单一明星管理人的 13F-HR 档案页：最新季前十大持仓与季度调仓帧差，/institutions 分类目录的静态下钻页。法定强制披露、公共域、申报日 PIT、季度节奏；仅展示层，非研究 claim。
独立佐证 · 单一管理人 13F 档案
MILLER VALUE PARTNERS, LLC
米勒价值合伙（比尔·米勒）价值SEC EDGAR 13F-HR · 2026-10-16SEC 13F-HR · EDGAR · filed-date PIT · 季度 · 公共域 · 申报日 2026-08-14
EDGAR 13F-HR 申报历史持仓数
56
申报总市值
$423.1M
最新申报季
2026-06-30
| # | 发行人 | 市值 | 股数 | 占比 |
|---|---|---|---|---|
| 1 | NABORS INDUSTRIES LTD | $37.4M | 445K | 8.85% |
| 2 | GRAY MEDIA INC | $28.8M | 7.2M | 6.80% |
| 3 | DIREXION SHARES ETF TRUST | $24.6M | 114K | 5.81% |
| 4 | BLOOMIN BRANDS INC | $23.6M | 2.6M | 5.59% |
| 5 | QUAD / GRAPHICS INC | $21.4M | 2.5M | 5.06% |
| 6 | LINCOLN NATL CORP IND | $21.3M | 603K | 5.04% |
| 7 | CRESCENT ENERGY COMPANY | $20.6M | 2.1M | 4.86% |
| 8 | CONDUENT INC | $19.0M | 13.0M | 4.48% |
| 9 | BREAD FINANCIAL HOLDINGS INC | $14.4M | 133K | 3.40% |
| 10 | UNITED PARCEL SVCS INC | $12.5M | 116K | 2.95% |
| 11 | DAUCH CORP | $12.4M | 2.3M | 2.92% |
| 12 | USA TODAY CO INC | $12.0M | 1.4M | 2.83% |
| 13 | VIATRIS INC | $11.6M | 733K | 2.75% |
| 14 | CTO RLTY GROWTH INC NEW | $11.6M | 540K | 2.74% |
| 15 | JELD-WEN HLDG INC | $10.7M | 7.1M | 2.53% |
| 16 | FOSSIL GROUP INC | $8.9M | 2.1M | 2.10% |
| 17 | COTY INC | $8.5M | 3.9M | 2.00% |
| 18 | JACKSON FINANCIAL INC | $8.2M | 80K | 1.94% |
| 19 | ITURAN LOCATION AND CONTROL | $8.2M | 134K | 1.93% |
| 20 | CHORD ENERGY CORPORATION | $7.9M | 69K | 1.87% |
| 21 | VERIZON COMMUNICATIONS INC | $7.1M | 168K | 1.68% |
| 22 | MILLROSE PPTYS INC | $6.9M | 229K | 1.63% |
| 23 | UPBOUND GROUP INC | $5.5M | 258K | 1.29% |
| 24 | ONEMAIN HLDGS INC | $5.1M | 83K | 1.20% |
| 25 | CAL MAINE FOODS INC | $5.0M | 62K | 1.18% |
| 26 | ALLIANCE RESOURCE PARTNERS L | $4.5M | 187K | 1.06% |
| 27 | STRATEGY INC | $4.4M | 50K | 1.03% |
| 28 | UGI CORP NEW | $4.2M | 121K | 0.99% |
| 29 | BUILD-A-BEAR WORKSHOP INC | $4.1M | 134K | 0.97% |
| 30 | BRISTOL-MYERS SQUIBB CO | $4.0M | 70K | 0.95% |
| 31 | META PLATFORMS INC | $3.6M | 6K | 0.85% |
| 32 | CROCS INC | $3.5M | 29K | 0.82% |
| 33 | WESTERN ALLIANCE BANCORP | $3.4M | 42K | 0.81% |
| 34 | ARBOR REALTY TRUST INC | $3.3M | 611K | 0.78% |
| 35 | CITI TRENDS INC | $3.1M | 54K | 0.74% |
| 36 | MERCADOLIBRE INC | $2.9M | 2K | 0.69% |
| 37 | BOISE CASCADE CO DEL | $2.9M | 37K | 0.68% |
| 38 | FIGURE TECHNOLOGY SOLUTIO | $2.8M | 90K | 0.65% |
| 39 | ZIFF DAVIS INC | $2.7M | 51K | 0.63% |
| 40 | MAPLEBEAR INC | $2.2M | 46K | 0.51% |
| 41 | RESIDEO TECHNOLOGIES INC | $2.1M | 69K | 0.51% |
| 42 | AMERIPRISE FINL INC | $2.0M | 4K | 0.48% |
| 43 | LYONDELLBASELL INDUSTRIES NV | $2.0M | 38K | 0.47% |
| 44 | BUILDERS FIRSTSOURCE INC | $1.7M | 19K | 0.40% |
| 45 | CARLYLE GROUP INC | $1.7M | 40K | 0.40% |
| 46 | SHIFT4 PMTS INC | $1.5M | 30K | 0.34% |
| 47 | PERDOCEO ED CORP | $1.3M | 40K | 0.30% |
| 48 | AIRBNB INC | $1.3M | 9K | 0.30% |
| 49 | PINTEREST INC | $1.2M | 58K | 0.29% |
| 50 | COUPANG INC | $1.1M | 64K | 0.26% |
前 6 大集中度 · 37%
占比按本页可见持仓（前 ≤50 大）市值合计计算。
SEC Form 13F-HR quarterly institutional holdings — the legally mandated public report (public domain, 17 U.S.C. §105) every institutional manager with >=US$100M discretion must file within 45 days of quarter-end. Panel shows a bounded curated subset of star managers (CIKs verified against EDGAR submissions JSON; registry re-verified on each admission, latest 2026-08-28; candidates not verifiable as actively filing — e.g. Scion, Greenlight, Omega Advisors, Pabrai — were honestly dropped), latest quarter top-10 holdings plus quarter-over-quarter frame diff (new/increased/reduced/exited on share counts, with a whole-USD value delta = current − prior quarter as-filed value; full position value on new/exited, and on increased/reduced the value sign may oppose the share move — price drift). Values are as filed in the EDGAR 2014+ information-table XML (whole USD — the 'expressed in thousands' note is the legacy HTML rendering); same-(CUSIP, class, option) tranches merged into one position; shares as filed (SH lines; option lines flagged PUT/CALL). Filing-date point-in-time; amendments supersede (latest filing per report quarter wins). Issuer→ticker links are exact normalized-name matches (case/punctuation/apostrophes/legal suffixes) against the terminal's US stock universe and the SEC company_tickers snapshot (current, not as-of-filing; ambiguous multi-entity names dropped) — EDGAR infotables carry CUSIPs, not tickers, and as-filed abbreviations stay unmatched plain text. The value/growth/activist/macro/quant/china_background/other category tags are HUMAN-CURATED editorial metadata written in the fetch registry — they do NOT exist in any SEC data source. Display-only, not a research claim; NOT part of any OOS pipeline.
分类标签为人工策展的编辑部元数据（写死在抓取清单里），非 SEC 数据源字段。