Millstreet Capital Management LLC
Hedge Fund • Credit Arb
Millstreet Capital Management LLC is a Hedge Fund specializing in Credit Arb based in Boston, MA led by Brian Driscoll Connolly, reporting $4.1B in AUM as of Q3 2025 with 91% Technology concentration, with only 2 positions, 91% allocation to DBD, and 91% technology allocation.
Managing PartnerBrian Driscoll Connolly
- Portfolio Value
- $374.8M
- Positions
- 2
- Top Holding
- DBD at 90.82%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Millstreet Capital Management LLC's portfolio (100% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Application Technology | $340.4M | 90.82% | -$3.4M Sold | 16.29% 6.0M shares | |
Auto - Parts Consumer Cyclical | $34.4M | 9.18% | — | 5.29% 932.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Millstreet Capital Management LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
| No increased positions | |
Decreased Positions
| Position | Shares Δ |
|---|---|
-0.98% |
Analytics
Portfolio insights and performance metrics for Millstreet Capital Management LLC
GthenA