Miller Value Partners·CIK 1135778
33
Positions
$234.2M
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2024
Portfolio Value Over Time
| 3 | UNFI | 4.81% | $11,265,373 | ▲ +2.2% |
| 4 | BFH | 7.93% | $18,565,291 | ▲ +1% |
| 5 | TDAY | 5.18% | $12,126,921 | ▲ +0.8% |
| 6 | CG | 1.51% | $3,534,300 | NEW |
| 7 | UGI | 3.52% | $8,243,160 | ▲ +0.7% |
| 8 | ATKR | 1.32% | $3,087,650 | NEW |
| 9 | GTN | 4.55% | $10,661,016 | ▲ +0.1% |
| 10 | FOSL | 1.83% | $4,293,702 | ▲ +1% |
| 11 | CNDT | 2.67% | $6,259,010 | ▲ +0.6% |
| 12 | SMLR | 0.99% | $2,322,000 | NEW |
| 13 | BMY | 2.61% | $6,108,480 | ▲ +0.3% |
| 14 | DCH | 1.32% | $3,087,507 | ▲ +0.5% |