Miller Value Partners·CIK 1135778
34
Positions
$283.8M
Portfolio Value
25
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2025
Portfolio Value Over Time
| 3 | FOSL | 4.22% | $11,973,400 | ▲ +1.1% |
| 4 | MRP | 0.87% | $2,473,236 | NEW |
| 5 | VTRS | 2.72% | $7,706,550 | ▲ +0.5% |
| 6 | ITRN | 3.26% | $9,247,150 | ▲ +0.4% |
| 7 | LNC | 7.92% | $22,477,007 | ▲ +0.2% |
| 8 | UPS | 3.03% | $8,589,854 | ▲ +0.4% |
| 9 | UGI | 3.46% | $9,806,660 | ▲ +0.3% |
| 10 | STLA | 1.65% | $4,671,810 | ▲ +0.3% |
| 11 | CTO | 2.82% | $7,992,609 | ▲ +0.3% |
| 12 | BMY | 2.05% | $5,825,520 | ▲ +0.3% |
| 13 | DCH | 3.92% | $11,119,940 | ▲ +0.1% |
| 14 | UPBD | 0.43% | $1,229,200 | ▲ +0.3% |
| 15 | QUAD | 6.05% | $17,166,570 | ▲ +0% |
| 16 | OMF | 1.97% | $5,602,665 | ▲ +0.1% |