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
| Ticker | % Portfolio | Value |
|---|---|---|
| BFH | 7.93% | $18,565,291 |
| QUAD |
7.50% |
| $17,551,366 |
| NBR | 6.87% | $16,075,919 |
| LNC | 6.69% | $15,654,751 |
| T | 5.18% | $12,136,410 |
| TDAY | 5.18% | $12,126,921 |
| JXN | 5.11% | $11,962,179 |
| WAL | 5.03% | $11,788,328 |
| UNFI | 4.81% | $11,265,373 |
| GTN | 4.55% | $10,661,016 |
| UGI | 3.52% | $8,243,160 |
| OMF | 3.32% | $7,767,370 |
| VTRS | 3.29% | $7,706,550 |
| CTO | 3.23% | $7,566,669 |
| CNDT | 2.67% | $6,259,010 |
| CHRD | 2.63% | $6,169,401 |
| BMY | 2.61% | $6,108,480 |
| BKE | 2.28% | $5,335,050 |
| STLA | 2.17% | $5,089,500 |
| BCC | 2.03% | $4,754,400 |
| MSTR | 1.89% | $4,416,705 |
| BBW | 1.87% | $4,373,800 |
| FOSL | 1.83% | $4,293,702 |
| CG | 1.51% | $3,534,300 |
| ARLP | 1.43% | $3,338,830 |
| ATKR | 1.32% | $3,087,650 |
| DCH | 1.32% | $3,087,507 |
| SMLR | 0.99% | $2,322,000 |
| TPC | 0.79% | $1,840,168 |
| TTE | 0.18% | $416,925 |
| TEVA | 0.10% | $241,338 |
| FTI | 0.10% | $236,874 |
| PBI | 0.08% | $175,635 |