Q2 2026 13F · SEC CIK 1790604
Solel Partners LP
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $588.5M
- Reported positions
- 24
- Top holdings a year, 3 yrs
- +14.4%
- Assets under management
- $1.2B
Solel Partners LP is a hedge fund that reported 24 positions worth $588.5M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Humana Inc (HUM, 11.0%), Unitedhealth Group Inc (UNH, 10.7%), Camden Ppty Tr (CPT, 7.1%). A portfolio copying its top holdings returned 14.4% a year over the last 3 years, against 22.3% for the S&P 500.
Solel Partners LP holdings all 24 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| HUMHumana Inc | 11.0% | -3.9% | $64.7M |
| UNHUnitedhealth Group Inc | 10.7% | -26.6% | $63.0M |
| CPTCamden Ppty Tr | 7.1% | +12.3% | $41.9M |
| SYFSynchrony Financial | 6.8% | -29.0% | $39.9M |
| TNLTravel Plus Leisure Co | 6.7% | -7.1% | $39.2M |
| LPLALpl Finl Hldgs Inc | 6.6% | — | $38.6M |
| HLFHerbalife Ltd | 6.4% | +53.1% | $37.5M |
| BRZEBraze Inc | 6.2% | +0.0% | $36.3M |
| AMZNAmazon Com Inc | 5.9% | -1.0% | $35.0M |
| WEXWex Inc | 5.3% | +33.2% | $31.4M |
| GEHCGe Healthcare Technologies I | 4.5% | — | $26.2M |
| CHDNChurchill Downs Inc | 4.3% | — | $25.3M |
| ESSEssex Ppty Tr Inc | 3.8% | +0.0% | $22.4M |
| CXMSprinklr Inc | 3.2% | +0.0% | $18.8M |
| BRSLBrightstar Lottery PLC | 3.1% | +21.1% | $18.4M |
| AREAlexandria Real Estate Eq in | 2.4% | — | $14.2M |
| DKNGDraftkings Inc | 1.9% | -50.2% | $11.3M |
| LAWCs Disco Inc | 0.8% | +13.7% | $4.5M |
| GOGrocery Outlet Hldg Corp | 0.7% | — | $4.3M |
| CVSCvs Health Corp | 0.7% | -92.0% | $4.1M |
| STCStewart Information Svcs Cor | 0.6% | — | $3.7M |
| XPOFXponential Fitness Inc | 0.6% | -61.0% | $3.4M |
| TRTXTpg Re Fin Tr Inc | 0.5% | -35.3% | $2.9M |
| BIOXBioceres Crop Solutions Corp | 0.3% | +0.0% | $1.6M |
What Solel Partners LP bought and sold in Q2 2026, against Q1 2026.
New positions
- LPLA Lpl Finl Hldgs Inc6.6% of 13F
- GEHC Ge Healthcare Technologies I4.5% of 13F
- CHDN Churchill Downs Inc4.3% of 13F
- ARE Alexandria Real Estate Eq in2.4% of 13F
- GO Grocery Outlet Hldg Corp0.7% of 13F
- STC Stewart Information Svcs Cor0.6% of 13F
Added to
- HLF Herbalife Ltd+53.1% shares
- WEX Wex Inc+33.2% shares
- BRSL Brightstar Lottery PLC+21.1% shares
- LAW Cs Disco Inc+13.7% shares
- CPT Camden Ppty Tr+12.3% shares
Reduced
- CVS Cvs Health Corp-92.0% shares
- XPOF Xponential Fitness Inc-61.0% shares
- DKNG Draftkings Inc-50.2% shares
- TRTX Tpg Re Fin Tr Inc-35.3% shares
- SYF Synchrony Financial-29.0% shares
- UNH Unitedhealth Group Inc-26.6% shares
- TNL Travel Plus Leisure Co-7.1% shares
Sold out
- PUK Prudential PLCwas 1.6%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +15.6% /yr
- S&P 500 +11.7%
- 3 years
- +14.4% /yr
- S&P 500 +22.3%
- 5 years
- +7.5% /yr
- S&P 500 +10.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $588.5M | 24 |
| Q1 2026 | $467.7M | 19 |
| Q4 2025 | $618.2M | 22 |
| Q3 2025 | $519.8M | 19 |
| Q2 2025 | $574.5M | 20 |
| Q1 2025 | $540.1M | 21 |
| Q4 2024 | $492.9M | 21 |
| Q3 2024 | $490.9M | 17 |
| Q2 2024 | $594.0M | 21 |
| Q1 2024 | $561.9M | 18 |
| Q4 2023 | $617.2M | 18 |
| Q3 2023 | $597.5M | 23 |
Questions about Solel Partners LP's portfolio
What stocks does Solel Partners LP own?
Solel Partners LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 24 positions worth $588.5M. The largest are Humana Inc (HUM) at 11.0%, Unitedhealth Group Inc (UNH) at 10.7%, Camden Ppty Tr (CPT) at 7.1%, Synchrony Financial (SYF) at 6.8% and Travel Plus Leisure Co (TNL) at 6.7%.
What did Solel Partners LP buy last quarter?
In Q2 2026, Solel Partners LP added a new position in Lpl Finl Hldgs Inc (LPLA), a new position in Ge Healthcare Technologies I (GEHC), a new position in Churchill Downs Inc (CHDN), a new position in Alexandria Real Estate Eq in (ARE), a new position in Grocery Outlet Hldg Corp (GO), Herbalife Ltd (HLF) (+53.1% shares), Wex Inc (WEX) (+33.2% shares) and Brightstar Lottery PLC (BRSL) (+21.1% shares), compared with its Q1 2026 filing.
What did Solel Partners LP sell last quarter?
In Q2 2026, Solel Partners LP sold all of Prudential PLC (PUK), Cvs Health Corp (CVS) (-92.0% shares), Xponential Fitness Inc (XPOF) (-61.0% shares) and Draftkings Inc (DKNG) (-50.2% shares), compared with its Q1 2026 filing.
How has Solel Partners LP's portfolio performed?
A portfolio copying Solel Partners LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.4% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +15.6% against +11.7%. Over 5 years: +7.5% a year against +10.6%.
When is Solel Partners LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Solel Partners LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Solel Partners LP manage?
Solel Partners LP reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $588.5M.