Monarch Alternative Capital LP
Net buyer this quarter
$707M
6
+$194M
73.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ECHO | $165M | 23.40% | 3.42% | +96.3% | Q2 2024 |
 KEEL | $151M | 21.33% | 4.26% | New | Q2 2026 |
 CORZ | $118M | 16.65% | 1.44% | New | Q2 2026 |
 VISN | $41.5M | 5.87% | 1.46% | -68.2% | Q3 2024 |
 MBC | $38.1M | 5.38% | 1.82% | +85.0% | Q1 2026 |
 FWRD | $2.55M | 0.36% | 0.56% | New | Q2 2026 |
| Q1 2026 | |||||
| VISN | $186M | 11.39% | 4.57% | +4.1% | Q3 2024 |
| ECHO | $97.2M | 5.96% | 1.74% | -42.5% | Q2 2024 |
| GBTG | $43.5M | 2.67% | 1.49% | +9.3% | Q3 2025 |
| MBC | $16.6M | 1.02% | 1.56% | New | Q1 2026 |
 AMBP | $12M | 0.73% | 0.49% | -44.8% | Q3 2025 |
| Q4 2025 | |||||
| VISN | $178M | 23.16% | 4.39% | -5.5% | Q3 2024 |
| ECHO | $157M | 20.45% | 3.03% | -44.4% | Q2 2024 |
| GBTG | $54.6M | 7.11% | 1.36% | Not reported | Q3 2025 |
| AMBP | $21.9M | 2.86% | 0.90% | +448.7% | Q3 2025 |
| Q3 2025 | |||||
| ECHO | $198M | 26.63% | 5.45% | Not reported | Q2 2024 |
| VISN | $161M | 21.57% | 4.69% | +3.8% | Q3 2024 |
| GBTG | $57.7M | 7.74% | 1.36% | New | Q3 2025 |
| AMBP | $3.89M | 0.52% | 0.16% | New | Q3 2025 |