CIK 1281084
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| HERENSTEIN, ANDREW, JON | VICE CHAIRMAN | 2002-03 | <5% ·◆ |
| MAMAN, STACEY, HARRIS | PRESIDENT | 2008-01 | <5% ·◆ |
| SANTANA, CHRISTOPHER, MICHAEL | CHIEF EXECUTIVE OFFICER, CO- CHIEF INVESTMENT OFFICER | 2002-03 | <5% ·◆ |
| SKLAR, ADAM, ROTH | CO-CHIEF INVESTMENT OFFICER | 2025-06 | <5% ·◆ |
| WEINSTOCK, MICHAEL, ANDREW | EXECUTIVE CHAIRMAN | 2002-03 | <5% ·◆ |
| Daniels, Colin, Joseph | MANAGING DIRECTOR, GENERAL COUNSEL | 2023-12 | <5% |
| Diaz-Sanchez, Jose Carlos | DIRECTOR AND MANAGING PRINCIPAL |
| 2023-05 |
| <5% |
| Ellis, Hannah, Garland | MANAGING PRINCIPAL & CHIEF FINANCIAL OFFICER | 2021-08 | <5% |
| RIEGER, JORDAN, EDWARD | DIRECTOR, CHIEF EXECUTIVE & MANAGING PRINCIPAL | 2018-10 | <5% |
| VOLOSHIN, RONEN, NMN | MANAGING DIRECTOR, GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | 2011-08 | <5% |
| MDRA GP LPentity | GENERAL PARTNER | 2006-10 | 75%+ ·◆ |
| MONARCHentity | SHAREHOLDER | 2012-10 | 75%+ ·◆ |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
Signed this manager's latest 13F (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| KELLY, MICHAEL, JOHN | MANAGING PRINCIPAL, SENIOR COUNSEL & CHIEF OPERATING OFFICER · MANAGING PRINCIPAL, SENIOR GENERAL COUNSEL & CHIEF OPERATING OFFICER · MANAGING PRINCIPAL, GENERAL COUNSEL & CHIEF OPERATING OFFICER · MANAGING PRINCIPAL & GENERAL COUNSEL · MANAGING PRINCIPAL & CHIEF LEGAL OFFICER | 2023-11 | — not seen at a tracked firm |
| MAROOF, MICHAEL, MAYER | MANAGING PRINCIPAL & CHIEF FINANCIAL OFFICER · CHIEF FINANCIAL OFFICER | 2021-05 | — not seen at a tracked firm |
| LOLOVIC, AGIM | CHIEF TECHNOLOGY OFFICER | 2019-11 | — not seen at a tracked firm |
| MCSORLEY, WILLIAM, JAMES | CHIEF INFORMATION OFFICER · CHIEF TECHNOLOGY OFFICER | 2019-05 | — not seen at a tracked firm |
| GILLIN, MICHAEL, DAVID | DIRECTOR OF OPERATIONS | 2018-08 | — not seen at a tracked firm |
| ROTENBERG, JOSIAH, MEYER | MANAGING PRINCIPAL, MONARCH ALTERNATIVE CAPITAL (EUROPE) LTD · MANAGING PRINCIPAL | 2015-02 | — not seen at a tracked firm |
| BARTELS, PATRICK, JOSEPH | MANAGING PRINCIPAL | 2015-02 | — not seen at a tracked firm |
| VIGLIOTTA, THOMAS, JOSEPH | MANAGING PRINCIPAL | 2015-02 | — not seen at a tracked firm |
| SCHMITZ, ROGER, WILLIAM | MANAGING PRINCIPAL | 2015-02 | — not seen at a tracked firm |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
