Monarch Alternative Capital LP — 13F Holdings & Portfolio

CIK 1281084 · latest 13F-HR filed 2026-05-15

Monarch Alternative Capital LP manages $1.63B in 13F-reported U.S. long-equity assets across 9 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPY (32.10%), QQQ (31.85%), ECHOSTAR CORP (13.42%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 0, added to 0, and trimmed 4.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$1.63B

Long-equity book

Holdings

9

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+2 / −0 / ↑0 / ↓4

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0

Top Trims

  • ECHOSTAR CORP-$137.6M -38.6%
  • ECHOSTAR CORP-$59.8M -38.1%
  • GLOBAL BUSINESS TRAVEL GROUP-$11.1M -20.3%
  • ARDAGH METAL PACKAGING S A-$10.0M -45.4%
Show all 4

New Positions

  • MASTERBRAND INC$16.6M
  • BITFARMS LTD$13.9M
Show all 2

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T Put SPY 78462F103 $523.5M 32.10% 805,000 SH
2 INVESCO QQQ TR Put QQQ 46090E103 $519.5M 31.85% 900,000 SH
3 ECHOSTAR CORP 278768AB2 $218.9M 13.42% 60,000,000 PRN
4 VISTANCE NETWORKS INC VISN 20337X109 $185.8M 11.39% 10,208,303 SH
5 ECHOSTAR CORP SATS 278768106 $97.2M 5.96% 830,655 SH
6 GLOBAL BUSINESS TRAVEL GROUP GBTG 37890B100 $43.5M 2.67% 7,800,000 SH
7 MASTERBRAND INC MBC 57638P104 $16.6M 1.02% 2,000,000 SH
8 BITFARMS LTD KEEL 09173B107 $13.9M 0.85% 7,150,000 SH
9 ARDAGH METAL PACKAGING S A AMBP L02235106 $12.0M 0.73% 2,955,738 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $1.63B 9 0000899140-26-000579
2025-12-31 2026-02-17 $768.0M 5 0000899140-26-000259
2025-09-30 2026-02-05 $744.9M 5 0000899140-26-000101