Solus Alternative Asset Management LP
โขCIK: 1407737โขFiling: Q4 2025
**Solus Alternative Asset Management LP** manages $309M across a focused portfolio of 10 positions. The strategy exhibits significant conviction, with the top holding, VTOL, representing $105.3M. Further substantial allocations include VEON at $46.6M and XOM at $36.7M, indicating a pronounced tilt toward specific sector leaders. This concentrated structure suggests a high-conviction, active management approach within its alternative mandate.
Total AUM
$276.4M
QoQ Performance
-0.8%
Positions
9
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VTOL
VEON
XOM
VLO
CHV
RIG
VTOL38.1%
VEON16.9%
XOM13.3%
VLO11.2%
CHV9.8%
RIG6.7%
BKR2.9%
CNK1.0%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other75.5%
Energy24.5%
Changes from Q3 2025
NEW1 new position
โ2 increased
โ2 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023