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
| ▼ -0.9% |
| 3 | BBW | 1.68% | $4,779,060 | ▼ -0.7% |
| 4 | SMLR | 0.58% | $1,590,000 | SOLD |
| 5 | GTN | 6.80% | $19,304,316 | ▼ -0.8% |
| 6 | MSTR | 1.35% | $3,836,737 | ▼ -0.5% |
| 7 | CALM | 1.74% | $4,933,340 | ▼ -0.4% |
| 8 | VZ | 2.84% | $8,064,540 | ▼ -0.4% |
| 9 | CNDT | 3.78% | $10,720,099 | ▼ -0.4% |
| 10 | TTE | 0.17% | $456,628 | SOLD |
| 11 | JXN | 3.24% | $9,187,897 | ▼ -0.3% |
| 12 | LYB | 0.58% | $1,645,400 | ▼ -0.1% |
| 13 | BFH | 5.25% | $14,910,752 | ▼ -0.3% |
| 14 | ARLP | 1.08% | $3,066,360 | ▼ -0.1% |
| 15 | CG | 0.83% | $2,364,400 | ▼ -0.1% |
| 16 | BCC | 0.96% | $2,723,200 | ▼ -0.1% |
| 17 | CHRD | 1.89% | $5,354,908 | ▼ -0% |
| 18 | WAL | 1.91% | $5,418,732 | ▼ -0.1% |
| 19 | JELD | 3.58% | $10,170,157 | ▼ -0.1% |