2026 Q1 Portfolio Activity
In 2026 Q1, Solus Alternative Asset Management LP maintained a portfolio of 10 distinct positions. The fund also reduced its exposure to EXXON MOBIL CORP by 32.8%.
Position History
hover any row below to update
Loading…
Total Positions
10
Quarter
2026 Q1
Top Holding
VTOL (36.3%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-10 of 10
Solus Alternative Asset Management LP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTOL
BRISTOW GROUP I...
|
Energy | 36.27% | 34.11% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
2,876,796 | $134,892,964 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VLO
VALERO ENERGY C...
|
Energy | 12.59% | 9.99% |
#2
3
Prev: #5
|
6.5 |
—
|
no change | no change |
P
S
|
189,577 | $46,840,685 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VEON
VEON LTD
|
Communication Services | 11.04% | 15.10% |
#3
1
Prev: #2
|
6.0 |
—
|
no change | no change |
P
S
|
887,002 | $41,068,193 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 9.89% | 8.77% |
#4
2
Prev: #6
|
5.5 |
—
|
no change | no change |
P
S
|
177,723 | $36,770,889 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 9.37% | 11.89% |
#5
2
Prev: #3
|
4.2 |
—
|
-100,000 | -32.8% |
P
S
|
205,310 | $34,832,895 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
MARA HOLDINGS I...
|
|
Bond/Debt | 9.05% | 10.53% |
#6
2
Prev: #4
|
4.6 |
—
|
no change | no change |
P
S
|
35,620,000 | $33,660,900 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
RIG
TRANSOCEAN LTD
|
Energy | 7.97% | 5.98% |
#7
Prev: #7
|
4.2 |
—
|
no change | no change |
P
S
|
4,470,000 | $29,636,100 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BKR
BAKER HUGHES CO...
|
Energy | 2.87% | 2.58% |
#8
Prev: #8
|
2.1 |
—
|
no change | no change |
P
S
|
175,000 | $10,683,750 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CNK
CINEMARK HLDGS ...
|
Communication Services | 0.89% | 0.87% |
#9
Prev: #9
|
1.4 |
—
|
no change | no change |
P
S
|
116,062 | $3,310,088 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EAF
GRAFTECH INTL L...
|
Industrials | 0.07% | 0.18% |
#10
Prev: #10
|
1.0 |
—
|
no change | no change |
P
S
|
36,235 | $245,673 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-10 of 10 holdings