Solus Alternative Asset Management LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Solus Alternative Asset Management LP disclosed 9 US equity positions worth $279.8m in its Q2 2025 13F filing. The largest position was VTOL at 36.3% of the reported book, followed by VEON and EXMOC. Against the Q1 2025 filing, it opened 0 new positions, added to 1 and reduced 3 among the top 9 holdings.
What did Solus Alternative Asset Management LP own in Q2 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | VTOL BRISTOW GROUP INC | 36.3% | $101.4m | 3,076,796 | -1% | reduced | |
| 2 | VEON VEON LTD | 14.1% | $39.4m | 856,102 | 0% | held | |
| 3 | EXMOC EXXON MOBIL CORP | 12.4% | $34.6m | 321,310 | 0% | held | |
| 4 | MARA MARA HOLDINGS INC | 11.5% | $32.1m | 35,630,000 | -14% | reduced | |
| 5 | VLO VALERO ENERGY CORP | Energy | 9.1% | $25.5m | 189,577 | 5% | added |
| 6 | CVX CHEVRON CORP NEW | Energy | 9.1% | $25.4m | 177,723 | -3% | reduced |
| 7 | RIG TRANSOCEAN LTD | Energy | 4.1% | $11.6m | 4,470,000 | 0% | held |
| 8 | BKR BAKER HUGHES COMPANY | Energy | 2.2% | $6.1m | 160,000 | 0% | held |
| 9 | CNK CINEMARK HLDGS INC | Communication Services | 1.3% | $3.5m | 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.