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Solus Alternative Asset Management LP

Q4 2025 · Filed 2026-02-17
Market Value
$230M
-1.0%
Holdings
8
+1
New Purchases
1
Added To
1
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
12.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RIG 8.04% 6.01% +2.03% $18M
XOM 15.99% 15.61% +0.39% $37M
EAF 0.24% 0.00% +0.24% $562K
BKR 3.47% 3.36% +0.11% $8M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTOL 45.86% 47.83% -1.97% $105M
VLO 13.43% 13.91% -0.47% $31M
CNK 1.17% 1.40% -0.23% $3M
CVX 11.79% 11.89% -0.10% $27M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $64M 27.8%
Large Cap 2 $39M 16.9%
Mid Cap 2 $21M 9.2%
Small Cap 1 $105M 45.9%
Micro Cap 1 $562K 0.2%

Portfolio Analytics

Avg Market Cap
$142.3B
Median Market Cap
$34.2B
Avg P/E
21.5
Median P/E
20.9
Avg Dividend Yield
0.01%
Avg Beta
0.93
# Stocks
8
# ETFs / Funds
0

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VTOL 45.86% 2,876,796 $105M $36.62 -$6M -200,000 -6.5%
2 XOM 15.99% 305,310 $37M $120.34 $513K -16,000 -5.0%
3 VLO 13.43% 189,577 $31M $162.79 -$1M
4 CVX 11.79% 177,723 $27M $152.41 -$512K
5 RIG 8.04% 4,470,000 $18M $4.13 $5M
6 BKR 3.47% 175,000 $8M $45.54 $174K +15,000 +9.4%
7 CNK 1.17% 116,062 $3M $23.24 -$555K
8 EAF 0.24% 36,235 $562K $15.51 +36,235 NEW

New Positions

SymbolValue% Port
EAF $562K 0.24%
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