Solus Alternative Asset Management LP holds a concentrated book of 10 stocks worth $371.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they trimmed ExxonMobil Holdings Corp. Their largest long position is Bristow Group Inc at 36% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
No buys this quarter.
Other tracked managers holding the same core names as Solus Alternative Asset Management LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Doliver Advisors, LP | 2 / 10 | $145.2M |
| Luts & Greenleigh Group, Inc. | 2 / 10 | $32.1M |
| Taconic Capital Advisors LP | 2 / 10 | $44.6M |
| BancFirst Trust & Investment Management | 2 / 10 | $45.3M |
| Lloyd Harbor Capital Management, LLC | 2 / 10 | $45.6M |
| Adams Natural Resources Fund, Inc. | 3 / 10 | $139.3M |
| Diversified Investment Strategies, LLC | 2 / 10 | $27.5M |
| Act Capital Management, LLC | 2 / 10 | $23.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Solus Alternative Asset Management LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Bristow Group Inc COM | $134.9M | 2.88M | 36.3% | —Held | |
| 2 | Valero Energy Corp COM | $46.8M | 189.6K | 12.6% | —Held | |
| 3 | Veon Ltd SPONSORED ADS | $41.1M | 887.0K | 11.0% | —Held | |
| 4 | Chevron Corporation COM | $36.8M | 177.7K | 9.9% | —Held | |
| 5 | Exxon Mobil Corp COM | $34.8M | 205.3K | 9.4% | ▼−33% Reduced · −100K sh | |
| 6 | Mara Holdings Inc NOTE 1.000%12/0 | $33.7M | 35.62M | 9.1% | —Held | |
| 7 | Transocean Ltd REGISTERED SHS | $29.6M | 4.47M | 8.0% | —Held | |
| 8 | Baker Hughes Company CL A | $10.7M | 175.0K | 2.9% | —Held | |
| 9 | Cinemark Hldgs Inc COM | $3.3M | 116.1K | 0.9% | —Held | |
| 10 | Graftech Intl Ltd SR NT COM NEW | $246K | 36.2K | 0.1% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1407737/holdings"
Use Arkolith to show Solus Alternative Asset Management LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.