DOSSIER · 13F-HR · Q1 2026
Millstreet Capital Management LLC
Millstreet's family office based in New York, NY — $418M in tracked AUM across 2 positions as of Q1 2026.
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Millstreet·New York, NY·Family Office
CIK 0001590729 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Based on the SEC 13F filing data provided for Millstreet Capital Management LLC as of September 30, 2025, here is a comprehensive analysis.
1. Portfolio Overview
Millstreet Capital Management LLC currently exhibits an extremely concentrated portfolio structure, effectively resembling a "single-stock" investment strategy for the reporting period. The total portfolio value has plummeted by 90.3%, decreasing from approximately $353.95 million in the previous quarter to $34.42 million. This dra...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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