StockDriftsStockDriftsTop 50 Miller Value Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NBR | NABORS INDUSTRIES LTD | 9.98% | 444.4K | $38.2M | -26.26%(-158.31K) | $55.06(+91.20%) | 2026-03-31 | |
| CRGY | CRESCENT ENERGY COMPANY | 7.06% | 2.00M | $27.0M | new | $10.95(+19.14%) | 2026-03-31 | |
| GTN | GRAY MEDIA INC | 6.08% | 5.37M | $23.3M | +34.64%(+1.38M) | $4.93(-15.84%) | 2026-03-31 | |
| LNC | LINCOLN NATL CORP IND | 5.29% | 570.7K | $20.3M | +13.06%(+65.93K) | $32.23(+6.63%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.1% | 30.0K | $19.5M | new | $666.13(+10.96%) | 2026-03-31 | |
| QUAD | QUAD / GRAPHICS INC | 4.57% | 2.65M | $17.5M | -3.17%(-86.85K) | $5.35(+34.66%) | 2026-03-31 | |
| BFH | BREAD FINANCIAL HOLDINGS INC | 3.79% | 193.7K | $14.5M | -3.83%(-7.72K) | $37.48(+131.49%) | 2026-03-31 | |
| TDAY | USA TODAY CO INC | 3.62% | 1.97M | $13.9M | -42.14%(-1.43M) | $4.19(+76.57%) | 2026-03-31 | |
| CNDT | CONDUENT INC | 3.35% | 10.02M | $12.8M | +79.53%(+4.44M) | $2.41(-42.40%) | 2026-03-31 | |
| UPS | UNITED PARCEL SVCS INC | 3.06% | 119.1K | $11.7M | +37.54%(+32.51K) | $94.02(+5.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +27.03% | +104.98% |
| Top 20 Holdings Unweighted | +23.96% | +90.47% |
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