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
| Ticker | % Portfolio | Value |
|---|---|---|
| LNC | 8.36% | $19,704,008 |
| BFH |
7.94% |
| $18,700,231 |
| NBR | 7.42% | $17,487,282 |
| GTN | 7.01% | $16,524,557 |
| QUAD | 6.50% | $15,313,647 |
| TDAY | 4.99% | $11,758,546 |
| JXN | 4.71% | $11,098,306 |
| UGI | 4.51% | $10,634,640 |
| VZ | 3.64% | $8,567,460 |
| OMF | 3.60% | $8,493,000 |
| JELD | 3.12% | $7,347,726 |
| CNDT | 3.09% | $7,273,794 |
| CTO | 2.92% | $6,889,243 |
| WAL | 2.76% | $6,507,821 |
| MSTR | 2.62% | $6,164,507 |
| DCH | 2.49% | $5,874,874 |
| VTRS | 2.35% | $5,527,670 |
| BBW | 2.30% | $5,413,800 |
| FOSL | 2.18% | $5,135,196 |
| CHRD | 2.17% | $5,110,387 |
| BMY | 2.12% | $4,999,320 |
| BKE | 2.02% | $4,761,750 |
| STLA | 1.66% | $3,911,700 |
| CG | 1.53% | $3,598,000 |
| BCC | 1.47% | $3,472,800 |
| ARLP | 1.41% | $3,319,780 |
| DEA | 1.38% | $3,258,960 |
| UNFI | 1.36% | $3,202,911 |
| LYB | 0.93% | $2,198,680 |
| SMLR | 0.87% | $2,053,220 |
| TPC | 0.26% | $603,930 |
| TTE | 0.20% | $469,633 |
| FTI | 0.12% | $279,481 |