Solel Partners LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SP Solel Partners LP | Institutional Filer | ▼ 24.35% | $467.7M | 19 |
Current Portfolio Holdings
Showing all 19 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | UNH | UnitedHealth Group Incorporated | Healthcare | 207K | $55.9M | 11.95% |
| 2 | SYF | Synchrony Financial | Financial Services | 739K | $50.3M | 10.75% |
| 3 | BRZE | Braze, Inc. | Technology | 1.7M | $39.5M | 8.44% |
| 4 | TNL | Travel + Leisure Co. | Consumer Cyclical | 553K | $38.2M | 8.18% |
| 5 | CVS | CVS Health Corporation | Healthcare | 494K | $35.5M | 7.58% |
| 6 | CPT | Camden Property Trust | Real Estate | 326K | $31.9M | 6.81% |
| 7 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 148K | $30.9M | 6.60% |
| 8 | HUM | Humana Inc. | Healthcare | 170K | $29.4M | 6.29% |
| 9 | HLF | Herbalife Nutrition Ltd. | Consumer Defensive | 1.9M | $27.4M | 5.86% |
| 10 | WEX | WEX Inc. | Technology | 167K | $25.6M | 5.46% |
| 11 | CXM | Sprinklr, Inc. | Technology | 3.6M | $21.9M | 4.68% |
| 12 | DKNG | DraftKings Inc. | Consumer Cyclical | 897K | $19.4M | 4.15% |
| 13 | ESS | Essex Property Trust, Inc. | Real Estate | 77K | $18.6M | 3.97% |
| 14 | BRSL | Brightstar Lottery | Consumer Cyclical | 1.4M | $18.1M | 3.87% |
| 15 | PUK | Prudential plc | Financial Services | 267K | $7.6M | 1.62% |
Showing 1 to 15 of 19 holdings