Monarch Alternative Capital Lp Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Monarch Alternative Capital Lp disclosed 6 stock positions valued at approximately $703.18M as of quarter-end June 30, 2026. The largest holdings include ECHOSTAR CORP, KEEL INFRASTRUCTURE CORP, and CORE SCIENTIFIC INC NEW.

Report Period
June 30, 2026
No. of Stocks
6
Portfolio Value
$703.18M
Holdings by Sector
Monarch Alternative Capital Lp Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ECHOSTAR CORPSATSTechnology23.53%1,630,124+799,469+96.25%$165,457,586
KEEL INFRASTRUCTURE CORPKEELOther21.46%26,285,000+26,285,000+100.00%$150,875,900
CORE SCIENTIFIC INC NEWCORZTechnology16.74%4,600,000+4,600,000+100.00%$117,714,000
VISTANCE NETWORKS INCCOMMTechnology5.91%3,250,000-6,958,303-68.16%$41,535,000
MASTERBRAND INCMBCConsumer Cyclical5.41%3,700,000+1,700,000+85.00%$38,073,000
FORWARD AIR CORPFWRDOther0.36%189,000+189,000+100.00%$2,553,390
Showing 6 of 6 holdings in the latest reporting period.
Monarch Alternative Capital Lp Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026SPCXSPACE EXPLORATION TECHN-CL APUT23,500$4,015,210
Showing 1 of 1 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.