Institutions / Miller Value Partners, LLC / Activity
Activity — Miller Value Partners, LLC
22 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | Crescent Energy Co Common stock | $27.04M | +2.0M | 2,003,132 7.06% of portfolio | medium |
| Q1 2026 as of | New | 78462F103 Common stock | $19.54M | +30K | 30,044 5.10% of portfolio | medium |
| Q1 2026 as of | New | Bloomin' Brands, Inc. Common stock | $11.00M | +2.0M | 2,036,734 2.87% of portfolio | medium |
| Q1 2026 as of | New | Arbor Realty Trust Inc Common stock | $4.66M | +604K | 604,000 1.22% of portfolio | low |
| Q1 2026 as of | New | MercadoLibre, Inc. Common stock | $3.83M | +2K | 2,215 1.00% of portfolio | low |
| Q1 2026 as of | New | Crocs, Inc. Common stock | $3.20M | +39K | 38,548 0.84% of portfolio | low |
| Q1 2026 as of | New | Figure Technology Solutions, Inc. Common stock | $3.09M | +91K | 91,009 0.81% of portfolio | low |
| Q1 2026 as of | New | Ziff Davis Inc Common stock | $2.86M | +68K | 68,058 0.75% of portfolio | low |
| Q1 2026 as of | New | Resideo Technologies, Inc. Common stock | $2.35M | +70K | 69,762 0.61% of portfolio | low |
| Q1 2026 as of | New | Citi Trends Inc Common stock | $2.33M | +54K | 53,763 0.61% of portfolio | low |
| Q1 2026 as of | New | Airbnb, Inc. Common stock | $2.04M | +16K | 16,134 0.53% of portfolio | low |
| Q1 2026 as of | New | Maplebear Inc Common stock | $1.71M | +46K | 45,557 0.45% of portfolio | low |
| Q1 2026 as of | New | Builders FirstSource Inc Common stock | $1.56M | +19K | 18,893 0.41% of portfolio | low |
| Q1 2026 as of | New | Perdoceo Education Corp Common stock | $1.50M | +40K | 40,395 0.39% of portfolio | low |
| Q1 2026 as of | New | Shift4 Payments, Inc. Common stock | $1.31M | +30K | 30,035 0.34% of portfolio | low |
| Q1 2026 as of | New | Coupang, Inc. Common stock | $1.18M | +63K | 62,528 0.31% of portfolio | low |
| Q1 2026 as of | New | Pinterest, Inc. Common stock | $1.10M | +60K | 59,990 0.29% of portfolio | low |
| Q1 2026 as of | New | MasterBrand, Inc. Common stock | $871.3K | +105K | 104,854 0.23% of portfolio | low |
| Q1 2026 as of | New | VRM Vroom, Inc. Common Stock | $778.5K | +58K | 58,488 0.20% of portfolio | low |
| Q1 2026 as of | New | Portillo's Inc. Common stock | $684.1K | +129K | 129,323 0.18% of portfolio | low |
| Q1 2026 as of | New | Lithia Motors Inc Common stock | $662.8K | +3K | 2,654 0.17% of portfolio | low |
| Q1 2026 as of | New | G8068L108 Common stock | $611.6K | +6K | 5,775 0.16% of portfolio | low |