Monarch Alternative Capital LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Monarch Alternative Capital LP disclosed 5 US equity positions worth $768.0m in its Q4 2025 13F filing. The largest position was ECHOSTAR CORP at 46.4% of the reported book, followed by VISN and ECHO. Against the Q3 2025 filing, it opened 0 new positions, added to 1 and reduced 3 among the top 5 holdings.
What did Monarch Alternative Capital LP own in Q4 2025? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ECHOSTAR CORP | 46.4% | $356.5m | 105,230,000 | -20% | reduced | |
| 2 | VISN COMMSCOPE HLDG CO INC | Technology | 23.2% | $177.9m | 9,809,859 | -5% | reduced |
| 3 | ECHO ECHOSTAR CORP | Communication Services | 20.5% | $157.1m | 1,445,000 | -44% | reduced |
| 4 | GBTG GLOBAL BUSINESS TRAVEL GROUP | 7.1% | $54.6m | 7,138,582 | 0% | held | |
| 5 | AMBP ARDAGH METAL PACKAGING S A | Consumer Cyclical | 2.9% | $21.9m | 5,350,000 | 449% | added |
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.