SP

Solel Partners LP

13F
Solel Partners LP
Last update 2025-02-16 21 Stocks (4 new)
Value $493.00 Mil Turnover 15 %
Countries:
Top Holdings: SYF(13.90%)CVS(12.97%)IGT(10.96%)CI(8.31%)TNL(8.06%)
Summary Stock Picks Current Portfolio
Solel Partners LP Top Holdings of 2024-12-31 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
1,054,300
68,529.5
0%
13.900
0%
0.270
-19.57%
-15.74%
20,658.3
Credit Services
CVS 		CVS Health Corp
1,424,400
63,941.3
+26.18%
12.970
+2.69%
0.110
+21.73%
+52.94%
84,706.0
Healthcare Plans
IGT 		International Game Technology PLC
3,058,150
54,006.9
+14.65%
10.960
+1.40%
1.510
+0.01%
-4.07%
3,384.1
Travel & Leisure
CI 		The Cigna Group
148,400
40,979.2
+37.03%
8.310
+2.25%
0.050
+14.26%
+21.37%
89,972.0
Healthcare Plans
TNL 		Travel+Leisure Co
787,317
39,720.1
0%
8.060
0%
1.150
-14.26%
-5.92%
3,115.6
Travel & Leisure
GO 		Grocery Outlet Holding Corp
2,491,567
38,893.4
+2.11%
7.890
+0.16%
2.560
-5.20%
+4.45%
1,598.0
Retail - Defensive
BASE 		Couchbase Inc
1,947,867
30,367.3
-2.05%
6.160
-0.13%
3.720
-7.27%
+12.06%
943.1
Software
LPLA 		LPL Financial Holdings Inc
87,000
28,406.4
New Holding
5.760
+5.76%
0.120
-8.76%
+2.41%
26,716.0
Capital Markets
BIOX 		Bioceres Crop Solutions Corp
4,579,364
27,842.5
0%
5.650
0%
7.580
-37.48%
-31.41%
252.1
Agriculture
AMZN 		Amazon.com Inc
108,470
23,797.2
-33.24%
4.830
-2.05%
0.000
-21.07%
-15.03%
1,979,100.4
Retail - Cyclical

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
LPLA 		LPL Financial Holdings Inc2024-12-31New Buy
+5.76%
●
231.07 ($296.76) 335.91
$334.06
12.57%
New holding
87,000
87,000
ZUO Unlock Delisted Zuora Inc2024-12-31Reduce
-3.15%
●
8.37 ($9.72) 9.98
$10.02
3.09%
Reduce -81.03%
419,866
-1,793,188
CVS 		CVS Health Corp2024-12-31Add
+2.69%
●
43.78 ($56.01) 67.46
$67.10
19.80%
Add 26.18%
1,424,400
295,500
CXM 		Sprinklr Inc2024-12-31Reduce
-2.42%
●
6.98 ($8) 9.42
$7.72
-3.50%
Reduce -45.47%
1,846,481
-1,539,631
CI 		The Cigna Group2024-12-31Add
+2.25%
●
265.59 ($318.3) 358.58
$333.01
4.62%
Add 37.03%
148,400
40,100
AMZN 		Amazon.com Inc2024-12-31Reduce
-2.05%
●
180.8 ($204.89) 232.93
$186.42
-9.01%
Reduce -33.24%
108,470
-54,000
IGT 		International Game Technology PLC2024-12-31Add
+1.40%
●
17.07 ($19.65) 21.4
$16.75
-14.76%
Add 14.65%
3,058,150
390,726
PGRE 		Paramount Group Inc2024-12-31New Buy
+1.36%
●
4.64 ($4.94) 5.36
$4.55
-7.89%
New holding
1,360,076
1,360,076
TRTX 		TPG RE Finance Trust Inc2024-12-31New Buy
+1.03%
●
8.24 ($8.72) 9.2
$7.62
-12.67%
New holding
599,666
599,666
LAW 		CS Disco Inc2024-12-31Reduce
-0.41%
●
4.98 ($5.81) 6.53
$3.65
-37.18%
Reduce -23.02%
1,148,734
-343,547

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 2024-12-31

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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