Monarch Alternative Capital LP 13F holdings

Monarch Alternative Capital LP reported 6 positions with a total reported value of $516.2M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: ECHO ECHOSTAR CORP (32.1%), KEEL KEEL INFRASTRUCTURE CORP (29.2%), CORZ CORE SCIENTIFIC INC NEW (22.8%), VISN VISTANCE NETWORKS INC (8.0%), MBC MASTERBRAND INC (7.4%). Against 2026-03-31 it opened 3 new positions and exited 3. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.

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Top holdings

6 largest of 6 positions · reported value as of 2026-06-30

Holding	Shares	Reported value	% of portfolio
ECHO ECHOSTAR CORP	1,630,124	$165.5M	32.1%
KEEL KEEL INFRASTRUCTURE CORP	26,285,000	$150.9M	29.2%
CORZ CORE SCIENTIFIC INC NEW	4,600,000	$117.7M	22.8%
VISN VISTANCE NETWORKS INC	3,250,000	$41.5M	8.0%
MBC MASTERBRAND INC	3,700,000	$38.1M	7.4%
FWRD FORWARD AIR CORP	189,000	$2.6M	0.5%

SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES

New positions this quarter

Held at 2026-06-30, not at 2026-03-31 · 3 in all · reported value as of 2026-06-30

Holding	Shares	Reported value	% of portfolio
KEEL KEEL INFRASTRUCTURE CORP	26,285,000	$150.9M	29.2%
CORZ CORE SCIENTIFIC INC NEW	4,600,000	$117.7M	22.8%
FWRD FORWARD AIR CORP	189,000	$2.6M	0.5%

Sold out

Held at 2026-03-31, gone by 2026-06-30 · 3 in all · reported value as of 2026-03-31

Holding	Shares 2026-03-31	Reported value	% of portfolio then
GBTG GLOBAL BUSINESS TRAVEL GROUP	7,800,000	$43.5M	11.8%
BITFARMS LTD	7,150,000	$13.9M	3.8%
AMBP ARDAGH METAL PACKAGING S A	2,955,738	$12.0M	3.2%

Biggest increases and decreases

Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30

Increases

Holding	Shares 2026-03-31	Shares 2026-06-30	Change	Reported value
ECHO ECHOSTAR CORP	830,655	1,630,124	+96.2%	$165.5M
MBC MASTERBRAND INC	2,000,000	3,700,000	+85.0%	$38.1M

Decreases

Holding	Shares 2026-03-31	Shares 2026-06-30	Change	Reported value
VISN VISTANCE NETWORKS INC	10,208,303	3,250,000	-68.2%	$41.5M

CIK 1281084 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY

More 13F data

Largest 13F filers Fund moves on the desk

Source: U.S. Securities and Exchange Commission (EDGAR) and other official government data · Updated 2026-10-28 · For informational purposes only, not investment advice.
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