account_balance
Investment manager · 13F filer · SEC CIK 1135778
Miller Value Partners, LLC
Reported value$423Mas of Jun 30, 2026
Positions56 4 new, 3 sold out
Top 10 weight52.8%NBR alone is 9%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NBRNabors Industries Ltd
8.8%
GTNGray Media Inc
6.8%Added +35%
SPUUDirexion Shares ETF Trust
5.8%New
BLMNBloomin Brands Inc
5.6%Added +27%
QUADQuad / Graphics Inc
5.1%Trimmed −4%
LNCLincoln Natl Corp Ind
5.0%Added +6%
CRGYCrescent Energy Company
4.9%Added +4%
CNDTConduent Inc
4.5%Added +30%
BFHBread Financial Holdings Inc
3.4%Trimmed −31%
UPSUnited Parcel SVCS Inc
2.9%Trimmed −3%
DCHDauch Corp
2.9%Added +63%
TDAYUSA Today Co Inc
2.8%Trimmed −29%
NBRNabors Industries Ltd
8.8%
GTNGray Media Inc
6.8%Added +35%
SPUUDirexion Shares ETF Trust
5.8%New
BLMNBloomin Brands Inc
5.6%Added +27%
QUADQuad / Graphics Inc
5.1%Trimmed −4%
LNC5.0%CRGY4.9%CNDT4.5%BFH3.4%UPS2.9%DCH2.9%TDAY2.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NBR Nabors Industries Ltd 8.8% HeldGTN Gray Media Inc 6.8% Added +35%
SPUU Direxion Shares ETF Trust 5.8% New
BLMN Bloomin Brands Inc 5.6% Added +27%QUAD Quad / Graphics Inc 5.1% Trimmed −4%LNC Lincoln Natl Corp Ind 5.0% Added +6%CRGY Crescent Energy Company 4.9% Added +4%CNDT Conduent Inc 4.5% Added +30%BFH Bread Financial Holdings Inc 3.4% Trimmed −31%UPS United Parcel SVCS Inc 2.9% Trimmed −3%DCH Dauch Corp 2.9% Added +63%TDAY USA Today Co Inc 2.8% Trimmed −29%What changed