Miller Value Partners·CIK 1135778
12
Positions
$229.8M
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2021
Portfolio Value Over Time
| SOLD |
| 3 | JPM | 1.77% | $68,218,000 | SOLD |
| 4 | ET | 1.73% | $66,794,000 | SOLD |
| 5 | PGEN | 1.62% | $62,709,000 | SOLD |
| 6 | CC | 1.62% | $62,513,000 | SOLD |
| 7 | VNT | 1.51% | $58,271,000 | SOLD |
| 8 | BA | 1.43% | $55,410,000 | SOLD |
| 9 | WDAY | 1.32% | $51,046,000 | SOLD |
| 10 | C | 1.32% | $50,890,000 | SOLD |
| 11 | F104PAIROFF | 1.00% | $38,761,000 | SOLD |
| 12 | FLXN | 0.95% | $36,711,000 | SOLD |
| 13 | TCRT | 0.65% | $27,238,000 | ▼ -0.5% |