William Stone
Solel Partners Lp
Assets Managed
$467.672M
Holdings
19
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
-24.35%(2Q avg: -2.7%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Solel Partners Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 19 positions.
Assets under management
The assets under management (AUM) of Solel Partners Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 467.672M in assets, with a quarterly growth rate of -24.35% and a 2-quarter average growth rate of -2.7%. The portfolio is managed by William Stone, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
UNH Unitedhealth Group Inc
| 11.95% | $55.884M 206,527 shares@ $270.6 avg price | |
SYF Synchrony Financial
| 10.75% | $50.267M 739,000 shares@ $68.02 avg price | |
BRZE Braze Inc-a
| 8.45% | $39.476M 1.672M shares@ $23.61 avg price | Increased 31.43% |
TNL Travel + Leisure Co
| 8.18% | $38.236M 552,617 shares@ $69.19 avg price | |
CVS Cvs Health Corp
| 7.59% | $35.458M 493,700 shares@ $71.82 avg price | Decreased -16.84% |
CPT Camden Property Trust
| 6.82% | $31.852M 326,150 shares@ $97.66 avg price | Increased 14.24% |
AMZN Amazon.com Inc
| 6.61% | $30.886M 148,300 shares@ $208.27 avg price | New Position |
HUM Humana Inc
| 6.29% | $29.398M 169,550 shares@ $173.4 avg price | Increased 49.39% |
HLF Herbalife Ltd
| 5.86% | $27.388M 1.861M shares@ $14.73 avg price | |
WEX Wex Inc
| 5.47% | $25.558M 167,000 shares@ $153.04 avg price |
1-10 of 19