Millstreet Capital Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Millstreet Capital Management LLC reported 3 stock positions worth $438.7 million. Its top holding was Diebold Nixdorf (DBD) at 88.5% of the portfolio, followed by Cooper-Standard (CPS, 7.0%) and Diversified Energy (DEC, 4.6%). Compared with Q3 2025, it opened 1 new position and reduced 1. The biggest buy was a new position in Diversified Energy (DEC) and the biggest sale Diebold Nixdorf (DBD, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001590729
- Portfolio Value
- $438.7M (Q4 2025)
- SEC Filing
- 0001590729-26-000004 ↗ filed Feb 17, 2026
Holdings Value
Holdings 3 stocks · $438.7M
Portfolio Sells Q3 2025 → Q4 2025
| DBD Diebold Nixdorf Inc. | Reduce -4.2% | 88.47% | −2.34 |
Portfolio Buys Q3 2025 → Q4 2025
| DEC Diversified Energy Co. | New | 4.55% | +4.55 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2 | $368.1M | DBD, DEC |
| Q1 2026 | 2 | $417.6M | DBD, DEC |
| Q4 2025 | 3 | $438.7M | DBD, CPS, DEC |
| Q3 2025 | 2 | $374.8M | DBD, CPS |
| Q2 2025 | 2 | $354.0M | DBD, CPS |
| Q1 2025 | 2 | $277.8M | DBD, CPS |
| Q4 2024 | 3 | $279.0M | DBD, CPS, GSAT |
| Q3 2024 | 3 | $291.2M | DBD, CPS, GSAT |
| Q2 2024 | 3 | $251.8M | DBD, CPS, GSAT |
| Q1 2024 | 4 | $259.3M | DBD, CPS, GSAT, GSM |