Solus Alternative Asset Management LP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Solus Alternative Asset Management LP disclosed 10 US equity positions worth $351.6m in its Q3 2024 13F filing. The largest position was VTOL at 33.0% of the reported book, followed by FYBR and EXMOC.
What did Solus Alternative Asset Management LP own in Q3 2024? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | VTOL BRISTOW GROUP INC | 33.0% | $116.2m | 3,349,005 | – | ||
| 2 | FYBR FRONTIER COMMUNICATIONS PARE | 16.1% | $56.6m | 1,593,498 | – | ||
| 3 | EXMOC EXXON MOBIL CORP | 10.7% | $37.7m | 321,310 | – | ||
| 4 | MARA MARA HOLDINGS INC | 10.5% | $36.9m | 41,633,000 | – | ||
| 5 | CVX CHEVRON CORP NEW | Energy | 7.7% | $27.1m | 183,905 | – | |
| 6 | VEON VEON LTD | 7.0% | $24.7m | 812,002 | – | ||
| 7 | VLO VALERO ENERGY CORP | Energy | 7.0% | $24.4m | 180,977 | – | |
| 8 | RIG TRANSOCEAN LTD | Energy | 5.4% | $19.0m | 4,470,000 | – | |
| 9 | BKR BAKER HUGHES COMPANY | Energy | 1.6% | $5.8m | 160,000 | – | |
| 10 | CNK CINEMARK HLDGS INC | Communication Services | 0.9% | $3.2m | 116,062 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.