Bill Miller - Miller Value Partners Portfolio Holdings

As of Dec 31, 2025, the Miller Value Partners portfolio holdings is valued at approximately $283,834,386.00 featuring 34 publicly traded holdings. This in-depth profile highlights the top investments led by NABORS INDUSTRIES LTD (NBR), LINCOLN NATL CORP IND (LNC), GRAY MEDIA INC (GTN), USA TODAY CO INC (GCI), and others based on the company's latest SEC filings reported on Feb 17, 2026. Explore insights into portfolio composition, sector allocation, and recent trade activity.

Miller Value Partners's stock portfolio spans 34 holdings across 12 sectors, with a total market value of $283,834,386.00. The Financial Services sector represents the largest allocation, while the top holdings account for nearly 59% of the total portfolio value. NABORS INDUSTRIES LTD remains the single largest position at 11.5% of all equity investments.

Complete Holdings

Showing 34 of 34 holdings.

Page 1 of 1
# Company Symbol Sector Portfolio % Shares Change (Shares) Change % Value
1 NABORS INDUSTRIES LTD NBR Other 11.53% 602,737 -70,358 -10.45% $32,728,619.00
2 LINCOLN NATL CORP IND LNC Financial Services 7.92% 504,761 -15,915 -3.06% $22,477,007.00
3 GRAY MEDIA INC GTN Communication Services 6.80% 3,988,495 +430,280 +12.09% $19,304,316.00
4 USA TODAY CO INC GCI Communication Services 6.18% 3,403,345 +80 +0.00% $17,527,227.00
5 QUAD / GRAPHICS INC QUAD Industrials 6.05% 2,737,890 +114,415 +4.36% $17,166,570.00
6 BREAD FINANCIAL HOLDINGS INC BFH Financial Services 5.25% 201,415 -68,595 -25.40% $14,910,752.00
7 FOSSIL GROUP INC FOSL Consumer Cyclical 4.22% 3,184,415 -141,980 -4.27% $11,973,400.00
8 AMERICAN AXLE & MFG HLDGS IN AXL Consumer Cyclical 3.92% 1,734,780 +17,685 +1.03% $11,119,940.00
9 CONDUENT INC CNDT Technology 3.78% 5,583,385 +1,552,560 +38.52% $10,720,099.00
10 JELD-WEN HLDG INC JELD Industrials 3.58% 4,134,210 +2,065,370 +99.83% $10,170,157.00
11 UGI CORP NEW UGI Utilities 3.46% 262,000 - - $9,806,660.00
12 ITURAN LOCATION AND CONTROL M6158M104 Other 3.26% 215,000 - - $9,247,150.00
13 JACKSON FINANCIAL INC JXN Financial Services 3.24% 86,150 -7,675 -8.18% $9,187,897.00
14 UNITED PARCEL SERVICE INC UPS Industrials 3.03% 86,600 - - $8,589,854.00
15 VERIZON COMMUNICATIONS INC VZ Communication Services 2.84% 198,000 - - $8,064,540.00
16 CTO RLTY GROWTH INC NEW CTO Real Estate 2.82% 434,145 +5,000 +1.17% $7,992,609.00
17 VIATRIS INC VTRS Healthcare 2.72% 619,000 - - $7,706,550.00
18 BRISTOL-MYERS SQUIBB CO BMY Healthcare 2.05% 108,000 - - $5,825,520.00
19 ONEMAIN HLDGS INC OMF Financial Services 1.97% 82,941 -9,000 -9.79% $5,602,665.00
20 WESTERN ALLIANCE BANCORP WAL Financial Services 1.91% 64,455 +1,000 +1.58% $5,418,732.00
21 CHORD ENERGY CORPORATION CHRD Energy 1.89% 57,766 +5,000 +9.48% $5,354,908.00
22 CAL MAINE FOODS INC CALM Consumer Defensive 1.74% 62,000 - - $4,933,340.00
23 BUILD-A-BEAR WORKSHOP INC BBW Consumer Cyclical 1.68% 78,000 -20,000 -20.41% $4,779,060.00
24 STELLANTIS N.V STLA Other 1.65% 429,000 +39,000 +10.00% $4,671,810.00
25 STRATEGY INC MSTR Technology 1.35% 25,250 +10,000 +65.57% $3,836,737.00
26 ALLIANCE RESOURCE PARTNERS L ARLP Energy 1.08% 132,000 +5,000 +3.94% $3,066,360.00
27 BOISE CASCADE CO DEL BCC Basic Materials 0.96% 37,000 - - $2,723,200.00
28 MILLROSE PPTYS INC MRP Other 0.87% 82,800 +82,800 +100.00% $2,473,236.00
29 CARLYLE GROUP INC CG Financial Services 0.83% 40,000 - - $2,364,400.00
30 LYONDELLBASELL INDUSTRIES N LYB Other 0.58% 38,000 - - $1,645,400.00
31 UPBOUND GROUP INC UPBD Technology 0.43% 70,000 +50,000 +250.00% $1,229,200.00
32 TUTOR PERINI CORP TPC Industrials 0.16% 6,815 - - $456,741.00
33 UNITED NAT FOODS INC UNFI Consumer Defensive 0.15% 12,625 -60,820 -82.81% $425,084.00
34 TECHNIPFMC PLC G87110105 Other 0.12% 7,510 - - $334,646.00

Holdings by Sector

Sector Allocation Value
Financial Services 21.13% $59,961,453.00
Other 18.00% $51,100,861.00
Communication Services 15.82% $44,896,083.00
Industrials 12.82% $36,383,322.00
Consumer Cyclical 9.82% $27,872,400.00
Technology 5.56% $15,786,036.00
Healthcare 4.77% $13,532,070.00
Utilities 3.46% $9,806,660.00
Energy 2.97% $8,421,268.00
Real Estate 2.82% $7,992,609.00
Consumer Defensive 1.89% $5,358,424.00
Basic Materials 0.96% $2,723,200.00

Portfolio insights

As of Dec 31, 2025, the Miller Value Partners portfolio holds 34 securities valued at $283,834,386.00. The Financial Services sector represents the largest allocation, while the top positions account for a significant portion of the total portfolio weight.