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Asset Manager ← All Institutions

Solus Alternative Asset Management LP

Q2 2025 · Filed 2025-08-14
Market Value
$208M
-3.4%
Holdings
7
-1
New Purchases
0
Added To
1
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTOL 48.72% 45.74% +2.98% $101M
VLO 12.24% 11.09% +1.15% $25M
CNK 1.68% 1.34% +0.34% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CVX 12.22% 14.27% -2.05% $25M
XOM 16.63% 17.73% -1.09% $35M
RIG 5.56% 6.57% -1.01% $12M
BKR 2.95% 3.26% -0.32% $6M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $60M 28.9%
Large Cap 2 $32M 15.2%
Mid Cap 2 $15M 7.2%
Small Cap 1 $101M 48.7%

Portfolio Analytics

Avg Market Cap
$167.5B
Median Market Cap
$65.5B
Avg P/E
21.2
Median P/E
19.4
Avg Dividend Yield
0.02%
Avg Beta
0.84
# Stocks
7
# ETFs / Funds
0

Top Holdings (7 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VTOL 48.72% 3,076,796 $101M $32.97 $3M -45,857 -1.5%
2 XOM 16.63% 321,310 $35M $107.80 -$4M
3 VLO 12.24% 189,577 $25M $134.42 $2M +8,600 +4.8%
4 CVX 12.22% 177,723 $25M $143.19 -$5M -6,182 -3.4%
5 RIG 5.56% 4,470,000 $12M $2.59 -$3M
6 BKR 2.95% 160,000 $6M $38.34 -$898K
7 CNK 1.68% 116,062 $4M $30.18 $614K
View SEC EDGAR Filings for Solus Alternative Asset Management LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms