Millstreet Capital Management LLC — 13F Holdings & Portfolio

CIK 1590729 · latest 13F-HR filed 2026-05-15

Millstreet Capital Management LLC manages $417.6M in 13F-reported U.S. long-equity assets across 2 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are DBD (94.24%), DEC (5.76%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 1, added to 1, and trimmed 0.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$417.6M

Long-equity book

Holdings

2

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+0 / −1 / ↑1 / ↓0

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIVERSIFIED ENERGY CO$4.1M +20.4%
Show all 1

Top Trims

  • No decreased positions.
Show all 0

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • COOPER STD HLDGS INC$30.6M
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIEBOLD NIXDORF INC DBD 253651202 $393.5M 94.24% 5,216,672 SH
2 DIVERSIFIED ENERGY CO DEC 25520W107 $24.0M 5.76% 1,378,421 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $417.6M 2 0001590729-26-000005
2025-12-31 2026-02-17 $438.7M 3 0001590729-26-000004
2025-09-30 2025-11-14 $374.8M 2 0001590729-25-000010