$178 Million is the total value of Solel Partners LP's 8 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CI | New | CIGNA CORP NEW | $40,387,000 | – | 197,500 | +100.0% | 22.65% | – |
| WH | New | WYNDHAM HOTELS & RESORTS INC | $37,309,000 | – | 594,000 | +100.0% | 20.93% | – |
| YNDX | New | YANDEX N Vcall | $34,792,000 | – | 800,000 | +100.0% | 19.51% | – |
| AGN | New | ALLERGAN PLC | $30,587,000 | – | 160,000 | +100.0% | 17.16% | – |
| PCG | New | PG&E CORP | $17,474,000 | – | 1,607,500 | +100.0% | 9.80% | – |
| YNDX | New | YANDEX N V | $7,143,000 | – | 164,250 | +100.0% | 4.01% | – |
| RRR | New | RED ROCK RESORTS INCcl a | $5,320,000 | – | 222,112 | +100.0% | 2.98% | – |
| VALE | New | VALE S Aput | $5,280,000 | – | 400,000 | +100.0% | 2.96% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| THE CIGNA GROUP | 16 | Q3 2023 | 23.3% |
| PRUDENTIAL PLC | 15 | Q3 2023 | 2.1% |
| PG&E CORP | 14 | Q1 2023 | 10.8% |
| HDFC BANK LTD | 14 | Q3 2023 | 5.8% |
| TRAVEL PLUS LEISURE CO | 11 | Q3 2023 | 9.9% |
| UNIVERSAL HLTH SVCS INC | 10 | Q3 2022 | 12.0% |
| UBER TECHNOLOGIES INC | 10 | Q3 2023 | 10.3% |
| HERBALIFE NUTRITION LTD | 10 | Q3 2023 | 10.1% |
| MELCO RESORTS AND ENTMNT LTD | 10 | Q3 2023 | 4.2% |
| AMAZON COM INC | 9 | Q3 2023 | 8.8% |
View Solel Partners LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G | 2024-02-14 |
| SC 13G | 2024-02-14 |
| SC 13G | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| SC 13G | 2023-02-14 |
View Solel Partners LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.