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Solel Partners LP

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13F filer, CIK 1790604, BOSTON, MA

Solel Partners LP reported $618,240,732 across 22 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 70.37% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000905148-26-000865

Period
2025-12-31
Reported value
$618M
Holdings
22
Top 10 weight
70.37%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DKNGnew+1,179,700$40.7M
ESSnew+76,700$20.1M
BRZEadded+526,300$18M
CALMnew+181,700$14.5M
CPTadded+97,500$10.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TNLreduced-234,700-$16.6M
BRSLreduced-624,800-$9.67M
CVSreduced-120,000-$9.52M
FAFreduced-153,000-$9.4M
CZRreduced-86,900-$2.03M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0000905148-26-000865, largest first. % of portfolio is the value over $618,240,732, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66,100 shares; 2025Q2: 187,527 shares; 2025Q3: 206,527 shares; 2025Q4: 206,527 shares 206,527$68.2M11.03%0Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,054,300 shares; 2024Q4: 1,054,300 shares; 2025Q1: 1,065,875 shares; 2025Q2: 1,211,600 shares; 2025Q3: 739,000 shares; 2025Q4: 739,000 shares 739,000$61.7M9.97%0Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,128,900 shares; 2024Q4: 1,424,400 shares; 2025Q1: 774,300 shares; 2025Q2: 674,300 shares; 2025Q3: 713,700 shares; 2025Q4: 593,700 shares 593,700$47.1M7.62%-120,000Timeline
BRZEBRAZE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 745,900 shares; 2025Q4: 1,272,200 shares 1,272,200$43.6M7.06%+526,300Timeline
BRSLBRIGHTSTAR LOTTERY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,667,424 shares; 2024Q4: 3,058,150 shares; 2025Q1: 3,304,924 shares; 2025Q2: 4,481,624 shares; 2025Q3: 3,420,124 shares; 2025Q4: 2,795,324 shares 2,795,324$43.3M7%-624,800Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,179,700 shares 1,179,700$40.7M6.58%newTimeline
TNLTRAVEL PLUS LEISURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 787,317 shares; 2024Q4: 787,317 shares; 2025Q1: 787,317 shares; 2025Q2: 787,317 shares; 2025Q3: 787,317 shares; 2025Q4: 552,617 shares 552,617$39M6.3%-234,700Timeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 188,000 shares; 2025Q4: 285,500 shares 285,500$31.4M5.08%+97,500Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,000 shares; 2025Q1: 87,000 shares; 2025Q2: 87,000 shares; 2025Q3: 87,000 shares; 2025Q4: 87,000 shares 87,000$31.1M5.03%0Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,400 shares; 2025Q1: 103,600 shares; 2025Q2: 92,200 shares; 2025Q3: 92,200 shares; 2025Q4: 113,500 shares 113,500$29.1M4.7%+21,300Timeline
WEXWEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,100 shares; 2025Q4: 167,000 shares 167,000$24.9M4.02%+48,900Timeline
CXMSPRINKLR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,386,112 shares; 2024Q4: 1,846,481 shares; 2025Q1: 3,722,463 shares; 2025Q2: 2,972,463 shares; 2025Q3: 2,649,369 shares; 2025Q4: 3,149,369 shares 3,149,369$24.5M3.96%+500,000Timeline
HLFHERBALIFE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,169,405 shares; 2024Q4: 1,169,405 shares; 2025Q1: 1,406,791 shares; 2025Q2: 1,669,405 shares; 2025Q3: 1,669,405 shares; 2025Q4: 1,860,615 shares 1,860,615$24M3.88%+191,210Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,700 shares 76,700$20.1M3.25%newTimeline
FAFFIRST AMERN FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 460,700 shares; 2025Q4: 307,700 shares 307,700$18.9M3.06%-153,000Timeline
CZRCAESARS ENTERTAINMENT INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,143,300 shares; 2025Q2: 780,750 shares; 2025Q3: 780,750 shares; 2025Q4: 693,850 shares 693,850$16.2M2.63%-86,900Timeline
CALMCAL MAINE FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 181,700 shares 181,700$14.5M2.34%newTimeline
XPOFXPONENTIAL FITNESS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 259,660 shares; 2025Q3: 1,245,000 shares; 2025Q4: 1,245,000 shares 1,245,000$10.2M1.66%0Timeline
PUKPRUDENTIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,592 shares; 2024Q4: 266,592 shares; 2025Q1: 266,592 shares; 2025Q2: 266,592 shares; 2025Q3: 266,592 shares; 2025Q4: 266,592 shares 266,592$8.3M1.34%0Timeline
LAWCS DISCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,492,281 shares; 2024Q4: 1,148,734 shares; 2025Q1: 1,105,244 shares; 2025Q2: 1,105,244 shares; 2025Q3: 1,105,244 shares; 2025Q4: 1,044,444 shares 1,044,444$8.1M1.31%-60,800Timeline
TRTXTPG RE FIN TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 599,666 shares; 2025Q1: 873,686 shares; 2025Q2: 873,686 shares; 2025Q3: 873,686 shares; 2025Q4: 873,686 shares 873,686$7.52M1.22%0Timeline
BIOXBIOCERES CROP SOLUTIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,579,364 shares; 2024Q4: 4,579,364 shares; 2025Q1: 4,579,364 shares; 2025Q2: 4,579,364 shares; 2025Q3: 4,579,364 shares; 2025Q4: 4,579,364 shares 4,579,364$6M0.97%0Timeline

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000905148-26-000865 base2026-02-17acceptance time not in the bulk data set