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Solel Partners LP

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13F filer, CIK 1790604, BOSTON, MA

Solel Partners LP reported $467,672,341 across 19 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 77.92% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000905148-26-002397

Period
2026-03-31
Reported value
$468M
Holdings
19
Top 10 weight
77.92%
New
1
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMZNnew+148,300$30.9M
HUMadded+56,050$9.72M
BRZEadded+399,800$9.44M
CPTadded+40,650$3.97M
CXMadded+500,000$3M

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
LPLAexited-87,000-$31.1M
FAFexited-307,700-$18.9M
BRSLreduced-1,375,200-$17.5M
CZRexited-693,850-$16.2M
CALMexited-181,700-$14.5M

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, Q1 2026

Share positions as resolved from 13F-HR 0000905148-26-002397, largest first. % of portfolio is the value over $467,672,341, 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66,100 shares; 2025Q2: 187,527 shares; 2025Q3: 206,527 shares; 2025Q4: 206,527 shares; 2026Q1: 206,527 shares 206,527$55.9M11.95%0Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 739,000 shares 739,000$50.3M10.75%0Timeline
BRZEBRAZE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 745,900 shares; 2025Q4: 1,272,200 shares; 2026Q1: 1,672,000 shares 1,672,000$39.5M8.44%+399,800Timeline
TNLTRAVEL PLUS LEISURE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 552,617 shares 552,617$38.2M8.18%0Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 493,700 shares 493,700$35.5M7.58%-100,000Timeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 188,000 shares; 2025Q4: 285,500 shares; 2026Q1: 326,150 shares 326,150$31.9M6.81%+40,650Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,470 shares; 2024Q4: 108,470 shares; 2025Q1: 108,470 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148,300 shares 148,300$30.9M6.6%newTimeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 169,550 shares 169,550$29.4M6.29%+56,050Timeline
HLFHERBALIFE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,860,615 shares 1,860,615$27.4M5.86%0Timeline
WEXWEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,100 shares; 2025Q4: 167,000 shares; 2026Q1: 167,000 shares 167,000$25.6M5.46%0Timeline
CXMSPRINKLR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,649,369 shares 3,649,369$21.9M4.68%+500,000Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,179,700 shares; 2026Q1: 897,170 shares 897,170$19.4M4.15%-282,530Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,700 shares; 2026Q1: 76,700 shares 76,700$18.6M3.97%0Timeline
BRSLBRIGHTSTAR LOTTERY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,420,124 shares 1,420,124$18.1M3.87%-1,375,200Timeline
PUKPRUDENTIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 266,592 shares 266,592$7.58M1.62%0Timeline
XPOFXPONENTIAL FITNESS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,245,000 shares 1,245,000$7.49M1.6%0Timeline
TRTXTPG RE FIN TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 540,574 shares 540,574$4.22M0.9%-333,112Timeline
LAWCS DISCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,044,444 shares 1,044,444$3.99M0.85%0Timeline
BIOXBIOCERES CROP SOLUTIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,579,364 shares 4,579,364$2.04M0.44%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
LPLALPL FINL HLDGS INC87,000$31.1Mshares
FAFFIRST AMERN FINL CORP307,700$18.9Mshares
CZRCAESARS ENTERTAINMENT INC NE693,850$16.2Mshares
CALMCAL MAINE FOODS INC181,700$14.5Mshares

How Q1 2026 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 0000905148-26-002397 base2026-05-15acceptance time not in the bulk data set