Strategic Value Partners, LLC
•CIK: 1301912•Filing: Q4 2025
**Strategic Value Partners, LLC** manages $208M, exhibiting a highly concentrated portfolio structure. The fund's current holdings are entirely allocated to AERO, representing 100% of its assets under management. This singular, large position in AERO ($208.3M) suggests a high-conviction, single-stock investment thesis. The strategy appears focused on deep, concentrated value plays within the aerospace sector.
Total AUM
$208.3M
QoQ Performance
N/A
Positions
1
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AERO
AERO100.0%
📈 Biggest Buys
AERO
GRUPO AEROMEXICO SAB DE CV
NEW
100.0% of portfolio
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q2 2025
Changes from Q2 2025
NEW1 new position
Historical Filings
Q4 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023