Miller Value Partners·CIK 1135778
28
Positions
$149.7M
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2024
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| BFH | 7.25% | $11,353,219 |
7.18% |
| $11,236,680 |
| JXN | 6.92% | $10,829,705 |
| LNC | 6.55% | $10,256,001 |
| WAL | 5.70% | $8,927,035 |
| STLA | 5.32% | $8,337,000 |
| QUAD | 5.04% | $7,886,230 |
| CTO | 4.95% | $7,750,494 |
| CHRD | 4.82% | $7,540,570 |
| NBR | 4.71% | $7,373,599 |
| OMF | 4.61% | $7,225,010 |
| TDAY | 4.48% | $7,021,536 |
| VTRS | 4.20% | $6,579,970 |
| BKE | 3.54% | $5,541,000 |
| UGI | 3.47% | $5,427,300 |
| BCC | 3.05% | $4,768,800 |
| GTN | 2.56% | $4,015,050 |
| ARLP | 1.83% | $2,861,820 |
| UNFI | 1.71% | $2,679,864 |
| BMY | 1.59% | $2,491,800 |
| CNDT | 1.56% | $2,436,441 |
| TPC | 1.21% | $1,891,810 |
| BBW | 1.13% | $1,768,900 |
| FOSL | 1.00% | $1,567,620 |
| DCH | 0.86% | $1,342,987 |
| FTI | 0.14% | $214,036 |
| TEVA | 0.11% | $177,937 |
| PBI | 0.10% | $159,685 |