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
| 3 | DEA | 1.38% | $3,258,960 | SOLD |
| 4 | UGI | 3.20% | $8,714,120 | ▼ -1.3% |
| 5 | JXN | 3.49% | $9,497,905 | ▼ -1.2% |
| 6 | LNC | 7.72% | $20,998,863 | ▼ -0.6% |
| 7 | MSTR | 1.81% | $4,913,702 | ▼ -0.8% |
| 8 | QUAD | 6.03% | $16,422,953 | ▼ -0.5% |
| 9 | CG | 0.92% | $2,508,000 | ▼ -0.6% |
| 10 | WAL | 2.02% | $5,502,818 | ▼ -0.7% |
| 11 | BCC | 1.05% | $2,860,840 | ▼ -0.4% |
| 12 | VTRS | 2.25% | $6,128,100 | ▼ -0.1% |
| 13 | BKE | 1.55% | $4,223,520 | ▼ -0.5% |
| 14 | SMLR | 0.58% | $1,590,000 | ▼ -0.3% |
| 15 | UNFI | 1.02% | $2,763,001 | ▼ -0.3% |
| 16 | LYB | 0.68% | $1,863,520 | ▼ -0.3% |
| 17 | STLA | 1.34% | $3,642,600 | ▼ -0.3% |
| 18 | TPC | 0.16% | $446,996 | ▼ -0.1% |
| 19 | VZ | 3.20% | $8,702,100 | ▼ -0.4% |
| 20 | CHRD | 1.93% | $5,243,357 | ▼ -0.2% |
| 21 | BMY | 1.79% | $4,870,800 | ▼ -0.3% |
| 22 | ARLP | 1.18% | $3,211,195 | ▼ -0.2% |
| 23 | CTO | 2.57% | $6,995,063 | ▼ -0.4% |
| 24 | TTE | 0.17% | $456,628 | ▼ -0% |