Solel Partners LP
Annual return '25
+13.2%
SPY '25
+17.7%
Alpha
-4.5ptsvs SPY
Invested
$467.7M
Holdings
19
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 86%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$UNH
UNITEDHEALTH GROUP INC
Q3 2025: Increased +10.1% (187.5k → 206.5k shares)
11.9%
02
$SYF
SYNCHRONY FINANCIAL
Q3 2025: Sold 39.0% (1.21M → 739.0k shares)
10.7%
03
$BRZE
BRAZE INC
Q3 2025: New position (745.9k shares)
8.4%
04
$TNL
TRAVEL PLUS LEISURE CO
Q4 2024: New position (787.3k shares)
8.2%
05
$CVS
CVS HEALTH CORP
Q3 2025: Increased +5.8% (674.3k → 713.7k shares)
7.6%
06
$CPT
CAMDEN PPTY TR
Q3 2025: New position (188.0k shares)
6.8%
07
$AMZN
AMAZON COM INC
Q2 2025: Exited (was 108.5k shares)
6.6%
08
$HUM
HUMANA INC
Q2 2025: Sold 11.0% (103.6k → 92.2k shares)
6.3%
09
$HLF
HERBALIFE LTD
Q2 2025: Increased +18.7% (1.41M → 1.67M shares)
5.9%
10
$WEX
WEX INC
Q3 2025: New position (118.1k shares)
5.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:35 UTC.