Solus Alternative Asset Management LP
Solus Alternative Asset Management LP reported 9 US-listed holdings worth $307.5 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Bristow Group Inc. (38.7%), Valero Energy Corp. (16.1%) and Veon Ltd (15.1%). Against the quarter before, it opened 0 positions, added to 0, trimmed 0 and sold out of 0.
The 9 largest of its 9 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +31.4% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Bristow Group Inc. VTOL | 2.9M | $118.9 million | 38.65% | no change |
| Valero Energy Corp. VLO | 189.6K | $49.4 million | 16.05% | no change |
| Veon Ltd VEON | 887.0K | $46.3 million | 15.06% | no change |
| Chevron Corp. CVX | 177.7K | $29.5 million | 9.58% | no change |
| ExxonMobil Holdings Corp. XOM | 205.3K | $28.1 million | 9.13% | no change |
| Transocean Ltd RIG | 4.5M | $21.9 million | 7.11% | no change |
| Baker Hughes Co. BKR | 175.0K | $9.7 million | 3.16% | no change |
| Cinemark Holdings, Inc. CNK | 116.1K | $3.7 million | 1.20% | no change |
| Graftech Intl Ltd Com New EAF | 36.2K | $214,149 | 0.07% | no change |