1y return+33.4%S&P 500 +20.9%
3y return+55.3%S&P 500 +68.5%
5y return+62.5%S&P 500 +74.5%
10y return+72.8%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $173 against $357 in the S&P 500.2
Solus Alternative Asset Management LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTOLBristow Group Inc | $118.9M | 38.7% | |
| VLOValero Energy Corp | $49.4M | 16.1% | |
| VEONVeon Ltd | $46.3M | 15.1% | |
| CVXChevron Corporation | $29.5M | 9.6% | |
| Exxon Mobil CorpCUSIP 30231G102 | $28.1M | 9.1% | |
| Transocean LtdCUSIP H8817H100 | $21.9M | 7.1% | |
| BKRBaker Hughes Company | $9.7M | 3.2% | |
| CNKCinemark Hldgs Inc | $3.7M | 1.2% | |
| EAFGraftech Intl Ltd Sr Nt | $214K | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| VLOValero Energy Corp | June 30, 2021 | +233.5% | $49.4M |
| VTOLBristow Group Inc | June 30, 2020 | +196.6% | $118.9M |
| VEONVeon Ltd | March 31, 2023 | +194.7% | $46.3M |
| Exxon Mobil CorpCUSIP 30231G102 | March 31, 2021 | +144.9% | $28.1M |
| CNKCinemark Hldgs Inc | June 30, 2022 | +111.2% | $3.7M |
| BKRBaker Hughes Company | June 30, 2023 | +75.6% | $9.7M |
| CVXChevron Corporation | March 31, 2021 | +58.2% | $29.5M |
| Transocean LtdCUSIP H8817H100 | September 30, 2023 | −40.4% | $21.9M |
| EAFGraftech Intl Ltd Sr Nt | December 31, 2025 | −61.9% | $214K |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −9.1% | +14.8% |
| March 31, 2026 | +28.5% | −4.6% |
| December 31, 2025 | +1.4% | +2.4% |
| September 30, 2025 | +12.5% | +7.8% |
| June 30, 2025 | −1.6% | +10.5% |
| March 31, 2025 | +0.6% | −4.6% |
| December 31, 2024 | −0.5% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +6.8% | +4.0% |
| March 31, 2024 | +4.4% | +10.0% |
| December 31, 2023 | −0.2% | +11.2% |
| September 30, 2023 | +0.8% | −3.6% |
| June 30, 2023 | +6.4% | +8.3% |
| March 31, 2023 | −5.5% | +7.0% |
| December 31, 2022 | +15.5% | +7.1% |
| September 30, 2022 | −1.6% | −5.3% |
| June 30, 2022 | −19.8% | −16.5% |
| March 31, 2022 | +12.1% | −4.9% |
| December 31, 2021 | −1.0% | +10.7% |
| September 30, 2021 | +2.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Solus Alternative Asset Management LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1407737&type=13F-HR&dateb=&owner=include&count=40CIK 1407737
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1407737/000114036126033000/Filed August 14, 2026 · accession 0001140361-26-033000