Miller Value Partners·CIK 1135778
29
Positions
$145.0M
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2024
Portfolio Value Over Time
| NEW |
| 3 | BCC | 3.92% | $6,134,800 | ▲ +3.5% |
| 4 | UGI | 2.62% | $4,098,180 | NEW |
| 5 | BMY | 2.08% | $3,253,800 | NEW |
| 6 | T | 6.62% | $10,348,800 | ▲ +1.1% |
| 7 | TPC | 1.98% | $3,102,538 | ▲ +0.7% |
| 8 | BFH | 6.07% | $9,487,635 | ▲ +0.1% |
| 9 | NBR | 3.84% | $6,008,515 | ▲ +0.7% |
| 10 | STLA | 7.78% | $12,169,000 | ▲ +0.9% |
| 11 | VTRS | 4.73% | $7,390,860 | ▲ +0.2% |
| 12 | TDAY | 3.85% | $6,023,323 | ▲ +0.4% |
| 13 | CLF | 0.13% | $209,163 | NEW |
| 14 | OMF | 5.00% | $7,816,770 | ▲ +0.3% |
| 15 | JXN | 6.45% | $10,093,625 | ▲ +0.4% |
| 16 | CTO | 4.81% | $7,524,105 | ▲ +0.4% |
| 17 | TEVA | 0.10% | $163,676 | ▲ +0% |