- New Purchases: MCW,
- Added Positions: ALIT, CHNG, UBER, UHS,
- Reduced Positions: CI, PCG, PRG,
- Sold Out: FMX, HLF, BOWX,
For the details of Solel Partners LP's stock buys and sells, go to https://www.gurufocus.com/guru/solel+partners+lp/current-portfolio/portfolio
These are the top 5 holdings of Solel Partners LP- Universal Health Services Inc (UHS) - 427,400 shares, 11.91% of the total portfolio. Shares added by 26.30%
- Cigna Corp (CI) - 235,400 shares, 11.62% of the total portfolio. Shares reduced by 21.9%
- Change Healthcare Inc (CHNG) - 2,267,135 shares, 10.42% of the total portfolio. Shares added by 45.14%
- Uber Technologies Inc (UBER) - 1,059,000 shares, 9.55% of the total portfolio. Shares added by 48.11%
- PROG Holdings Inc (PRG) - 847,162 shares, 8.22% of the total portfolio. Shares reduced by 3.02%
Solel Partners LP initiated holding in Mister Car Wash Inc. The purchase prices were between $16 and $19.46, with an estimated average price of $17.85. The stock is now traded at around $15.870000. The impact to a portfolio due to this purchase was 2.66%. The holding were 680,732 shares as of 2021-12-31.
Added: Alight Inc (ALIT)Solel Partners LP added to a holding in Alight Inc by 114.98%. The purchase prices were between $9.95 and $11.98, with an estimated average price of $10.84. The stock is now traded at around $10.550000. The impact to a portfolio due to this purchase was 3.83%. The holding were 3,085,000 shares as of 2021-12-31.
Added: Change Healthcare Inc (CHNG)Solel Partners LP added to a holding in Change Healthcare Inc by 45.14%. The purchase prices were between $20.28 and $21.75, with an estimated average price of $20.97. The stock is now traded at around $20.110000. The impact to a portfolio due to this purchase was 3.24%. The holding were 2,267,135 shares as of 2021-12-31.
Added: Uber Technologies Inc (UBER)Solel Partners LP added to a holding in Uber Technologies Inc by 48.11%. The purchase prices were between $35.73 and $48.36, with an estimated average price of $43.04. The stock is now traded at around $34.680000. The impact to a portfolio due to this purchase was 3.1%. The holding were 1,059,000 shares as of 2021-12-31.
Added: Universal Health Services Inc (UHS)Solel Partners LP added to a holding in Universal Health Services Inc by 26.30%. The purchase prices were between $116.39 and $137.35, with an estimated average price of $128.38. The stock is now traded at around $134.790000. The impact to a portfolio due to this purchase was 2.48%. The holding were 427,400 shares as of 2021-12-31.
Sold Out: Fomento Economico Mexicano SAB de CV (FMX)Solel Partners LP sold out a holding in Fomento Economico Mexicano SAB de CV. The sale prices were between $69.55 and $86.11, with an estimated average price of $78.14.
Sold Out: Herbalife Nutrition Ltd (HLF)Solel Partners LP sold out a holding in Herbalife Nutrition Ltd. The sale prices were between $37.34 and $47.47, with an estimated average price of $41.52.
Sold Out: BowX Acquisition Corp (BOWX)Solel Partners LP sold out a holding in BowX Acquisition Corp. The sale prices were between $9.37 and $10.4, with an estimated average price of $9.99.
Here is the complete portfolio of Solel Partners LP. Also check out:
1. Solel Partners LP's Undervalued Stocks
2. Solel Partners LP's Top Growth Companies, and
3. Solel Partners LP's High Yield stocks
4. Stocks that Solel Partners LP keeps buying