Institutions / Miller Value Partners, LLC / Activity
Activity — Miller Value Partners, LLC
13 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Gray Media, Inc Common stock | $6.00M | +1.4M +34.64% | 5,370,100 6.08% of portfolio | medium |
| Q1 2026 as of | Add | CONDUENT Inc Common stock | $5.68M | +4.4M +79.53% | 10,023,930 3.35% of portfolio | medium |
| Q1 2026 as of | Add | Strategy Inc Common stock | $3.35M | +27K +106.17% | 52,058 1.70% of portfolio | low |
| Q1 2026 as of | Add | United Parcel Service Inc Common stock | $3.20M | +33K +37.54% | 119,108 3.06% of portfolio | low |
| Q1 2026 as of | Add | JELD-WEN Holding, Inc. Common stock | $3.08M | +2.5M +60.12% | 6,619,885 2.14% of portfolio | low |
| Q1 2026 as of | Add | Millrose Properties, Inc. Common stock | $2.74M | +98K +118.36% | 180,800 1.32% of portfolio | low |
| Q1 2026 as of | Add | Lincoln National Corp Common stock | $2.34M | +66K +13.06% | 570,690 5.29% of portfolio | low |
| Q1 2026 as of | Add | CTO Realty Growth, Inc. Common stock | $2.25M | +122K +28.08% | 556,053 2.68% of portfolio | low |
| Q1 2026 as of | Add | Chord Energy Corp Common stock | $1.64M | +12K +20.02% | 69,330 2.57% of portfolio | low |
| Q1 2026 as of | Add | Viatris Inc Common stock | $1.52M | +113K +18.20% | 731,676 2.58% of portfolio | low |
| Q1 2026 as of | Add | ARLP Alliance Resource Partners LP MLP | $1.47M | +53K +40.35% | 185,256 1.34% of portfolio | low |
| Q1 2026 as of | Add | Build-a-Bear Workshop, Inc. Common stock | $963.7K | +26K +32.99% | 103,734 1.01% of portfolio | low |
| Q1 2026 as of | Add | Upbound Group, Inc. Common stock | $902.5K | +50K +71.43% | 120,000 0.57% of portfolio | low |