Miller Value Partners
$423M 13F equity value
59 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Miller Value Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NBR | NABORS INDUSTRIES LTD | 445,460 | $37M | 8.8% |
| GTN | GRAY MEDIA INC | 7,243,390 | $29M | 6.8% |
| SPUU | DIREXION SHARES ETF TRUST | 114,078 | $25M | 5.8% |
| BLMN | BLOOMIN BRANDS INC | 2,585,909 | $24M | 5.6% |
| QUAD | QUAD / GRAPHICS INC | 2,538,299 | $21M | 5.1% |
| LNC | LINCOLN NATL CORP IND | 603,160 | $21M | 5.0% |
| CRGY | CRESCENT ENERGY COMPANY | 2,092,679 | $21M | 4.9% |
| CNDT | CONDUENT INC | 12,986,100 | $19M | 4.5% |
| BFH | BREAD FINANCIAL HOLDINGS INC | 132,798 | $14M | 3.4% |
| UPS | UNITED PARCEL SVCS INC | 116,003 | $12M | 2.9% |
Track Miller Value Partners's 13F portfolio: $423M in reported holdings, 59 positions. Top holdings and quarterly changes on SentiSense.
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