Miller Value Partners·CIK 1135778
33
Positions
$235.7M
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2025
Portfolio Value Over Time
| 3 | BFH | 7.94% | $18,700,231 | ▲ +0.9% |
| 4 | JELD | 3.12% | $7,347,726 | ▲ +1% |
| 5 | CNDT | 3.09% | $7,273,794 | ▲ +0.8% |
| 6 | DCH | 2.49% | $5,874,874 | ▲ +0.6% |
| 7 | MSTR | 2.62% | $6,164,507 | ▲ +0.6% |
| 8 | FOSL | 2.18% | $5,135,196 | ▲ +0.6% |
| 9 | BBW | 2.30% | $5,413,800 | ▲ +0.6% |
| 10 | QUAD | 6.50% | $15,313,647 | ▲ +0.1% |
| 11 | NBR | 7.42% | $17,487,282 | ▲ +0% |
| 12 | OMF | 3.60% | $8,493,000 | ▲ +0.3% |
| 13 | UGI | 4.51% | $10,634,640 | ▲ +0.1% |
| 14 | JXN | 4.71% | $11,098,306 | ▲ +0.1% |
| 15 | BKE | 2.02% | $4,761,750 | ▲ +0.2% |
| 16 | CG | 1.53% | $3,598,000 | ▲ +0.1% |