Solus Alternative Asset Management LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Solus Alternative Asset Management LP disclosed 10 US equity positions worth $308.9m in its Q4 2025 13F filing. The largest position was VTOL at 34.1% of the reported book, followed by VEON and EXMOC. Against the Q3 2025 filing, it opened 1 new position, added to 2 and reduced 2 among the top 10 holdings.
What did Solus Alternative Asset Management LP own in Q4 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | VTOL BRISTOW GROUP INC | 34.1% | $105.3m | 2,876,796 | -7% | reduced | |
| 2 | VEON VEON LTD | 15.1% | $46.6m | 887,002 | 4% | added | |
| 3 | EXMOC EXXON MOBIL CORP | 11.9% | $36.7m | 305,310 | -5% | reduced | |
| 4 | MARA MARA HOLDINGS INC | 10.5% | $32.5m | 35,620,000 | 0% | held | |
| 5 | VLO VALERO ENERGY CORP | Energy | 10.0% | $30.9m | 189,577 | 0% | held |
| 6 | CVX CHEVRON CORP NEW | Energy | 8.8% | $27.1m | 177,723 | 0% | held |
| 7 | RIG TRANSOCEAN LTD | Energy | 6.0% | $18.5m | 4,470,000 | 0% | held |
| 8 | BKR BAKER HUGHES COMPANY | Energy | 2.6% | $8.0m | 175,000 | 9% | added |
| 9 | CNK CINEMARK HLDGS INC | Communication Services | 0.9% | $2.7m | 116,062 | 0% | held |
| 10 | EAF GRAFTECH INTL LTD | 0.2% | $562.0k | 36,235 | – | new |
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.