Miller Value Partners, LLC holds a focused book of 55 stocks worth $383.2M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Crescent Energy Inc-A and trimmed Nabors Industries Ltd. Their largest long position is Nabors Industries Ltd at 10% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1135778/holdings"
Use Arkolith to show MILLER VALUE PARTNERS, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nabors Industries Ltd SHS | $38.2M | 444.4K | 10.0% | ▼−26% Reduced · −158K sh | |
| 2 | Crescent Energy Company CL A COM | $27.0M | 2.00M | 7.1% | ▲New New position | |
| 3 | Gray Media Inc COM | $23.3M | 5.37M | 6.1% | ▲+35% Added · +1.4M sh | |
| 4 | Lincoln Natl Corp Ind COM | $20.3M | 570.7K | 5.3% | ▲+13% Added · +66K sh | |
| 5 | State STR SPDR S&P 500 ETF T TR UNIT | $19.5M | 30.0K | 5.1% | ▲New New position | |
| 6 | Quad / Graphics Inc COM CL A | $17.5M | 2.65M | 4.6% | ▼−3.2% Reduced · −87K sh | |
| 7 | Bread Financial Holdings Inc COM | $14.5M | 193.7K | 3.8% | ▼−3.8% Reduced · −8K sh | |
| 8 | USA Today Co Inc COM | $13.9M | 1.97M | 3.6% | ▼−42% Reduced · −1.4M sh | |
| 9 | Conduent Inc COM | $12.8M | 10.02M | 3.3% | ▲+80% Added · +4.4M sh | |
| 10 | United Parcel Svcs Inc CL B | $11.7M | 119.1K | 3.1% | ▲+38% Added · +33K sh | |
| 11 | Bloomin Brands Inc COM | $11.0M | 2.04M | 2.9% | ▲New New position | |
| 12 | Fossil Group Inc COM | $10.5M | 2.43M | 2.7% | ▼−24% Reduced · −759K sh | |
| 13 | Cto Rlty Growth Inc New COM | $10.3M | 556.1K | 2.7% | ▲+28% Added · +122K sh | |
| 14 | Ituran Location And Control SHS | $10.0M | 203.9K | 2.6% | ▼−5.2% Reduced · −11K sh | |
| 15 | Viatris Inc COM | $9.9M | 731.7K | 2.6% | ▲+18% Added · +113K sh | |
| 16 | Chord Energy Corporation COM NEW | $9.9M | 69.3K | 2.6% | ▲+20% Added · +12K sh | |
| 17 | Jackson Financial Inc COM CL A | $8.5M | 80.7K | 2.2% | ▼−6.3% Reduced · −5K sh | |
| 18 | Verizon Communications Inc COM | $8.4M | 168.0K | 2.2% | ▼−15% Reduced · −30K sh | |
| 19 | Dauch Corp COM | $8.3M | 1.40M | 2.2% | ▼−20% Reduced · −339K sh | |
| 20 | Jeld-Wen Hldg Inc COM | $8.2M | 6.62M | 2.1% | ▲+60% Added · +2.5M sh | |
| 21 | Strategy Inc CL A NEW | $6.5M | 52.1K | 1.7% | ▲+106% Added · +27K sh | |
| 22 | Alliance Resource Partners L UT LTD PART | $5.1M | 185.3K | 1.3% | ▲+40% Added · +53K sh | |
| 23 | Millrose Pptys Inc COM CL A | $5.1M | 180.8K | 1.3% | ▲+118% Added · +98K sh | |
| 24 | Cal Maine Foods Inc COM NEW | $4.9M | 62.0K | 1.3% | —Held | |
| 25 | Arbor Realty Trust Inc COM | $4.7M | 604.0K | 1.2% | ▲New New position | |
| 26 | Onemain Hldgs Inc COM | $4.4M | 82.9K | 1.2% | —Held | |
| 27 | Ugi Corp New COM | $4.4M | 121.0K | 1.2% | ▼−54% Reduced · −141K sh | |
| 28 | Bristol-Myers Squibb Co COM | $4.2M | 69.5K | 1.1% | ▼−36% Reduced · −39K sh | |
| 29 | Western Alliance Bancorp COM | $3.9M | 55.3K | 1.0% | ▼−14% Reduced · −9K sh | |
| 30 | Build-A-Bear Workshop Inc COM | $3.9M | 103.7K | 1.0% | ▲+33% Added · +26K sh | |
| 31 | Mercadolibre Inc COM | $3.8M | 2.2K | 1.0% | ▲New New position | |
| 32 | Crocs Inc COM | $3.2M | 38.5K | 0.8% | ▲New New position | |
| 33 | Figure Technology Solutio COM CL A | $3.1M | 91.0K | 0.8% | ▲New New position | |
| 34 | Lyondellbasell Industries NV SHS - A - | $3.1M | 38.0K | 0.8% | —Held | |
| 35 | Ziff Davis Inc COM | $2.9M | 68.1K | 0.7% | ▲New New position | |
| 36 | Boise Cascade Co Del COM | $2.8M | 37.0K | 0.7% | —Held | |
| 37 | Resideo Technologies Inc COM | $2.4M | 69.8K | 0.6% | ▲New New position | |
| 38 | Citi Trends Inc COM | $2.3M | 53.8K | 0.6% | ▲New New position | |
| 39 | Upbound Group Inc COM | $2.2M | 120.0K | 0.6% | ▲+71% Added · +50K sh | |
| 40 | Airbnb Inc COM CL A | $2.0M | 16.1K | 0.5% | ▲New New position | |
| 41 | Carlyle Group Inc COM | $1.9M | 40.0K | 0.5% | —Held | |
| 42 | Maplebear Inc COM | $1.7M | 45.6K | 0.4% | ▲New New position | |
| 43 | Builders Firstsource Inc COM | $1.6M | 18.9K | 0.4% | ▲New New position | |
| 44 | Perdoceo Ed Corp COM | $1.5M | 40.4K | 0.4% | ▲New New position | |
| 45 | Shift4 PMTS Inc CL A | $1.3M | 30.0K | 0.3% | ▲New New position | |
| 46 | Coupang Inc CL A | $1.2M | 62.5K | 0.3% | ▲New New position | |
| 47 | Pinterest Inc CL A | $1.1M | 60.0K | 0.3% | ▲New New position | |
| 48 | Masterbrand Inc COMMON STOCK | $871K | 104.9K | 0.2% | ▲New New position | |
| 49 | Vroom Inc COM NEW | $778K | 58.5K | 0.2% | ▲New New position | |
| 50 | Portillos Inc COM CL A | $684K | 129.3K | 0.2% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.