$465 Million is the total value of Solel Partners LP's 19 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UHS | Buy | UNIVERSAL HLTH SVCS INCcl b | $55,417,000 | +18.4% | 427,400 | +26.3% | 11.91% | +26.4% |
| CHNG | Buy | CHANGE HEALTHCARE INC | $48,471,000 | +48.2% | 2,267,135 | +45.1% | 10.42% | +58.3% |
| UBER | Buy | UBER TECHNOLOGIES INC | $44,404,000 | +38.6% | 1,059,000 | +48.1% | 9.55% | +48.1% |
| ALIT | Buy | ALIGHT INC | $33,349,000 | +102.4% | 3,085,000 | +115.0% | 7.17% | +116.3% |
| MLCO | Buy | MELCO RESORTS AND ENTMNT LTDadr | $15,474,000 | -0.5% | 1,520,000 | +0.1% | 3.33% | +6.3% |
| MCW | New | MISTER CAR WASH INC | $12,396,000 | – | 680,732 | +100.0% | 2.66% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
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 | 2024-02-14 |
| 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 |
| 13F-HR | 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.