Solas Capital Management, LLC
•CIK: 1604867•Filing: Q4 2025
**Solas Capital Management, LLC** manages $176M across a focused portfolio of 22 positions. The fund exhibits significant conviction in its top holdings, led by FRX at $19.7M and EPSN at $16.4M. Notable allocations include SNDA ($14.9M), ACOG ($12.8M), and MOH ($11.9M), suggesting targeted exposure across key sectors. This concentrated structure indicates a high-conviction, bottom-up approach to generating alpha.
Total AUM
$176.2M
QoQ Performance
+7.6%
Positions
22
Top 10 Concentration
70.8%
Latest Filing
Q4 2025
Top Holdings Allocation
FRX
EPSN
SNDA
ACOG
MOH
GO
KD
ASIX
FRX11.2%
EPSN9.3%
SNDA8.4%
ACOG7.3%
MOH6.7%
GO6.4%
KD6.1%
ASIX6.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other97.4%
Real Estate2.6%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
↑8 increased
↓7 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023