Miller Value Partners LLC

CIK: 1135778

Latest Filing

Filed: November 14, 2025

Total Portfolio Value

$272.16M

Total Holdings

36

Report Period

Sep 2025

Accession Number: 0001135778-25-000003
Report Date: September 30, 2025

Top 10 Holdings

NBR
10.1%
LNC
7.7%
GTN
7.6%
QUAD
6.0%
BFH
5.5%
GCI
5.2%
CNDT
4.1%
AMERICAN
3.8%
JELD
3.7%
JXN
3.5%
Others
42.7%
Showing top 10 of 37 total holdings

Holdings (37)

Latest 13F positions

NB
NABORS INDUSTRIES LTD
673.1K$27.51M10.1%
-
LN
LINCOLN NATL CORP IND
520.7K$21.00M7.7%
-
GT
GRAY MEDIA INC
3.56M$20.57M7.6%
-
QU
QUAD / GRAPHICS INC
2.62M$16.42M6.0%
-
BF
BREAD FINANCIAL HOLDINGS INC
270.0K$15.06M5.5%
-
GC
GANNETT CO INC
3.40M$14.05M5.2%
-
CN
4.03M$11.29M4.1%
-
AM
AMERICAN AXLE & MFG HLDGS IN
1.72M$10.32M3.8%
-
JE
JELD-WEN HLDG INC
2.07M$10.16M3.7%
-
JX
JACKSON FINANCIAL INC
93.8K$9.50M3.5%
-
UG
262.0K$8.71M3.2%
-
VZ
VERIZON COMMUNICATIONS INC
198.0K$8.70M3.2%
-
FO
FOSSIL GROUP INC
3.33M$8.55M3.1%
-
IT
ITURAN LOCATION AND CONTROL
215.0K$7.68M2.8%
-
UP
UNITED PARCEL SERVICE INC
86.6K$7.23M2.7%
-
CT
CTO RLTY GROWTH INC NEW
429.1K$7.00M2.6%
-
BB
BUILD-A-BEAR WORKSHOP INC
98.0K$6.39M2.3%
-
619.0K$6.13M2.3%
-
CA
CAL MAINE FOODS INC
62.0K$5.83M2.1%
-
WA
WESTERN ALLIANCE BANCORP
63.5K$5.50M2.0%
-