Solus Alternative Asset Management LP 13F: Quarter-over-Quarter Portfolio Changes
Solus Alternative Asset Management LP reported a disclosed portfolio value of approximately $371.9 million in its latest SEC Form 13F-HR filing for Q1 2026, up 20.4% quarter on quarter. Over the quarter, the fund trimmed 1 holding.
Solus Alternative Asset Management LP's top sell was Exxon Mobil CORP (XOM) . The fund sold 32.8% of its previously reported shares, reducing the position's portfolio weight by 2.5 percentage points.
Top SellsQ1 2026
The fund's top sells among positions it retained in Q1 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| EXXON MOBIL CORP | XOM | -2.5% | 32.8% | History → |
Net Portfolio Value ChangeQ1 2026
- $0.3BPrior quarter
- $0.4BCurrent quarter
- +$0.1BNet delta
- +20.4%% 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 Q1 2026?
Solus Alternative Asset Management LP reported no new positions or share-count increases in its Q1 2026 13F filing.
What stocks did Solus Alternative Asset Management LP sell in Q1 2026?
In Q1 2026, Solus Alternative Asset Management LP reduced holdings in EXXON MOBIL CORP (XOM).
Which positions did Solus Alternative Asset Management LP initiate in Q1 2026?
Solus Alternative Asset Management LP established no new positions in Q1 2026.
Which existing positions saw the largest allocation increases for Solus Alternative Asset Management LP in Q1 2026?
Solus Alternative Asset Management LP reported no material allocation increases in existing positions in Q1 2026.
Which positions did Solus Alternative Asset Management LP fully exit in Q1 2026?
Solus Alternative Asset Management LP fully exited no positions in Q1 2026.
Which existing positions saw the largest allocation reductions for Solus Alternative Asset Management LP in Q1 2026?
Of 1 existing position with share-count reductions in Q1 2026, the largest were: EXXON MOBIL CORP (XOM, -2.5% weight, -32.8% shares).
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.