Solus Alternative Asset Management LP
Summit, NJ
$308m in 9 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 5.3% of the portfolio this quarter.
Value
$308m
Stocks
9
Top 10 share
100.0%
Turnover
5.3%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- VeonVEON
- Share
- 15.1%
- Value
- $46m
- Shares
- 887,002
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Bristow GroupVTOL | 38.7% | $119m | 2,876,796 | Held |
| Valero EnergyVLO | 16.1% | $49m | 189,577 | Held |
| VeonVEON | 15.1% | $46m | 887,002 | Held |
| ChevronCVX | 9.6% | $29m | 177,723 | Held |
| ExxonMobil HoldingsXOM | 9.1% | $28m | 205,310 | Held |
| TransoceanRIG | 7.1% | $22m | 4,470,000 | Held |
| Baker HughesBKR | 3.2% | $10m | 175,000 | Held |
| Cinemark HoldingsCNK | 1.2% | $4m | 116,062 | Held |
| Graftech InternationalEAF | <0.1% | $214,149 | 36,235 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 24.2% since 30 June 2025.
Where the money is
Energy45.0%
Industrials38.7%
Media & telecom1.2%
Technology0.1%
Other15.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.