SP

Solel Partners LP

13F
Solel Partners LP
Last update 2025-05-15 21 Stocks (2 new)
Value $540.00 Mil Turnover 23 %
Countries:
Top Holdings: SYF(10.45%)CVS(9.71%)TNL(6.75%)UNH(6.41%)BASE(6.18%)
Summary Stock Picks Current Portfolio
Solel Partners LP Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SYF
Synchrony Financial
1,065,875
56,427.4
+1.10%
10.450
+0.11%
0.280
+45.22%
+11.92%
26,806.6
Credit Services
BRSL
International Game Technology PLC
3,304,924
53,738.1
+8.07%
9.950
+0.74%
1.640
+9.29%
+2.41%
2,990.4
Travel & Leisure
CVS
CVS Health Corp
774,300
52,458.8
-45.64%
9.710
-5.92%
0.060
-4.64%
+42.51%
78,241.5
Healthcare Plans
TNL
Travel+Leisure Co
787,317
36,444.9
0%
6.750
0%
1.190
+45.34%
+25.48%
4,022.0
Travel & Leisure
UNH
UnitedHealth Group Inc
66,100
34,619.9
New Holding
6.410
+6.41%
0.010
-31.16%
-41.52%
265,347.7
Healthcare Plans
BASE
Couchbase Inc
2,118,393
33,364.7
+8.75%
6.180
+0.50%
3.920
+50.34%
+55.55%
1,329.8
Software
CXM
Sprinklr Inc
3,722,463
31,082.6
+101.60%
5.760
+2.90%
1.440
+26.78%
+7.57%
2,352.8
Software
CI
The Cigna Group
93,135
30,641.4
-37.24%
5.670
-3.09%
0.030
-9.17%
+11.29%
81,302.2
Healthcare Plans
GO
Grocery Outlet Holding Corp
2,188,470
30,594.8
-12.16%
5.660
-0.96%
2.230
-8.91%
-7.69%
1,412.7
Retail - Defensive
CZR
Caesars Entertainment Inc
1,143,300
28,582.5
New Holding
5.290
+5.29%
0.550
+11.79%
-10.62%
6,212.0
Travel & Leisure

Solel Partners LP's Historical Top Holdings Breakdowns

Solel Partners LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UNH
UnitedHealth Group Inc
2025-03-31
New Buy
New Buy
+6.41%
●
461.52 ($511.2) 548.18
$292.51
-42.78%
New holding
66,100
66,100
CVS
CVS Health Corp
2025-03-31
Reduce
Reduce
-5.92%
●
44.22 ($59.84) 68.64
$61.85
3.36%
Reduce -45.64%
774,300
-650,100
CZR
Caesars Entertainment Inc
2025-03-31
New Buy
New Buy
+5.29%
●
25 ($32.53) 39.76
$29.87
-8.18%
New holding
1,143,300
1,143,300
HUM
Humana Inc
2025-03-31
Add
Add
+4.86%
●
249.11 ($270.45) 303.11
$237.12
-12.32%
Add 2254.55%
103,600
99,200
CI
The Cigna Group
2025-03-31
Reduce
Reduce
-3.09%
●
274.49 ($301.26) 329
$304.34
1.02%
Reduce -37.24%
93,135
-55,265
CXM
Sprinklr Inc
2025-03-31
Add
Add
+2.90%
●
8.08 ($8.75) 9.42
$9.09
3.89%
Add 101.6%
3,722,463
1,875,982
HDB
HDFC Bank Ltd
2025-03-31
Sold Out
Sold Out
-2.28%
●
58.06 ($60.99) 66.85
$78.94
29.43%
Sold Out
0
-176,000
PGRE
Paramount Group Inc
2025-03-31
Add
Add
+1.77%
●
3.99 ($4.52) 5.04
$6.51
44.03%
Add 163.53%
3,584,255
2,224,179
GO
Grocery Outlet Holding Corp
2025-03-31
Reduce
Reduce
-0.96%
●
10.99 ($14.79) 17.37
$14.41
-2.57%
Reduce -12.16%
2,188,470
-303,097
EVRI Unlock Delisted
Everi Holdings Inc
2025-03-31
Reduce
Reduce
-0.85%
●
13.51 ($13.65) 13.81
$14.24
4.32%
Reduce -60.35%
204,250
-310,937

Solel Partners LP Total Holding History ($B)

To

Solel Partners LP's Asset Allocation

To

Solel Partners LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Solel Partners LP's Hypothetical Growth since 2025-03-31

Solel Partners LP's Yearly Returns

Year Portfolio % % Excess Gain %

Solel Partners LP's Holdings Heat Map

Size field:

Solel Partners LP's Holdings Bubble Chart

Solel Partners LP News

  • 1

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