— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Monarch Alternative Capital LP

Q1 2026 · Filed 2026-05-15
Market Value
$369M
-10.3%
Holdings
6
+2
New Purchases
2
Added To
2
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
33.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
COMM 50.34% 43.22% +7.11% $186M
MBC 4.50% 0.00% +4.50% $17M
BITF 3.78% 0.00% +3.78% $14M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SATS 26.35% 38.17% -11.83% $97M
AMBP 3.24% 5.33% -2.09% $12M
GBTG 11.79% 13.27% -1.48% $44M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $97M 26.3%
Mid Cap 3 $241M 65.4%
Small Cap 2 $31M 8.3%

Portfolio Analytics

Avg Market Cap
$8.2B
Median Market Cap
$3.2B
Avg P/E
137.9
Median P/E
137.9
Avg Dividend Yield
0.15%
Avg Beta
1.65
# Stocks
6
# ETFs / Funds
0

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 COMM 50.34% 10,208,303 $186M $18.20 $8M +398,444 +4.1%
2 SATS 26.35% 830,655 $97M $117.07 -$60M -614,345 -42.5%
3 GBTG 11.79% 7,800,000 $44M $5.58 -$11M +661,418 +9.3%
4 MBC 4.50% 2,000,000 $17M $8.31 +2,000,000 NEW
5 BITF 3.78% 7,150,000 $14M $1.95 +7,150,000 NEW
6 AMBP 3.24% 2,955,738 $12M $4.05 -$10M -2,394,262 -44.8%

Options Breakdown

0 Calls $0 Call Value 2 Puts $1.0B Put Value

Top Puts

SymbolSharesValueStatus
SPY 805,000 $524M NEW
QQQ 900,000 $519M NEW

New Positions

SymbolValue% Port
MBC $17M 4.50%
BITF $14M 3.78%
View SEC EDGAR Filings for Monarch Alternative Capital LP →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms