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
| SOLD |
| 3 | HRB | 1.81% | $3,047,310 | SOLD |
| 4 | MED | 1.68% | $2,829,962 | SOLD |
| 5 | WIRE | 1.85% | $2,890,580 | ▼ -1.2% |
| 6 | WAL | 5.92% | $9,262,938 | ▼ -0.9% |
| 7 | BLDR | 1.29% | $2,170,220 | SOLD |
| 8 | GEO | 1.31% | $2,047,400 | ▼ -1.2% |
| 9 | CROX | 1.14% | $1,914,905 | SOLD |
| 10 | BKE | 3.86% | $6,040,500 | ▼ -0.8% |
| 11 | CNC | 0.97% | $1,632,620 | SOLD |
| 12 | MBC | 0.93% | $1,559,250 | SOLD |
| 13 | QUAD | 4.86% | $7,594,893 | ▼ -0.3% |
| 14 | ABNB | 0.49% | $816,840 | SOLD |
| 15 | ARLP | 1.50% | $2,345,850 | ▼ -0.4% |
| 16 | BZH | 0.46% | $777,170 | SOLD |
| 17 | EXPE | 0.45% | $758,950 | SOLD |
| 18 | FTI | 0.13% | $205,525 | ▼ -0.4% |
| 19 | LAD | 0.39% | $658,560 | SOLD |
| 20 | ATKR | 0.38% | $640,000 | SOLD |
| 21 | PRDO | 0.37% | $614,600 | SOLD |
| 22 | GTN | 1.98% | $3,091,668 | ▼ -0.2% |
| 23 | MTCH | 0.30% | $511,000 | SOLD |
| 24 | LYB | 0.25% | $427,860 | SOLD |
| 25 | RICK | 0.24% | $404,186 | SOLD |
| 26 | DCH | 0.93% | $1,459,893 | ▼ -0.2% |
| 27 | FOSL | 0.71% | $1,113,585 | ▼ -0.2% |
| 28 | CNDT | 1.55% | $2,428,868 | ▼ -0% |