Solel Partners
Solel Partners reported 24 stocks worth $588M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are HUM (11.0%), UNH (10.7%) and CPT (7.1%). Compared with Q1 2026, the fund opened new positions in LPLA, GEHC and CHDN, added to CPT, HLF and WEX, trimmed HUM, UNH and SYF and sold out of PUK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  HUM Humana Inc | $64.7M | 11.0% | 163K | −6,560 (−4%) | 7 of 8 | |
| 2 |  UNH Unitedhealth Group Inc | $63M | 10.7% | 152K | −55K (−27%) | 6 of 8 | |
| 3 |  CPT Camden Ppty TR | $41.9M | 7.1% | 366K | +40K (+12%) | 4 of 8 | |
| 4 |  SYF Synchrony Financial | $39.9M | 6.8% | 525K | −214K (−29%) | 8 of 8 | |
| 5 |  TNL TRAVEL plus LEISURE CO | $39.2M | 6.7% | 513K | −39K (−7%) | 8 of 8 | |
| 6 |  LPLA Lpl Financial | $38.6M | 6.6% | 137K | New position | 6 of 8 | |
| 7 |  HLF Herbalife Ltd | $37.5M | 6.4% | 2.8M | +988K (+53%) | 8 of 8 | |
| 8 |  BRZE Braze Inc | $36.3M | 6.2% | 1.7M | No change | 4 of 8 | |
| 9 |  AMZN Amazon Com Inc | $35M | 6.0% | 147K | −1,500 (−1%) | 5 of 8 | |
| 10 |  WEX Wex Inc | $31.4M | 5.3% | 222K | +55K (+33%) | 4 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 PUK Prudential PLC | $7.6M | 267K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Solel Partners 13F FAQ
What does Solel Partners own?
Solel Partners reported 24 stocks worth $588M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are HUM (11.0%), UNH (10.7%) and CPT (7.1%). The table above lists every position in the filing (the top 10 without an account).
What did Solel Partners buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 5 added to, 9 trimmed and 1 sold out. New positions include LPLA, GEHC and CHDN. It sold all of PUK.
When will Solel Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Solel Partners's portfolio worth?
The Q2 2026 filing reports $588M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.