StockDriftsStockDriftsTop 2 Millstreet Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DBD | DIEBOLD NIXDORF INC | 94.81% | 4.10M | $349.0M | -21.32%(-1.11M) | $23.95(+201.44%) | 2026-06-30 | |
| DEC | DIVERSIFIED ENERGY CO | 5.19% | 1.38M | $19.1M | +0.00%(+0) | $13.80(+2.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +168.17% |
| Top 20 Holdings Unweighted | — | — | — | — | +104.88% |
Millstreet Capital Management LLC reports $368.06M in US-listed equity holdings across 2 positions in its most recent 13F filing. Its largest disclosed positions are DBD (94.8%) and DEC (5.2%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +168.17% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Millstreet Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1590729). View Millstreet Capital Management LLC’s 13F filings on SEC