Solus Alternative Asset Management LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Solus Alternative Asset Management LP reported 9 stock positions worth $338.3 million. Its top holding was Bristow (VTOL) at 39.9% of the portfolio, followed by Valero Energy (VLO, 13.8%) and Veon (VEON, 12.1%). Compared with Q4 2025, it reduced 1. The biggest sale was Exxon Mobil (XOM, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- Summit, NJ
- CIK
- 0001407737
- Portfolio Value
- $338.3M (Q1 2026)
- SEC Filing
- 0001140361-26-021549 ↗ filed May 15, 2026
Holdings Value
Holdings 9 stocks · $338.3M
| VTOL Bristow Group Inc. | 39.88% | 2,876,796 | $134.9M | No change |
| VLO Valero Energy Corp. | 13.85% | 189,577 | $46.8M | No change |
| VEON Veon Ltd. | 12.14% | 887,002 | $41.1M | No change |
| CVX Chevron Corp. | 10.87% | 177,723 | $36.8M | No change |
| XOM Exxon Mobil Corp. | 10.30% | 205,310 | $34.8M | Reduce -32.8% |
| RIG Transocean Ltd. | 8.76% | 4,470,000 | $29.6M | No change |
| BKR Baker Hughes Co. | 3.16% | 175,000 | $10.7M | No change |
| CNK Cinemark Holdings Inc. | 0.98% | 116,062 | $3.3M | No change |
| EAF Graftech International Ltd. | 0.07% | 36,235 | $246K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $33.7M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| MARA HOLDINGS INC (MARA 1 12/01/26) | NOTE 1.000%12/0 · principal | 35,620,000 | $33.7M | No change |
Total filed on the 13F, all lines: $371.9M.
Portfolio Sells Q4 2025 → Q1 2026
| XOM Exxon Mobil Corp. | Reduce -32.8% | 10.30% | −3.00 |
Portfolio Buys Q4 2025 → Q1 2026
| 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 |