Solus Alternative Asset Management LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Solus Alternative Asset Management LP disclosed 10 US equity positions worth $371.9m in its Q1 2026 13F filing. The largest position was VTOL at 36.3% of the reported book, followed by VLO and VEON.
What did Solus Alternative Asset Management LP own in Q1 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | VTOL BRISTOW GROUP INC | 36.3% | $134.9m | 2,876,796 | – | ||
| 2 | VLO VALERO ENERGY CORP | Energy | 12.6% | $46.8m | 189,577 | – | |
| 3 | VEON VEON LTD | Communication Services | 11.0% | $41.1m | 887,002 | – | |
| 4 | CVX CHEVRON CORPORATION | Energy | 9.9% | $36.8m | 177,723 | – | |
| 5 | EXMOC EXXON MOBIL CORP | 9.4% | $34.8m | 205,310 | – | ||
| 6 | MARA MARA HOLDINGS INC | 9.1% | $33.7m | 35,620,000 | – | ||
| 7 | RIG TRANSOCEAN LTD | Energy | 8.0% | $29.6m | 4,470,000 | – | |
| 8 | BKR BAKER HUGHES COMPANY | Energy | 2.9% | $10.7m | 175,000 | – | |
| 9 | CNK CINEMARK HLDGS INC | Communication Services | 0.9% | $3.3m | 116,062 | – | |
| 10 | EAF GRAFTECH INTL LTD SR NT | 0.1% | $245.7k | 36,235 | – |
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.