Miller Value Partners·CIK 1135778
36
Positions
$272.2M
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| NBR | 10.11% | $27,509,393 |
| LNC |
7.72% |
| $20,998,863 |
| GTN | 7.56% | $20,566,483 |
| QUAD | 6.03% | $16,422,953 |
| BFH | 5.53% | $15,058,458 |
| TDAY | 5.16% | $14,055,484 |
| CNDT | 4.15% | $11,286,310 |
| DCH | 3.79% | $10,319,741 |
| JELD | 3.73% | $10,158,004 |
| JXN | 3.49% | $9,497,905 |
| UGI | 3.20% | $8,714,120 |
| VZ | 3.20% | $8,702,100 |
| FOSL | 3.14% | $8,548,835 |
| ITRN | 2.82% | $7,679,800 |
| UPS | 2.66% | $7,233,698 |
| CTO | 2.57% | $6,995,063 |
| BBW | 2.35% | $6,390,580 |
| VTRS | 2.25% | $6,128,100 |
| CALM | 2.14% | $5,834,200 |
| WAL | 2.02% | $5,502,818 |
| CHRD | 1.93% | $5,243,357 |
| OMF | 1.91% | $5,190,989 |
| MSTR | 1.81% | $4,913,702 |
| BMY | 1.79% | $4,870,800 |
| BKE | 1.55% | $4,223,520 |
| STLA | 1.34% | $3,642,600 |
| ARLP | 1.18% | $3,211,195 |
| BCC | 1.05% | $2,860,840 |
| UNFI | 1.02% | $2,763,001 |
| CG | 0.92% | $2,508,000 |
| LYB | 0.68% | $1,863,520 |
| SMLR | 0.58% | $1,590,000 |
| UPBD | 0.17% | $472,600 |
| TTE | 0.17% | $456,628 |
| TPC | 0.16% | $446,996 |
| FTI | 0.11% | $296,269 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDDEA | $3,258,960 | 1.38% |