Miller Value Partners·CIK 1135778
34
Positions
$219.4M
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| LNC | 8.50% | $18,646,447 |
| NBR |
7.39% |
| $16,214,554 |
| BFH | 7.07% | $15,516,036 |
| GTN | 7.04% | $15,456,053 |
| QUAD | 6.39% | $14,029,526 |
| JXN | 4.62% | $10,133,191 |
| UGI | 4.40% | $9,656,440 |
| VZ | 4.09% | $8,981,280 |
| TDAY | 3.57% | $7,840,035 |
| CTO | 3.38% | $7,413,109 |
| OMF | 3.32% | $7,283,120 |
| BMY | 3.00% | $6,586,920 |
| WAL | 2.92% | $6,411,848 |
| CHRD | 2.71% | $5,947,784 |
| VTRS | 2.46% | $5,391,490 |
| UNFI | 2.36% | $5,175,477 |
| CNDT | 2.31% | $5,063,526 |
| JELD | 2.11% | $4,635,257 |
| MSTR | 2.00% | $4,396,117 |
| STLA | 1.99% | $4,371,900 |
| DCH | 1.85% | $4,052,458 |
| BKE | 1.83% | $4,023,600 |
| BCC | 1.79% | $3,923,600 |
| DEAXXXX | 1.77% | $3,890,200 |
| BBW | 1.69% | $3,717,000 |
| ARLP | 1.58% | $3,464,560 |
| FOSL | 1.55% | $3,409,934 |
| T | 1.50% | $3,280,480 |
| CG | 1.39% | $3,051,300 |
| LYB | 1.22% | $2,675,200 |
| TPC | 0.96% | $2,099,413 |
| SMLR | 0.87% | $1,918,600 |
| TTE | 0.23% | $494,878 |
| FTI | 0.12% | $259,383 |