Monarch Alternative Capital LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Monarch Alternative Capital LP disclosed 6 US equity positions worth $582.6m in its Q4 2024 13F filing. The largest position was TLN at 50.1% of the reported book, followed by LTM and ECHOSTAR CORP. Against the Q3 2024 filing, it opened 1 new position, added to 1 and reduced 1 among the top 6 holdings.
What did Monarch Alternative Capital LP own in Q4 2024? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | TLN TALEN ENERGY CORP | Utilities | 50.1% | $292.1m | 1,450,000 | 0% | held |
| 2 | LTM LATAM AIRLINES GROUP SA | Industrials | 18.4% | $107.2m | 3,888,228 | 0% | held |
| 3 | ECHOSTAR CORP | 16.5% | $96.0m | 90,347,937 | – | new | |
| 4 | ECHO ECHOSTAR CORP | Communication Services | 11.2% | $65.3m | 2,852,573 | 54% | added |
| 5 | VISN COMMSCOPE HLDG CO INC | Technology | 2.4% | $14.2m | 2,720,575 | 0% | held |
| 6 | TPI COMPOSITES INC | 1.3% | $7.8m | 30,475,000 | -4% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.