Solel Partners LP
13F filer · CIK 1790604 · Boston, MA
Summary
Solel Partners LP reported $588.49M across 24 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are HUM (11.0%), UNH (10.7%), CPT (7.1%). Versus 2026 Q1, leaving options aside, it opened 6 new positions, added to 5, trimmed 9 and sold out of 1.
Reported value$588.49M
Positions24
Report period2026 Q2
FiledAug 14, 2026
New positions6
Added5
Trimmed9
Sold out1
Top 24 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 11.0%Value $64.74MPrice $386.87Shares 163K -3.87%Since Jun 30 -2.61%
Weight 10.7%Value $62.98MPrice $374.94Shares 152K -26.63%Since Jun 30 -9.79%
Weight 7.1%Value $41.92MPrice $98.46Shares 366K +12.26%Since Jun 30 -14.00%
Weight 6.8%Value $39.92MPrice $71.72Shares 525K -28.97%Since Jun 30 -5.69%
Weight 6.7%Value $39.24MPrice $63.98Shares 513K -7.09%Since Jun 30 -16.29%
Weight 6.6%Value $38.59MPrice $308.05Shares 137KSince Jun 30 +9.36%
Weight 6.4%Value $37.45MPrice $12.44Shares 2.85M +53.07%Since Jun 30 -5.40%
Weight 6.2%Value $36.27MPrice $23.15Shares 1.67MSince Jun 30 +6.73%
Weight 5.9%Value $34.99MPrice $246.67Shares 147K -1.01%Since Jun 30 +3.50%
Weight 5.3%Value $31.38MPrice $171.46Shares 222K +33.17%Since Jun 30 +21.53%
Weight 4.5%Value $26.22MPrice $66.46Shares 410KSince Jun 30 +3.83%
Weight 4.3%Value $25.25MPrice $76.16Shares 282KSince Jun 30 -15.04%
Weight 3.8%Value $22.36MPrice $273.93Shares 77KSince Jun 30 -6.06%
Weight 3.2%Value $18.83MPrice $4.82Shares 3.65MSince Jun 30 -6.59%
Weight 3.1%Value $18.44MPrice $9.93Shares 1.72M +21.12%Since Jun 30 -7.37%
Weight 2.4%Value $14.16MPrice $48.47Shares 268KSince Jun 30 -8.29%
Weight 1.9%Value $11.30MPrice $19.59Shares 447K -50.16%Since Jun 30 -22.45%
Weight 0.8%Value $4.49MPrice $4.08Shares 1.19M +13.74%Since Jun 30 +7.94%
Weight 0.7%Value $4.28MPrice $10.95Shares 429KSince Jun 30 +9.72%
Weight 0.7%Value $4.08MPrice $87.10Shares 39K -92.02%Since Jun 30 -15.80%
Weight 0.6%Value $3.71MPrice $56.76Shares 56KSince Jun 30 -14.03%
Weight 0.6%Value $3.36MPrice $4.40Shares 485K -61.02%Since Jun 30 -36.42%
Weight 0.5%Value $2.93MPrice $6.34Shares 350K -35.28%Since Jun 30 -24.25%
Weight 0.3%Value $1.60MPrice $0.35Shares 4.58MSince Jun 30 -1.31%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 11.0% | $64.74M | -2.61% | -3.87% | Trim | |
| 10.7% | $62.98M | -9.79% | -26.63% | Trim | |
| 7.1% | $41.92M | -14.00% | +12.26% | Add | |
| 6.8% | $39.92M | -5.69% | -28.97% | Trim | |
| 6.7% | $39.24M | -16.29% | -7.09% | Trim | |
| 6.6% | $38.59M | +9.36% | — | New | |
| 6.4% | $37.45M | -5.40% | +53.07% | Add | |
| 6.2% | $36.27M | +6.73% | — | Hold | |
| 5.9% | $34.99M | +3.50% | -1.01% | Trim | |
| 5.3% | $31.38M | +21.53% | +33.17% | Add | |
| 4.5% | $26.22M | +3.83% | — | New | |
| 4.3% | $25.25M | -15.04% | — | New | |
| 3.8% | $22.36M | -6.06% | — | Hold | |
| 3.2% | $18.83M | -6.59% | — | Hold | |
| 3.1% | $18.44M | -7.37% | +21.12% | Add | |
| 2.4% | $14.16M | -8.29% | — | New | |
| 1.9% | $11.30M | -22.45% | -50.16% | Trim | |
| 0.8% | $4.49M | +7.94% | +13.74% | Add | |
| 0.7% | $4.28M | +9.72% | — | New | |
| 0.7% | $4.08M | -15.80% | -92.02% | Trim | |
| 0.6% | $3.71M | -14.03% | — | New | |
| 0.6% | $3.36M | -36.42% | -61.02% | Trim | |
| 0.5% | $2.93M | -24.25% | -35.28% | Trim | |
| 0.3% | $1.60M | -1.31% | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.