Solus Alternative Asset Management LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Solus Alternative Asset Management LP disclosed 9 US equity positions worth $290.1m in its Q1 2025 13F filing. The largest position was VTOL at 34.0% of the reported book, followed by EXMOC and VEON. Against the Q4 2024 filing, it opened 0 new positions, added to 1 and reduced 1 among the top 9 holdings.
What did Solus Alternative Asset Management LP own in Q1 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | VTOL BRISTOW GROUP INC | 34.0% | $98.6m | 3,122,653 | -2% | reduced | |
| 2 | EXMOC EXXON MOBIL CORP | 13.2% | $38.2m | 321,310 | 0% | held | |
| 3 | VEON VEON LTD | 12.9% | $37.3m | 856,102 | 5% | added | |
| 4 | MARA MARA HOLDINGS INC | 12.8% | $37.2m | 41,633,000 | 0% | held | |
| 5 | CVX CHEVRON CORP NEW | Energy | 10.6% | $30.8m | 183,905 | 0% | held |
| 6 | VLO VALERO ENERGY CORP | Energy | 8.2% | $23.9m | 180,977 | 0% | held |
| 7 | RIG TRANSOCEAN LTD | Energy | 4.9% | $14.2m | 4,470,000 | 0% | held |
| 8 | BKR BAKER HUGHES COMPANY | Energy | 2.4% | $7.0m | 160,000 | 0% | held |
| 9 | CNK CINEMARK HLDGS INC | Communication Services | 1.0% | $2.9m | 116,062 | 0% | held |
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.