2026 Q2 Portfolio Activity
In 2026 Q2, Solus Alternative Asset Management LP maintained a portfolio of 10 distinct positions.
Position History
hover any row below to update
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Total Positions
10
Quarter
2026 Q2
Top Holding
VTOL (34.7%)
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 Q2
| 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 | 34.74% | 36.27% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
2,876,796 | $118,869,211 |
$13.85
+236.0%
|
2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
VLO
VALERO ENERGY C...
|
Energy | 14.43% | 12.59% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
189,577 | $49,373,434 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VEON
VEON LTD
|
Communication Services | 13.53% | 11.04% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
887,002 | $46,310,374 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
MARA HOLDINGS I...
|
|
Bond/Debt | 10.12% | 9.05% |
#4
2
Prev: #6
|
5.5 |
—
|
no change | no change |
P
S
|
35,620,000 | $34,640,450 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
CVX
CHEVRON CORPORA...
|
Energy | 8.61% | 9.89% |
#5
1
Prev: #4
|
4.9 |
—
|
no change | no change |
P
S
|
177,723 | $29,459,364 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 8.20% | 9.37% |
#6
1
Prev: #5
|
4.3 |
—
|
no change | no change |
P
S
|
205,310 | $28,069,983 | 2008 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RIG
TRANSOCEAN LTD
|
Energy | 6.39% | 7.97% |
#7
Prev: #7
|
3.6 |
—
|
no change | no change |
P
S
|
4,470,000 | $21,858,300 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BKR
BAKER HUGHES CO...
|
Energy | 2.84% | 2.87% |
#8
Prev: #8
|
2.1 |
—
|
no change | no change |
P
S
|
175,000 | $9,712,500 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CNK
CINEMARK HLDGS ...
|
Communication Services | 1.08% | 0.89% |
#9
Prev: #9
|
1.4 |
—
|
no change | no change |
P
S
|
116,062 | $3,682,647 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EAF
GRAFTECH INTL L...
|
Industrials | 0.06% | 0.07% |
#10
Prev: #10
|
1.0 |
—
|
no change | no change |
P
S
|
36,235 | $214,149 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-10 of 10 holdings