Solel Partners LP
•CIK: 1790604•Filing: Q4 2025
**Solel Partners LP** manages $618M across a concentrated portfolio of 22 positions. The fund exhibits significant exposure to the healthcare sector, with top holdings including UNH at $68.2M and SYF at $61.7M. Further notable allocations include CVS ($47.1M), BRZE ($43.6M), and MS-PL ($43.3M). This structure suggests a focused, sector-tilted approach within the healthcare and related services industries.
Total AUM
$618.2M
QoQ Performance
+18.9%
Positions
22
Top 10 Concentration
70.4%
Latest Filing
Q4 2025
Top Holdings Allocation
UNH
SYF
CVS
BRZE
INTR
DKNG
WD5A
CPT
UNH11.0%
SYF10.0%
CVS7.6%
BRZE7.1%
INTR7.0%
DKNG6.6%
WD5A6.3%
CPT5.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.6%
Healthcare23.4%
Changes from Q3 2025
NEW3 new positions
↑6 increased
↓6 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023