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Data sourced from SEC EDGAR 13F filings

© 2026 Super Investor · Not financial advice

Miller Value Partners LLC

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
55
Portfolio value:
$383,178,000
Filed:
May 15, 2026
CIK:
1135778
HistStockActivityShare change% change to portfolio
Q1 2026filed May 15, 2622 new13 added12 reduced1 exited
≡TDAY – USA TODAY CO INCReduce 42.00%−1,434,065−2.55
≡UGI – UGI CORP NEWReduce 54.00%−141,000−2.31
≡DCH – DAUCH CORPReduce 20.00%−338,875−1.76
≡STLA – STELLANTIS N.VSell−429,000−1.65
≡NBR – NABORS INDUSTRIES LTDReduce 26.00%−158,307−1.55
≡FOSL – FOSSIL GROUP INCReduce 24.00%−759,230−1.49
≡JXN – JACKSON FINANCIAL INCReduce 6.00%−5,470−1.01
≡BMY – BRISTOL-MYERS SQUIBB COReduce 36.00%−38,500−0.95
≡WAL – WESTERN ALLIANCE BANCORPReduce 14.00%−9,203−0.89
≡VZ – VERIZON COMMUNICATIONS INCReduce 15.00%−30,000−0.64
≡TPC – TUTOR PERINI CORPReduce 59.00%−4,020−0.10
≡UNFI – UNITED NAT FOODS INCReduce 58.00%−7,375−0.09
≡FTI – TECHNIPFMC PLCReduce 58.00%−4,340−0.06
Q4 2025filed Feb 17, 261 new7 added6 reduced3 exited
≡BKE – BUCKLE INCSell−72,000−1.55
≡NBR – NABORS INDUSTRIES LTDReduce 10.00%−70,3581.42
≡UNFI – UNITED NAT FOODS INCReduce 83.00%−60,820−0.87
≡BBW – BUILD-A-BEAR WORKSHOP INCReduce 20.00%−20,000
Q3 2025filed Nov 14, 254 new5 added13 reduced1 exited
≡BFH – BREAD FINANCIAL HOLDINGS INCReduce 18.00%−57,375−2.40
≡OMF – ONEMAIN HLDGS INCReduce 38.00%−57,059−1.70
≡DEA – EASTERLY GOVT PPTYS INCSell−146,800−1.38
≡UGI – UGI CORP NEWReduce 10.00%−30,000
Q2 2025filed Aug 14, 251 new8 added2 reduced2 exited
≡EASTERLY GOVT PPTYS INCSell−367,000−1.77
≡T – AT&T INCSell−116,000−1.49
≡UNFI – UNITED NAT FOODS INCReduce 27.00%−51,550−1.00
≡TPC – TUTOR PERINI CORPReduce 86.00%−77,660−0.70
Q1 2025filed May 15, 254 new8 added4 reduced3 exited
≡T – AT&T INCReduce 78.00%−417,000−3.69
≡UNFI – UNITED NAT FOODS INCReduce 54.00%−223,545−2.45
≡WAL – WESTERN ALLIANCE BANCORPReduce 41.00%−57,655−2.11
≡ATKR – ATKORE INCSell−37,000
Q4 2024filed Feb 14, 253 new15 added3 reduced
≡MSTR – MICROSTRATEGY INCReduce 70.00%−35,000−2.90
≡BBW – BUILD-A-BEAR WORKSHOP INCReduce 37.00%−55,000−1.04
≡BKE – BUCKLE INCReduce 16.00%−20,000−0.82
Q3 2024filed Nov 14, 242 new11 added10 reduced1 exited
≡MSTR 0.75 12/15/25 – MICROSTRATEGY INCSell−2,000,000−4.42
≡STLA – STELLANTIS N.VReduce 7.00%−30,000−2.23
≡CTO – CTO RLTY GROWTH INC NEWReduce 14.00%−60,000−0.83
≡WAL – WESTERN ALLIANCE BANCORPReduce 6.00%−9,160
Q2 2024filed Aug 13, 242 new5 added5 reduced3 exited
≡MSTR 0.75 12/15/25 – MICROSTRATEGY INCReduce 25.00%−650,000−2.84
≡ECPG – ENCORE WIRE CORPSell−11,000−1.85
≡GEO – GEO GROUP INC NEWSell−145,000−1.31
≡TPC – TUTOR PERINI CORPReduce 60.00%−127,700
−0.66
≡SMLR – SEMLER SCIENTIFIC INCSell−53,000−0.58
≡BFH – BREAD FINANCIAL HOLDINGS INCReduce 25.00%−68,595−0.28
≡JXN – JACKSON FINANCIAL INCReduce 8.00%−7,675−0.25
≡TTEN – TOTALENERGIES SESell−7,650−0.17
≡OMF – ONEMAIN HLDGS INCReduce 10.00%−9,0000.07
−1.31
≡JXN – JACKSON FINANCIAL INCReduce 25.00%−31,170−1.22
≡WAL – WESTERN ALLIANCE BANCORPReduce 24.00%−20,000−0.74
≡LNC – LINCOLN NATL CORP INDReduce 9.00%−48,804−0.65
≡CG – CARLYLE GROUP INCReduce 43.00%−30,000−0.61
≡BKE – BUCKLE INCReduce 31.00%−33,000−0.47
≡BCC – BOISE CASCADE CO DELReduce 7.00%−3,000−0.42
≡UNFI – UNITED NAT FOODS INCReduce 47.00%−63,960−0.34
≡TPC – TUTOR PERINI CORPReduce 47.00%−6,095−0.09
≡BBW – BUILD-A-BEAR WORKSHOP INCReduce 7.00%−7,0000.05
≡FTI – TECHNIPFMC PLCReduce 7.00%−605−0.01
−1.32
≡JXN – JACKSON FINANCIAL INCReduce 12.00%−16,420−0.49
≡TEVA – TEVA PHARMACEUTICAL INDS LTDSell−10,950−0.10
≡PBI – PITNEY BOWES INCSell−24,259−0.08
0.79
≡UGI – UGI CORP NEWReduce 15.00%−35,000−0.61
≡T – AT&T INCReduce 9.00%−55,000−0.56
≡BKE – BUCKLE INCReduce 17.00%−25,000−0.44
≡TPC – TUTOR PERINI CORPReduce 37.00%−32,060−0.37
≡JXN – JACKSON FINANCIAL INCReduce 11.00%−15,500−0.20
≡TDAY – GANNETT CO INCReduce 10.00%−151,675−0.13
≡PBI – PITNEY BOWES INCReduce 23.00%−7,175−0.00
−0.78
≡TDAY – GANNETT CO INCReduce 38.00%−945,4650.63
≡CLF – CLEVELAND-CLIFFS INC NEWSell−9,198−0.13
≡PBI – PITNEY BOWES INCReduce 23.00%−9,150−0.01
≡TEVA – TEVA PHARMACEUTICAL INDS LTDReduce 6.00%−6500.01