Solus Alternative Asset Management LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Solus Alternative Asset Management LP reported 8 stock positions worth $252.9 million. Its top holding was Bristow (VTOL) at 39.0% of the portfolio, followed by Exxon Mobil (XOM, 15.1%) and Veon (VEON, 14.8%). Compared with Q4 2024, it sold out of 1, added to 1 and reduced 1. The biggest buy was Veon (VEON, shares +5%) and the biggest sale an exit from Frontier Communications Pare (FYBR).
- Most Recent 13F
- Q2 2026
- Location
- Summit, NJ
- CIK
- 0001407737
- Portfolio Value
- $252.9M (Q1 2025)
- SEC Filing
- 0001140361-25-019194 ↗ filed May 15, 2025
Holdings Value
Holdings 8 stocks · $252.9M
| VTOL Bristow Group Inc. | 38.99% | 3,122,653 | $98.6M | Reduce -2.3% |
| XOM Exxon Mobil Corp. | 15.11% | 321,310 | $38.2M | No change |
| VEON Veon Ltd. | 14.76% | 856,102 | $37.3M | Add +5.4% |
| CVX Chevron Corp. | 12.16% | 183,905 | $30.8M | No change |
| VLO Valero Energy Corp. | 9.45% | 180,977 | $23.9M | No change |
| RIG Transocean Ltd. | 5.60% | 4,470,000 | $14.2M | No change |
| BKR Baker Hughes Co. | 2.78% | 160,000 | $7.0M | No change |
| CNK Cinemark Holdings Inc. | 1.14% | 116,062 | $2.9M | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $37.2M (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 | $37.2M | No change |
Total filed on the 13F, all lines: $290.1M.
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| VEON Veon Ltd. | Add +5.4% | 14.76% | +2.99 |
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 |