Solel Partners Lp Top Holdings and 13F Report (2021) About Solel Partners LpInvestment ActivitySolel Partners Lp has $588.49 million in total holdings as of September 30, 2021.Solel Partners Lp owns shares of 24 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 24.02% of the portfolio was purchased this quarter.About 20.03% of the portfolio was sold this quarter.This quarter, Solel Partners Lp has purchased 19 new stocks and bought additional shares in 5 stocks.Solel Partners Lp sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings Humana $64,742,888UnitedHealth Group $62,979,167Camden Property Trust $41,920,514Synchrony Financial $39,918,645Travel + Leisure $39,240,538 Largest New Holdings this Quarter 50212V100 - LPL Financial $38,590,160 Holding36266G107 - GE HealthCare Technologies $26,224,897 Holding171484108 - Churchill Downs $25,251,588 Holding015271109 - Alexandria Real Estate Equities $14,164,223 Holding39874R101 - Grocery Outlet $4,278,785 Holding Largest Purchases this Quarter LPL Financial 137,000 shares (about $38.59M)GE HealthCare Technologies 409,700 shares (about $26.22M)Churchill Downs 281,700 shares (about $25.25M)Alexandria Real Estate Equities 268,008 shares (about $14.16M)Herbalife 987,500 shares (about $12.99M) Largest Sales this Quarter CVS Health 454,300 shares (about $47.00M)UnitedHealth Group 55,000 shares (about $22.86M)Synchrony Financial 214,100 shares (about $16.28M)DraftKings 450,000 shares (about $11.37M)Xponential Fitness 759,700 shares (about $5.26M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSolel Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHUMHumana$64,742,888$2,605,763 â–¼-3.9%162,99011.0%HealthcareUNHUnitedHealth Group$62,979,167$22,859,650 â–¼-26.6%151,52710.7%HealthcareCPTCamden Property Trust$41,920,514$4,579,600 â–²12.3%366,1507.1%Real EstateSYFSynchrony Financial$39,918,645$16,282,305 â–¼-29.0%524,9006.8%FinanceTNLTravel + Leisure$39,240,538$2,995,980 â–¼-7.1%513,4186.7%Consumer DiscretionaryLPLALPL Financial$38,590,160$38,590,160 â–²New Holding137,0006.6%FinanceHLFHerbalife$37,452,712$12,985,625 â–²53.1%2,848,1156.4%Consumer StaplesBRZEBraze$36,265,6800.0%1,672,0006.2%TechnologyAMZNAmazon.com$34,988,312$357,510 â–¼-1.0%146,8005.9%Consumer DiscretionaryWEXWEX$31,376,582$7,814,552 â–²33.2%222,3875.3%FinanceGEHCGE HealthCare Technologies$26,224,897$26,224,897 â–²New Holding409,7004.5%HealthcareCHDNChurchill Downs$25,251,588$25,251,588 â–²New Holding281,7004.3%Consumer DiscretionaryESSEssex Property Trust$22,364,9530.0%76,7003.8%Real EstateCXMSprinklr$18,830,7440.0%3,649,3693.2%TechnologyBRIGHTSTAR LOTTERY PLC$18,439,729$3,216,000 â–²21.1%1,720,1243.1%SHS USDAREAlexandria Real Estate Equities$14,164,223$14,164,223 â–²New Holding268,0082.4%Real EstateDKNGDraftKings$11,295,514$11,367,000 â–¼-50.2%447,1701.9%Consumer DiscretionaryLAWCS Disco$4,490,432$542,434 â–²13.7%1,187,9450.8%TechnologyGOGrocery Outlet$4,278,785$4,278,785 â–²New Holding428,7360.7%Consumer StaplesCVSCVS Health$4,075,930$46,997,335 â–¼-92.0%39,4000.7%HealthcareSTCStewart Information Services$3,708,079$3,708,079 â–²New Holding56,1660.6%FinanceXPOFXponential Fitness$3,358,276$5,257,124 â–¼-61.0%485,3000.6%Consumer DiscretionaryTRTXTPG RE Finance Trust$2,928,144$1,596,460 â–¼-35.3%349,8380.5%FinanceBIOXBioceres Crop Solutions$1,603,2350.0%4,579,3640.3%MaterialsPUKPrudential Public$0$7,579,211 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. 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