP holds 22 types of securities in its portfolio with a total value $618.2M. In the most recent quarter, they have increased their positions in N/A (+1.2M shares, valued at $40.7M), ESS (+76.7K shares, valued at $20.1M), BRZE (+526.3K shares, valued at $18.0M); decreased their positions in TNL (-234.7K shares, valued at $16.6M), BRSL (-624.8K shares, valued at $9.7M), CVS (-120.0K shares, valued at $9.5M); initiated new positions in N/A (+1.2M shares, valued at $40.7M), ESS (+76.7K shares, valued at $20.1M), CALM (+181.7K shares, valued at $14.5M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
UNH UNITEDHEALTH GROUP INC206.5K shares0.00%2025-12-312026-02-17history
SYF SYNCHRONY FINANCIAL739.0K shares0.00%2025-12-312026-02-17history
CVS CVS HEALTH CORP593.7K shares-16.81%2025-12-312026-02-17history
BRZE BRAZE INC1.3M shares70.56%2025-12-312026-02-17history
BRSL BRIGHTSTAR LOTTERY PLC2.8M shares-18.27%2025-12-312026-02-17history
DRAFTKINGS INC NEW DRAFTKINGS INC NEW1.2M sharesnew addition2025-12-312026-02-17history
TNL TRAVEL PLUS LEISURE CO552.6K shares-29.81%2025-12-312026-02-17history
CPT CAMDEN PPTY TR285.5K shares51.86%2025-12-312026-02-17history
Sponsored
LPLA LPL FINL HLDGS INC87.0K shares0.00%2025-12-312026-02-17history
HUM HUMANA INC113.5K shares23.10%2025-12-312026-02-17history
WEX WEX INC167.0K shares41.41%2025-12-312026-02-17history
CXM SPRINKLR INC3.1M shares18.87%2025-12-312026-02-17history
HLF HERBALIFE LTD1.9M shares11.45%2025-12-312026-02-17history
ESS ESSEX PPTY TR INC76.7K sharesnew addition2025-12-312026-02-17history
FAF FIRST AMERN FINL CORP307.7K shares-33.21%2025-12-312026-02-17history
CZR CAESARS ENTERTAINMENT INC NE693.9K shares-11.13%2025-12-312026-02-17history
Sponsored
CALM CAL MAINE FOODS INC181.7K sharesnew addition2025-12-312026-02-17history
XPOF XPONENTIAL FITNESS INC1.2M shares0.00%2025-12-312026-02-17history
PUK PRUDENTIAL PLC266.6K shares0.00%2025-12-312026-02-17history
LAW CS DISCO INC1.0M shares-5.50%2025-12-312026-02-17history
TRTX TPG RE FIN TR INC873.7K shares0.00%2025-12-312026-02-17history
BIOX BIOCERES CROP SOLUTIONS CORP4.6M shares0.00%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available