Miller Value Partners·CIK 1135778
86
Positions
$1.6B
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2022
Portfolio Value Over Time
| ▲ +1.1% |
| 3 | EXPE | 4.56% | $75,071,000 | ▲ +1.6% |
| 4 | UBER | 2.94% | $48,365,000 | ▲ +1.3% |
| 5 | FTCHQ | 2.58% | $42,460,000 | ▲ +1.2% |
| 6 | MAT | 4.21% | $69,296,000 | ▲ +0% |
| 7 | SOFI | 1.51% | $24,820,000 | ▲ +0.9% |
| 8 | OMF | 3.83% | $63,072,000 | ▲ +0.1% |
| 9 | KRTX | 2.33% | $38,313,000 | ▲ +0.9% |
| 10 | GOOGL | 3.92% | $64,566,000 | ▲ +0.2% |
| 11 | FISV | 2.75% | $45,269,000 | ▲ +0.1% |
| 12 | C | 2.62% | $43,197,000 | ▲ +0.1% |
| 13 | ET | 3.96% | $65,146,000 | ▲ +1% |
| 14 | BKE | 0.51% | $8,428,000 | ▲ +0.3% |
| 15 | COF | 1.72% | $28,322,000 | ▲ +0% |
| 16 | TEVA | 4.54% | $74,687,000 | ▲ +1% |
| 17 | AMZN | 4.77% | $78,532,000 | ▲ +1% |
| 18 | MPT | 0.24% | $3,938,000 | NEW |
| 19 | TMHC | 3.41% | $56,073,000 | ▲ +0.4% |
| 20 | UAL | 2.34% | $38,450,000 | ▲ +0.2% |
| 21 | CLF | 2.24% | $36,894,000 | ▲ +0.2% |
| 22 | COIN | 1.02% | $16,871,000 | ▲ +0.3% |
| 23 | JPM | 2.49% | $40,944,000 | ▲ +0.3% |
| 24 | TROW | 0.12% | $2,014,000 | NEW |
| 25 | OVV | 5.45% | $89,658,000 | ▲ +1% |
| 26 | CWH | 0.10% | $1,696,000 | NEW |
| 27 | NCLH | 2.84% | $46,752,000 | ▲ +0.5% |
| 28 | GM | 2.67% | $43,888,000 | ▲ +0.4% |
| 29 | CTO | 0.41% | $6,746,000 | ▲ +0.1% |
| 30 | TPC | 0.06% | $917,000 | ▲ +0% |
| 31 | JXN | 0.44% | $7,202,000 | ▲ +0.1% |
| 32 | ARLP | 0.45% | $7,420,000 | ▲ +0% |
| 33 | GOOS | 0.93% | $15,302,000 | ▲ +0.1% |
| 34 | EXE | 0.29% | $4,710,000 | ▲ +0.1% |
| 35 | GEO | 0.18% | $2,988,000 | ▲ +0.1% |
| 36 | CROX | 0.07% | $1,167,000 | ▲ +0% |
| 37 | RILY | 0.24% | $3,895,000 | ▲ +0.1% |
| 38 | BAC | 0.78% | $12,783,000 | ▲ +0.1% |
| 39 | DAL | 2.91% | $47,937,000 | ▲ +0.5% |
| 40 | QUAD | 0.21% | $3,426,000 | ▲ +0.1% |
| 41 | SCU | 0.24% | $3,911,000 | ▲ +0.1% |
| 42 | OPEN | 0.02% | $320,000 | ▲ +0% |
| 43 | IHRT | 0.01% | $220,000 | NEW |
| 44 | DO | 0.03% | $464,000 | ▲ +0% |
| 45 | SPG | 0.16% | $2,603,000 | ▲ +0% |
| 46 | FTI | 0.18% | $2,991,000 | ▲ +0% |
| 47 | LAZXXXX | 0.27% | $4,367,000 | ▲ +0% |
| 48 | TUPBQ | 0.09% | $1,400,000 | ▲ +0% |
| 49 | WGHTQ | 0.00% | $39,000 | NEW |
| 50 | AMPSWS | 0.00% | $30,000 | NEW |
| 51 | QUOT | 0.00% | $23,000 | NEW |
| 52 | PRCH | 0.00% | $22,000 | NEW |
| 53 | UPXXXX | 0.00% | $11,000 | NEW |