Solus Alternative Asset Management LP 13F: Quarter-over-Quarter Portfolio Changes
Solus Alternative Asset Management LP reported a disclosed portfolio value of approximately $342.2 million in its latest SEC Form 13F-HR filing for Q2 2026, down 8.0% quarter on quarter. Over the quarter, the fund initiated 1 new position and exited 1 position.
Solus Alternative Asset Management LP's top buy was a new stake in Mara Holdings INC (UNKNOWN) , equal to 10.1% of the disclosed portfolio. Its top sell was Mara Holdings INC (MARA 1 12/01/26) . The fund exited the position completely after it had accounted for 9.1% of the previous portfolio.
New PositionsQ2 2026
Securities disclosed for the first time in Q2 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| MARA HOLDINGS INC | UNKNOWN | 10.1% | History → |
Full ExitsQ2 2026
Positions present in the prior 13F-HR filing that no longer appear in Q2 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| MARA HOLDINGS INC | MARA 1 12/01/26 | 9.1% |
Net Portfolio Value ChangeQ2 2026
- $0.4BPrior quarter
- $0.3BCurrent quarter
- $-0.0BNet delta
- -8.0%% change
Methodology & FAQ
How Solus Alternative Asset Management LP Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for Solus Alternative Asset Management LP: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description, including how confidential treatment filings are handled, is documented in the Methodology.
What stocks did Solus Alternative Asset Management LP buy in Q2 2026?
In Q2 2026, Solus Alternative Asset Management LP initiated 1 new position (MARA HOLDINGS INC (UNKNOWN)).
What stocks did Solus Alternative Asset Management LP sell in Q2 2026?
In Q2 2026, Solus Alternative Asset Management LP fully sold 1 position (MARA HOLDINGS INC (MARA 1 12/01/26)).
Which positions did Solus Alternative Asset Management LP initiate in Q2 2026?
Solus Alternative Asset Management LP established 1 new position in Q2 2026: MARA HOLDINGS INC (UNKNOWN, 10.1%).
Which existing positions saw the largest allocation increases for Solus Alternative Asset Management LP in Q2 2026?
Solus Alternative Asset Management LP reported no material allocation increases in existing positions in Q2 2026.
Which positions did Solus Alternative Asset Management LP fully exit in Q2 2026?
Solus Alternative Asset Management LP fully exited 1 position in Q2 2026: MARA HOLDINGS INC (MARA 1 12/01/26, last-reported weight 9.1%).
Which existing positions saw the largest allocation reductions for Solus Alternative Asset Management LP in Q2 2026?
Solus Alternative Asset Management LP reported no material allocation reductions in existing positions in Q2 2026.
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.