Millstreet Capital Management
BOSTON, MAfiles as Millstreet Capital Management LLC
$368m in 2 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 0.6% of the portfolio this quarter.
Value
$368m
Stocks
2
Top 10 share
100.0%
Turnover
0.6%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Diebold NixdorfDBD94.8% of the fund-21%
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Diebold NixdorfDBD | 94.8% | $349m | 4,104,432 | -21% |
| Diversified EnergyDEC | 5.2% | $19m | 1,378,421 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 4.0% since 30 June 2025.
Where the money is
Technology94.8%
Energy5.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.