Solus Alternative Asset Management LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Solus Alternative Asset Management LP reported 9 stock positions worth $276.6 million. Its top holding was Bristow (VTOL) at 39.6% of the portfolio, followed by Exxon Mobil (XOM, 12.5%) and Veon (VEON, 11.8%). Compared with Q3 2024, it reduced 2. The biggest sale was Frontier Communications Pare (FYBR, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- Summit, NJ
- CIK
- 0001407737
- Portfolio Value
- $276.6M (Q4 2024)
- SEC Filing
- 0001140361-25-004717 ↗ filed Feb 14, 2025
Holdings Value
Holdings 9 stocks · $276.6M
| VTOL Bristow Group Inc. | 39.65% | 3,196,948 | $109.7M | Reduce -4.5% |
| XOM Exxon Mobil Corp. | 12.50% | 321,310 | $34.6M | No change |
| VEON Veon Ltd. | 11.77% | 812,002 | $32.6M | No change |
| CVX Chevron Corp. | 9.63% | 183,905 | $26.6M | No change |
| FYBR Frontier Communications Pare | 8.70% | 693,498 | $24.1M | Reduce -56.5% |
| VLO Valero Energy Corp. | 8.02% | 180,977 | $22.2M | No change |
| RIG Transocean Ltd. | 6.06% | 4,470,000 | $16.8M | No change |
| BKR Baker Hughes Co. | 2.37% | 160,000 | $6.6M | No change |
| CNK Cinemark Holdings Inc. | 1.30% | 116,062 | $3.6M | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $37.4M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| MARA HOLDINGS INC (MARA 1 12/01/26) | NOTE 1.000%12/0 · principal | 41,633,000 | $37.4M | No change |
Total filed on the 13F, all lines: $314.0M.
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 9 | $307.5M | VTOL, VLO, VEON, CVX, XOM |
| Q1 2026 | 9 | $338.3M | VTOL, VLO, VEON, CVX, XOM |
| Q4 2025 | 9 | $276.4M | VTOL, VEON, XOM, VLO, CVX |
| Q3 2025 | 8 | $278.7M | VTOL, VEON, XOM, VLO, CVX |
| Q2 2025 | 8 | $247.7M | VTOL, VEON, XOM, VLO, CVX |
| Q1 2025 | 8 | $252.9M | VTOL, XOM, VEON, CVX, VLO |
| Q4 2024 | 9 | $276.6M | VTOL, XOM, VEON, CVX, FYBR |
| Q3 2024 | 9 | $314.7M | VTOL, FYBR, XOM, CVX, VEON |
| Q2 2024 | 9 | $312.9M | VTOL, FYBR, XOM, CVX, VLO |
| Q1 2024 | 9 | $293.7M | VTOL, FYBR, XOM, VLO, CVX |