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Solus Alternative Asset Management LP

Q3 2025 · Filed 2025-11-14
Market Value
$232M
+11.5%
Holdings
7
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VLO 13.91% 12.24% +1.67% $32M
RIG 6.01% 5.56% +0.45% $14M
BKR 3.36% 2.95% +0.41% $8M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XOM 15.61% 16.63% -1.03% $36M
VTOL 47.83% 48.72% -0.89% $111M
CVX 11.89% 12.22% -0.33% $28M
CNK 1.40% 1.68% -0.28% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $64M 27.5%
Large Cap 2 $40M 17.3%
Mid Cap 2 $17M 7.4%
Small Cap 1 $111M 47.8%

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 47.83% 3,076,796 $111M $36.08 $10M
2 XOM 15.61% 321,310 $36M $112.75 $2M
3 VLO 13.91% 189,577 $32M $170.26 $7M
4 CVX 11.89% 177,723 $28M $155.29 $2M
5 RIG 6.01% 4,470,000 $14M $3.12 $2M
6 BKR 3.36% 160,000 $8M $48.72 $2M
7 CNK 1.40% 116,062 $3M $28.02 -$251K
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