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Miller Value Partners, LLC

All holdings · as of Mar 31, 2026

55 positions

CompanyClassValueShares% of portfolio
TUTOR PERINI CORP—$215.7K2,7950.1%
TechnipFMC plc—$219.1K3,1700.1%
United Natural Foods, Inc.—$236.6K5,2500.1%
SHARKNINJA INC—$611.6K5,7750.2%
LITHIA MOTORS INC—$662.8K2,6540.2%
Portillo's Inc.—$684.1K129,3230.2%
Vroom, Inc.VRMCommon Stock$778.5K58,4880.2%
MasterBrand, Inc.—$871.3K104,8540.2%
PINTEREST, INC.—$1.10M59,9900.3%
Coupang, Inc.—$1.18M62,5280.3%
Shift4 Payments, Inc.—$1.31M30,0350.3%
Perdoceo Education Corp—$1.50M40,3950.4%
Builders FirstSource Inc—$1.56M18,8930.4%
Maplebear Inc—$1.71M45,5570.4%
Carlyle Group Inc.—$1.94M40,0000.5%
Airbnb, Inc.—$2.04M16,1340.5%
UPBOUND GROUP, INC.—$2.17M120,0000.6%
Citi Trends Inc—$2.33M53,7630.6%
RESIDEO TECHNOLOGIES, INC.—$2.35M69,7620.6%
Boise Cascade Co—$2.81M37,0000.7%
Ziff Davis Inc—$2.86M68,0580.7%
LyondellBasell Industries N.V.—$3.06M38,0000.8%
Figure Technology Solutions, Inc.—$3.09M91,0090.8%
Crocs, Inc.—$3.20M38,5480.8%
MercadoLibre, Inc.—$3.83M2,2151.0%
Build-a-Bear Workshop, Inc.—$3.88M103,7341.0%
Western Alliance Bancorp—$3.91M55,2521.0%
BRISTOL MYERS SQUIBB CO—$4.22M69,5001.1%
UGI CORP /PA—$4.41M121,0001.2%
OneMain Holdings Inc—$4.44M82,9411.2%
Arbor Realty Trust Inc—$4.66M604,0001.2%
Cal-Maine Foods Inc—$4.91M62,0001.3%
Millrose Properties, Inc.—$5.06M180,8001.3%
ALLIANCE RESOURCE PARTNERS LPARLPMLP$5.12M185,2561.3%
Strategy Inc—$6.50M52,0581.7%
JELD-WEN Holding, Inc.—$8.21M6,619,8852.1%
DAUCH CORPORATION—$8.28M1,395,9052.2%
VERIZON COMMUNICATIONS INC—$8.43M168,0002.2%
Jackson Financial Inc.—$8.53M80,6802.2%
Chord Energy Corp—$9.86M69,3302.6%
Viatris Inc—$9.88M731,6762.6%
ITURAN LOCATION & CONTROL LTD—$9.99M203,9002.6%
CTO Realty Growth, Inc.—$10.28M556,0532.7%
Fossil Group, Inc.—$10.45M2,425,1852.7%
Bloomin' Brands, Inc.—$11.00M2,036,7342.9%
United Parcel Service Inc—$11.72M119,1083.1%
CONDUENT Inc—$12.83M10,023,9303.3%
USA TODAY Co., Inc.—$13.88M1,969,2803.6%
Bread Financial Holdings Inc—$14.51M193,6973.8%
Quad/Graphics, Inc.—$17.52M2,651,0394.6%
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